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- Here Come the "Safe" Stock Funds
- As sure as rain begets mudslides, the bear market has spawned a menagerie of new "safe" equity investments. But only one is worth a cautious try. ...
- Articles 2009-05-28
Additional Resources
- Should equity index annuities be registered?(Some Should Be)
- Whether equity index annuities EIA should be registered as securities with the Securities and Exchange Commission SEC should depend on the particularities of the contract through which they are sold as well as on the way they are marketed. SEC registrWhether equity index annuities EIA should be registered as securities...
- Research articles 1997-01-20
- Are EIAs becoming less attractive? (Equity Index Annuities)(Annuity Solutions)
- Equity index annuities EIAs have experienced a decline in popularity, possibly because life insurance companies peddling the EIAs have raised prices to increase their profit margins. A second reason for the decline is a drop-off in new product introductions as insurers have become wary of the Securities and Exchange Commission's...
- Research articles 1997-11-03
- Massachusetts first to act on equity-index annuities; Investors Capital case highlights issue of jurisdiction over product.(News)
- Byline: Dan Jamieson IRVINE Calif. - Massachusetts regulators last week filed a complaint against Investors Capital Corp., charging the firm with failure to supervise its representatives' sale of equity-index annuities. ICC has about a month...
- Research articles 2005-11-21
- Equity index issuer pins slump on NASD; American Equity's 2Q sales plummeted by 32.(News)
- Byline: Gary S. Mogel NEW YORK - The nation's third-largest seller of equity index annuities is pointing a finger at NASD for a 32% drop in annuity sales during the second quarter. Sales of annuities at...
- Research articles 2006-08-14
- Equity index troubles spark Allianz layoffs; NASD regs partly blamed for flat sales.(News)
- Byline: Gary S. Mogel NEW YORK - Broker-dealer anxiety over complying with NASD regulation is causing once-highflying equity index annuities to lose some of their luster, prompting layoffs at the industry's largest EIA insurer. Minneapo...
- Research articles 2006-08-21
- Reps rap broker reins on equity index sales; Many now can sell only from approved lists.(News)
- Byline: Gary S. Mogel NEW YORK - Some registered representatives are angry about broker-dealer restrictions - some of which went into effect Jan. 1 - that limit their outside business activities involving equity index annuities. Several broker-dealers,...
- Research articles 2006-01-23
- Checking up on the returns of variable annuities.
- Checking up on the returns of variable annuities ...
- Research articles 2001-04-23
- SEC to clarify status of EIAs; Soon will spell out if they are securities or insurance products.(News)
- Byline: Sara Hansard WASHINGTON - The Securities and Exchange Commission soon will clarify whether equity index annuities should be classified as securities or insurance products. The commission is expected to complete its review of the ...
- Research articles 2006-12-04
- AIG SunAmerica Benefit First to Combine Upside Potential of Equity Markets with Guaranteed Rising Retirement Income Even When Investors Take Withdrawals
- MarketLock Income Plus Option in Select Variable Annuities Locks in Market Gains or Annual Income Credit for up to 15 Years LOS ANGELES -- AIG SunAmerica Retirement Markets, Inc. today announced an industry first with the introduction of MarketLock Income Plus - an optional withdrawal benefit in select AIG...
- Research articles 2008-06-05
- Brokerage Unit to pay $600 million to settle Allegations while an Insurance Firm gets US Patent for Annuities.
- M2 PRESSWIRE-31 August 2006-InvestSource Inc.: Brokerage Unit to pay $600 million to settle Allegations while an Insurance Firm gets US Patent for AnnuitiesC1994-2006 M2 COMMUNICATIONS LTD RDATE:31082006 For more up to the minute industry updates, please go to www.investsourceinc.com ...
- Research articles 2006-08-31
- Annuities shunned for flexible options.
- Investors are looking for more flexible income generators in their retirement than in the past, according to research from Fidelity. A survey of 230 IFAs revealed that 99 per cent of clients in or nearing retirement are seeking other routes than annuities and traditional...
- Research articles 2006-11-13
- Allianz OKs broker end run around FMOs; Stance will let broker-dealers monitor EIAs more closely.(News)
- Byline: Gary S. Mogel NEW YORK - Allianz Life Insurance Company of North America is changing the way it sells equity index annuities from a model based exclusively on "independent'' wholesalers to one in which large broker-dealers may access EIAs directly....
- Research articles 2006-10-09
- Downsizing for equity will not fund annuities, warns Mercer.
- One in three people with defined contribution pension schemes will rely on equity released from their homes when they retire, according to Mercer Human Resources Consulting. One in three people with defined contribution pension schemes will rely on equity released from their homes when...
- Research articles 2006-08-10
- TIAA-Cref adds funds, variable annuities.
- Teachers Insurance and Annuity Association-College Retirement Equities Fund in New York has introduced five new mutual funds -- two equity and three bond -- and four new after-tax annuity equity accounts to its stable of no-load investment products. The new funds...
- Research articles 2000-04-24
- Two more index UL policies make their debuts.(equity index universal life insurance policies from American General Life and Southland Life)
- American General Life Co of Houston, TX, and Southland Life Insurance Co of Atlanta, GA, are joining Transamerica Occidental Life Insurance Co of Los Angeles, CA in offering equity index universal life policies. These policies began to proliferate in 1996 and are patterned after index annuities. They are not registered...
- Research articles 1997-03-10
- Variance of the CTE Estimator
- The Conditional Tail Expectation CTE, also called Expected Shortfall or Tail-VaR, is a robust, convenient and coherent measure for quantifying financial risk exposure. This paper looks at some statistical properties of the methods that are commonly used to estimate the CTE and develop a simple formula for the variance of...
- White papers 2003-10-01
- Class action litigation looms as new hurdle for EIA insurers; Elderly bilked by high commissions, long surrender periods.(News)
- Byline: Gary S. Mogel NEW YORK - Add class action litigation to the regulatory controversies, bad press and other woes plaguing insurers that sell equity index annuities. A magistrate for the U.S. District Court for the District of...
- Research articles 2007-02-26
- Investors Capital accused of misleading investors
- Massachusetts has charged Investors Capital, a national brokerage firm, with misleading investors -- particularly seniors -- into buying equity-index annuities, complex insurance products with steep commissions and big penalties for early withdrawals. The complaint says that one 71-year-old investor was sold two EIAs totaling $700,000 that charged 25% surrender...
- Research articles 2005-11-17
- Challenger Shareholders Protest Exec Pay
- More than a quarter of Challenger Financial Services Group Ltd's shareholders have voted against a remuneration report that seeks to boost the long term incentives of senior executives.The protest vote, at Challenger's annual general meeting in Sydney on Thursday, is the latest in a string of recent shareholder protests...
- News items 2009-11-12
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