While annuities are not new to the retirement income marketplace, potential clients still hesitate to adopt them, even though ...

Ontario, CA – September 12, 2012 – Laser App Software, the leading provider of forms automation and management software for the securities and insurance industries, today announced that The Phoenix ...

Hartford insurer-wealth planner Phoenix Cos. Inc. launched an app as a paperless way for financial advisors and broker to analyze and file for annuities. EApp is a newly developed electronic ...

With this clause you can exchange an annuity without paying income tax George Lambert has spent 30+ years in the financial industry; his roles include CFP, certified divorce financial analyst, and ...

Worried that new suitability rules for annuities will lead to conflicts between insurers and broker-dealers, an annuity advocacy organization has formed a working group of both parties to work out a ...

A lot of people — we’ve done it too — look at immediate annuities the wrong way. An immediate or income annuity is an insurance product that can guarantee an income for life. For example, in exchange ...

The Department of Labor and the Department of the Treasury (the “Agencies”) are soliciting comments whether the agencies could or should enhance the use of lifetime income or other arrangements ...

Could the walls between fixed annuities and variable annuities be vanishing? Well yes, and well no. During a recent conference call of state insurance commissioners, a few commenters alluded to how ...