Variable Annuities

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  1. Articles

    Surrender fees haunt legacy 403(b) plans

    As employers move to lower-cost retirement options, some plans charge as much as 8% to switch.

  2. Articles

    Can an adviser affiliated with an insurance company be fee only? Yes.

    State rules on insurance affiliation complicate fee-only status for some CFPs.

  1. Articles

    Structured product annuities pose challenges for regulators

    As Voya plans to be the fifth company offering these newfangled products, regulators still struggle to classify them

  2. Articles

    Annuity industry pushes SEC for summary prospectus rule

    Not on regulator's agenda until March 2015, industry believes sooner action would aid investor understanding.

  3. Articles

    Variable annuity sales raising concern: Finra official

    Product remains at top of investor complaint list and the self-regulator wants to ensure investors understand what they're getting into.

  4. Articles

    Life insurers turn focus to uncapped indexed annuities

    Advisers and investors need to be fully aware of contract terms to explain nuances, answer client questions.

  5. Articles

    BlackRock raises equity allocation in target date funds

    Changes to LifePath Index come as other providers also have sought to increase equity allocations after retirement.

  6. Articles

    Hartford Financial Services Group names a new CEO

    Insurer Promotes CFO to replace previous CEO following a medical procedure related to a brain tumor.

  7. Articles

    Guaranteed features propel indexed-annuity sales

    With low interest rates providing few fixed-income investment options, broker-dealers see these as a good choice for clients, with more growth potential than CDs.

  8. Articles

    Life insurers show their hands with new VA filings

    Regulatory filings reveal new living benefits, investment-focused annuities or exchange offers for existing clients.

  9. Articles

    Variable annuity sales drop in 1Q and new leaders emerge

    Decisions to moderate sales volume in recent years has caused changes for the bigger players

  10. Articles

    MetLife to get back in variable annuity game despite first quarter declines

    Even after 54% drop in VA sales over the last year, the carrier is optimistic about sales with new mix of products.

  11. Articles

    Finra complaint highlights epidemic of abused trust

    All brokers and advisers still are subject to principles of human decency, in addition to compliance rules.

  12. Articles

    Account opening is No. 1 tech concern: Survey

    Beacon finds 'client onboarding' has replaced social-media archiving as brokers' biggest technology challenge.

  13. Articles

    SEC charges pair of brokers, investment advisory firm, others with $80M variable annuity scam

    The SEC charged a pair of brokers, an investment adviser and others in an $80 million variable annuity scam that an SEC official called a "calculated fraud exploiting terminally ill patients."