Results for "annuities"

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Indexed annuities sales increased by over $5 billion in 2013

February 25, 2014

Indexed annuities, a fixed annuity that provides a minimum guaranteed rate of interest combined with an interest rate tied tied to movement of an index, accounted for 46.3% of all fixed annuities sold and 27% of total annuities sold in 2013,...

Finra suitability proposal raises hackles of those in the fixed-annuities industry

June 14, 2009

The Financial Industry Regulatory Authority Inc.'s proposal to widen its purview to include non-securities products has left some in the fixed-annuities industry gnashing their teeth. Finra is seeking comments on Regulatory Notice 09-25, which...

Plans' lack of target date savvy presents opportunity

November 30, 2008

Many plan sponsors aren't focused on the investment strategies behind target date funds, creating an opportunity for financial advisers to play a greater role in the retirement-planning process, according to a survey by JPMorgan Asset Management...

Annuities: Good news and bad news

November 9, 2008

Insurance companies and distributors face major changes for risk management and product development as variable annuities and their guarantees pressure insurers' risk-based capital, industry experts said. The bloodletting in the stock market...

Insurance distributors are resigned to approval of SEC's proposed rule

September 8, 2008

As the comment period ends this Wednesday on an SEC proposed rule that would regulate certain index annuities as securities, independent distributors are gearing up in anticipation of the rule's enactment. If the rule is approved, the annuities...

Agents express concern about higher costs and loss of control over production

July 14, 2008

Insurance agents who work primarily with equity index annuities say the Securities and Exchange Commission's proposal to regulate the products as securities would impose greater costs on their firms and hand over control of their production...

Subprime exposure afflicts Security Benefit Life Insurance

June 30, 2008

Analysts concerned about Security Benefit Life Insurance Co.'s investments in subprime-mortgage-backed securities have cut the firm's financial ratings and are keeping a careful eye on the Topeka, Kan., carrier. "This company has the highest...

Market conditions right for fixed annuities

June 23, 2008

Market turmoil and rising interest rates might kick off a new season for the fixed annuity as the product emerges from the shadow of its variable cousin, an industry expert said. "If you look analytically at market conditions, you find the variable...

NAIC soon to consider working group on annuity disclosure

June 16, 2008

Supporters of simplified disclosures for variable annuities may get a boost from a proposal that state insurance regulators will soon consider. The National Association of Insurance Commissioner's life insurance and annuities committee is in...

Insurance industry expects a tax hike but not this year

March 3, 2008

Although 2008 probably won't be a year for any significant tax changes, the insurance industry is preparing for 2009 and 2010, when tax increases appear likely. "Every new president puts a major tax bill through Congress," said Joseph McKeever...

Insurers are touting no-load, low-cost VAs

March 3, 2008

Registered investment advisers just might be the next big ticket for the insurance industry. That is what carriers are betting on as they craft new variable annuity products for a fee-only philosophy. "The issue with the variable annuity has...

VAs can boost retirement returns, study finds

February 4, 2008

Variable annuities with guaranteed-minimum-withdrawal benefits allow investors to reduce risk and increase retirement income, according to a recent study. Paired with mutual funds in a portfolio, a VA can create a higher income level over a...

Advisers ponder whether to sell annuities

January 7, 2008

Now that annuities are becoming accepted as part of an overall retirement income program, fee-only planners are wondering whether they should sell the products themselves or refer sales to outside agents. "There's more pressure brought to bear"...

Fixed-annuity sales down in 4Q and full-year 2009

February 21, 2010

Fixed-annuity sales slid in the fourth quarter and dropped off slightly for the full year of 2009. All told, fixed-annuity sales last year topped $105 billion, according to data from Beacon Research Publications Inc. and the Insured Retirement...

Third-quarter sales of fixed annuities slipped 21%

November 29, 2009

Sales of fixed annuities fell during the third quarter to $21.9 billion, a 21% decline from a year earlier, according to data from Beacon Research Publications Inc. But for the first three quarters of the year, total sales of fixed annuities...

Texas 403(b) law causes adviser concern over investor protection

August 8, 2019

A Texas law taking effect next month is causing concern among some retirement plan advisers who are worried that the legislature has weakened investor protection for public schoolteachers in the state. The law — HB 2820, sponsored by Rep....

NAVA marketing conference notebook

March 1, 2009

Panelists addressed myriad issues at the annual marketing conference held in New York by NAVA Inc., the Reston, Va.-based variable annuity trade association. RATINGS CONCERNS During one session, Doug Meyer, managing director of U.S. life operations...

Finra's VA suitability rule still sticks in B-Ds' craw

March 1, 2009

Fears of increased paperwork and disclosures related to Finra's variable annuity suitability rule have been realized, with many firms reporting that they are still overburdened by hair-splitting requirements. Last May, the New York- and Washington-based...

Spendthrift trusts are said to be gaining attention

February 8, 2009

Client interest in establishing spendthrift trusts for beneficiaries is picking up steam, partly due to the fact that wealthy clients are becoming more risk-averse, according to financial advisers. Spendthrift trusts are put in place when the...

NAIC vetoes reserve relief for VA carriers

February 1, 2009

A National Association of Insurance Commissioners executive group last Thursday vetoed a proposal from the insurance industry to loosen required capital and surplus levels. Members of Kansas City, Mo.-based NAIC met via a conference call to...

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