Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
March 23, 2005
SEC Rule Needs Revisitingby Joan E. BorosIt has been over 40 years since the federal courts held that variable annuities were securities and subject to the Investment Company ...
March 23, 2005
Broker Faces Missouri Suspension Over VA ExchangesBroker Faces Missouri Suspension Over VA ExchangesBy ARTHUR d. pOSTALWashingtonMissouri Securities Commissioner David Cosgrove issued a March 25 order suspending for 14 days, starting on ...
March 23, 2005
Index Annuity Sales In 2004 Up 67% Over 2003Index Annuity Sales In 2004 Up 67% Over 2003By Linda KocoIndex annuity sales topped $23.4 billion, making for another record year and nearly a 67% ...
March 22, 2005
New Annuity Will Serve Ailing ApplicantsNU Online News Service, March 22, 2005, 3:25 p.m. ESTJefferson Pilot Financial is introducing a product for consumers who already have serious illnesses.[@@]The Greensboro, ...
March 16, 2005
Agency Announces VUL Market-Timing FineBetter watch out for variable insurance prospectuses that fail to make allowances for policyholders who want to rebalance their portfolios.[@@]The National Association of Securities ...
March 16, 2005
NASD Re-examining Policy On VA Sales ContestsNASD Re-examining Policy On VA Sales ContestsBy ARTHUR D. POSTALWASHINGTONThe National Association of Securities Dealers says it is re-examining its policies on sales contests as ...
March 10, 2005
Allianz Offers Enhanced VANU Online News Service, March 10, 2005, 3:00 p.m. ESTAllianz Life Insurance Company, Minneapolis is offering a guaranteed minimum income benefit as part of ...
March 10, 2005
VA Assets Up, Sales Down In Fourth QuarterNU Online News Service, March 10, 2005, 3:15 p.m. ESTThe combined net assets of U.S. variable annuities rose to $1.1 trillion at the end ...
March 09, 2005
Go top of page 10 with Nonqualified Annuities kickerLimited Term License Proposal Gets A Lease On LifeBySalt Lake CityA unanimous decision by regulators to adopt a resolution opposing limited term licenses was short-circuited ...
March 06, 2005
SEC: Critique Our VA Disclosure FormFederal officials want to hear more from the public about what broker-dealers ought to tell purchasers of financial services products.[@@]The U.S. Securities and Exchange ...