December 17, 2009 While many advisors love variable annuities, some won’t go near them. But looking back at the last decade, VAs were one of the best investment products to help clients get through this economy
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December 17, 2009 this article answers the question, what changes can the insurance industry expect to see from variable annuity providers in 2010?
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December 17, 2009 This article shows some recent headlines concerning the too-big-to-fail American International Group....
December 17, 2009 These articles show third quarter sales statistics for annuities and life policies....
December 17, 2009 This graphic shows tools for managing longevity risk, including annuities....
December 17, 2009 This graphic shows objections to index annuities that are not on target....
December 17, 2009 These charts from Fisher Annuity Index show interest rate trends on fixed annuities as of December 2009....
December 17, 2009 This article answers the question: Within what period of time does the Securities and Exchange Commission plan to fully implement Rule 151A, after the final rule is issued?
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November 17, 2009 this article answers the question: What are group variable annuities ?
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November 17, 2009 This round-up lists National Underwriter's most recent headlines on developments at American International Group since late October 2009....
November 17, 2009 This chart from Fisher Annuity Index shows the tax deferred annuity rate history from 1995 to the present....
November 17, 2009 These charts from Fisher Annuity Index show the latest interest rate trends for fixed annuities as of November 2009...
November 17, 2009 This is a photo of Rep, Barney Frank, chairman of the House Fdinancial Services Committee, as it reviews the proposed Investor Protection Act fo 2009....
November 17, 2009 Mathew Greenwald tells why at-risk imparied risk annuities have appeal....
November 17, 2009 This brief shows that financial confidence is lower than last year but better than last summer....
November 17, 2009 Ths article answers this question: Which characteristics might signal that the customer would be interested in considering purchase of an at-need impaired risk annuity?
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November 17, 2009 A deferred income annuity guarantees a future income stream and can be bought at a fraction of the cost of a single premium immediate annuity. These have market appeal for several reasons....
October 26, 2009 Many variable annuity owners would like to move their money into something safer and more conservative. And they want to know if they can deduct the loss if they surrender the VA. The answer is yes, with “annuity rescue.”
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October 26, 2009 Here are are some factors to keep in mindI am considering using a single premium immediate annuity as part of an estate plan for my clients. about doing this?
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October 26, 2009 Here are recent articles we have posted on the Obama Administration’s proposal to expand the reach of fiduciary responsibility standards.
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October 26, 2009 These charts from Fisher Annuity Index shows interest rate trends for fixed annuities as of October 2009....
October 26, 2009 This chart shows the top 10 fixed annuity sellers in second quarter 2009, according to Beacon Research, Evanston, Ill....
October 26, 2009 These are the lastest headlines on developments at American International Group....
October 26, 2009 Graphic of football player, representing how single premium immediate annuities and football are alike....
October 26, 2009 New annuity results for second quarter 2009 show ups and downs. Here is a rundown...
October 26, 2009 Since the recession, financial priorities have shifted toward wealth preservation, according to advisors interviewed by NU Senior Editor Warren Hersch...
October 26, 2009 This article answers the question: In the second quarter 2009, single premium immediate annuities accounted for how much of fixed annuity sales?...
September 28, 2009 Many carriers have significantly reduced or eliminated the once generous guaranteed income credits they offered variable annuity policyholders. they've made other changes too.
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September 28, 2009 This article answers the question: The question was: My client is interested in selling his annuity but is unsure about the tax implications of such a transaction. Can you provide an overview?
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September 28, 2009 The chart shows interest rate trends on fixed annuities from Fisher Annuity Index, Dallas. another chart shows guarantee periods on CD-type annuities. figures for September 2009...
September 28, 2009 This chart shows factors to use in measuring the value of fixed annuities....
September 28, 2009 This graphic shows some of the issued that Congressional legislators are considering that of high interest to insurance professionals...
September 28, 2009 This graphic illustrates how maniy of today's annuities have many different features and options....
September 28, 2009 Here are a few annuity rollouts that emerged in the last month.
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September 28, 2009 This is an update on developments over at American International Group during lat Auguest and early September 2009...
September 28, 2009 This article answers the question: Equities accounted for what percentage of variable annuity subaccount assets as of the end of the first quarter 2009?...
August 24, 2009 This article answers the question: Do immediate annuities offer inflation protection features, and if so, how do these features work?...
August 24, 2009 FINRA variable annuity sales fines no longer represent an insignificant dollar amount, as they have in the past. Annuity professionals need to factor awareness about this into operations at multiple levels.
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August 24, 2009 This chart shows the 2nd quarter 2009 indexed annuity sales results from AnnuitySpecs.com...
August 24, 2009 These 2 charts from Fisher Annuity Index show interest rate trends on fixed annuities and CD-type annuities as of early August 2009....
August 24, 2009 This graphic shows measurements that advisors can use to evaluate the value of fixed annuities....
August 24, 2009 This graphic illustrates the key question that fixed indexed annuity professionals are asking right now about their product's future....
August 24, 2009 This is our latest roundup in articles about the ongoing events at American International Group, as of August 2009. Also included is a list of earlier roundups....
August 24, 2009 This graphic shows three factors that will be influencing the future direction of indexed annuities, making them decrease in number....
August 24, 2009 This quiz question asks readers to identify the key elements of the July 21, 2009 U.S. Court of Appeals decision concerning the Securities and Exchange Commission’s proposed Rule 151A....
August 24, 2009 Banks are marketing a new type product, the indexed certificate of deposit, and this is making insurance professionals wonder how their own indexed product, the fixed indexed annuity, stacks up.
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July 27, 2009 The rebranding OF NAVA, Inc. into the Insured Retirement Institute sounds sensible and forward looking but such ebranding is not without challenge. The chief problem is differentiation.
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July 27, 2009 This chart from Fisher Annuity Index shows interest rate trends for fixed annuities as of July 2009....
July 27, 2009 This is a brief ummary of fixed and variable annuity trends....
July 27, 2009 The chart from Beacon Research, Evanston Ill., shows quarterly sales sresults for fixed annuities from January 2003 through April 2009....
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