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The top variable and indexed annuity issuers and sales leaders
Indexed annuities continue to be popular, and Jackson National continues to dominate VA sales.
Jackson National's variable annuity sales suspensions pay off
Advisers willing to wait to get into the carrier's VAs and if history is any guide, first quarter sales will jump.
Life insurers launching new variable annuities despite tepid sales
A slump in VA purchases clashes with historical notion that product sales mirror the stock market's trajectory. And insurers are launching new products.
Now that annuities are OK in retirement plans, what strategy is best?
Morningstar researcher suggests 30% allocation to annuities – and more equities.
The regulatory hits keep coming for LPL Financial
The rest of this week's must-read stories include Betterment's robo-adviser for humans, big changes afoot in Social Security, and a focus on picking the right alternatives for clients
Finra charges SWS with improper supervision of VA transactions
SWS Financial Services charged with green-lighting variable annuity applications without proper review for suitability.
Jackson National unveils tiered pricing for variable annuities
Starting next Monday, the firm will apply a five-level pricing scheme for certain contracts.
One of industry's last holdouts, NAIFA elects its first female president
With women representing only 11.5% of advisers, trade group plans to highlight women in industry.
Jackson National extends variable annuity lead
Sales of Elite Access product helps firm stay ahead of Lincoln National, TIAA-CREF and AIG.
Zurich restricts contributions to popular variable annuity contract
Zurich restricts contributions to popular variable annuity contract. Maximum total purchase payments reduced from previous limit of $1 million to just $10,000.
This week's top stories for advisers
As the week comes to a close, it's time to catch up on the advice industry's biggest developments that grabbed readers' attention.
Variable annuity scam architect settles with SEC, admits to wrongdoing
As part of an SEC settlement, ex-broker admitted to running an $80 million scheme that profited from the deaths of terminally ill patients.
GAO report calls for more disclosure of managed accounts in 401(k)s
The Labor Department should require providers to share more on fees, performance and benchmarking, GAO says.
Surrender fees haunt legacy 403(b) plans
As employers move to lower-cost retirement options, some plans charge as much as 8% to switch.
Can an adviser affiliated with an insurance company be fee only? Yes.
State rules on insurance affiliation complicate fee-only status for some CFPs.
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