Variable Annuities
Variable annuity news and analysis, including coverage of registered indexed linked annuity (RILA) contracts.
June 30, 2011
FINRA Head Sees Holes in VA Sales DocumentationFinancial Industry Regulatory Agency examiners say they are pleased with the variable annuity industry's response to new sales requirements but are still watching for abusive switches and costly surrender fees.
June 30, 2011
FINRA Head Sees Holes in VA Sales DocumentationFinancial Industry Regulatory Agency examiners say they are pleased with the variable annuity industry's response to new sales requirements but are still watching for abusive switches and costly surrender fees.
June 30, 2011
Cerulli: Minority of Advisors Make Majority of VA SalesOnly 18% of financial advisors sell 12 or more annuity contracts per year, and those advisors account for about 68% of variable annuity sales.
June 29, 2011
IRI Conference: SEC May Act on VA Summary Prospectuses - SomedayThe U.S. Securities and Exchange Commission is giving the variable annuity summary prospectus "very serious consideration," but it is declining to commit itself to acting on the issue this year.
June 29, 2011
Cerulli: Minority of Advisors Make Majority of VA SalesOnly 18% of financial advisors sell 12 or more annuity contracts per year, and those advisors account for about 68% of variable annuity sales.
June 28, 2011
IRI Conference: SEC May Act on VA Summary Prospectuses - SomedayThe U.S. Securities and Exchange Commission is giving the variable annuity summary prospectus "very serious consideration," but it is declining to commit itself to acting on the issue this year.
June 13, 2011
IRI: VA Issuers Prefer to Keep GuaranteesU.S. insurers would rather hedge variable annuity living benefits guarantees, or charge more for the guarantees, than to eliminate the guarantees altogether.
June 13, 2011
IRI: VA Issuers Prefer to Keep GuaranteesU.S. insurers would rather hedge variable annuity living benefits guarantees, or charge more for the guarantees, than to eliminate the guarantees altogether.
June 13, 2011
New Variable Annuities From The Hartford Offer Principal, Income GuaranteesThe Hartford announced Monday that it was launching a suite of variable annuities with personal protection options.
June 13, 2011
Training Key to More Advisor Use of Variable Annuities: IRI-Cerulli SurveyIRI CEO Cathy Weatherford says research shows that Boomers are most concerned about having sufficient income throughout their retirement.