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- Rehabilitating a Lopsided Portfolio
- When the Radoseviches began phasing into retirement in 2006, their portfolio was worth about $1.5 million. Not anymore. Don, like everyone else, was enthralled by the stock market’s seemingly unstoppable surge in value in the past 20 years. He recalls, with something like nostalgia, that “from 1990 to 2000, everything...
- Articles 2009-09-24
Additional Resources
- A.M. Best Comments on Potential Rating Outlook Changes for Major Equity-Indexed Annuity Writers
- OLDWICK, N.J. -- Following the recent negative publicity surrounding some annuity writers' market conduct and sales practices, A.M. Best Co. will be conducting a focused review on major equity-indexed annuity writers over the next several weeks that may result in some ratings outlook changes.
- Research articles 2005-02-23
- S&P Indexed Annuities
- In the industry's never ending quest to sell more and more products, one came up with the equity-indexed annuity. Instead of a yield based on bonds, the return is on normally the movement of the monthly Average S&P with certain caps and floors. But there are several methods that the...
- White papers 2003-01-01
- A.M. Best Special Report: Equity-Indexed Annuities — Risks Revisited
- OLDWICK, N.J. -- A.M. Best Co. remains cautious on the equity-indexed annuity segment due to its thin profit margins and management challenges during the continuing low-interest-rate environment. Nonetheless, A.M. Best believes that some equity-indexed annuity writers have weathered the interest-rate and investment challenges better than others.
- Research articles 2005-01-31
- Brokers curtail equity- indexed-annuity sales; Independent-contractor reps may lose money.(News)
- Byline: Dan Jamieson IRVINE, Calif. - Independent-contractor brokerage firms are taking steps to restrict the sale of equity-indexed annuities in response to pressure from NASD of Washington. Currently, most independent firms allow their reps to sell fixed ...
- Research articles 2005-09-26
- Citing disclosure concerns, NASD issues guidance on equity-indexed annuity sales.(National Association of Securities Dealers)
- Citing concerns about "marketing, supervision, disclosure and investor-protection issues," the National Association of Securities Dealers, in an expected move, has issued formal guidance to registered firms that sell equity-indexed annuitie Citing concerns about "marketing, supervision, disclosure and investor-protection issues," the National Association of Securities ...
- Research articles 2005-09-01
- Despite market uncertainty, 2005 sales of equity-indexed annuities set a record.(Briefing)
- Despite uncertainty in the equity-indexed annuity market, triggered by the National Association of Securities Dealers' notice to member broker-dealer firms last August, sales for the product in 2005 reached record highs. Meanwhile, Iowa's insurance commissioner, who heads the National Association of Insurance Commissioners'...
- Research articles 2006-05-01
- FBL Financial Group Inc. Q4 2008 Earnings Call Transcript
- Question-and-Answer SessionOperator Operator Instructions Your first question comes from Steven Schwartz - Raymond James. Steven Schwartz - Raymond James I got a few; I guess I will start with just on the capital numbers that you gave. Iowa has changed a couple of rules. They are now including deferred...
- Earnings calls 2009-02-20
- Protective Life Insurance Co.(New Products and Services)(Brief Article)
- Protective Life Insurance Co. has introduced its first indexed annuity, the ProSaver Index Choice. The product offers seven- or 10-year initial surrender periods, the choice of a fixed or indexed account, annual reset, credited interest linked, ... Protective Life Insurance Co. has introduced its first indexed...
- Research articles 2005-05-01
- Another two S&P-indexed annuities hit the streets.(Standard and Poor's)
- The Standard and Poor's 500 Composite Stock Price Index is being used by Memphis, TN-based Delta Life and Annuity's Index Advantage policy and Des Moines, IA-based ALLIED Life's ADVANTAGE 500 policy. These indexed annuities are single premium policies thaThe Standard and Poor's 500 Composite Stock Price Index is being used...
- Research articles 1996-05-06
- 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
- 3 more equity index annuities make mkt. debuts. (products from Delta Life and Annuity Co., Transamerica Life Insurance and Annuity Co. and Unity Mutual Life Insurance Co.)
- Insurance companies have rolled out three new equity index annuities EIA, boosting the total number of EIA products on the market to nearly two dozen. The new products include Delta Life and Annuity Co.'s Index Advantage International, Transamerica Life Insurance and Annuity Co.'s Select Index Annuity and Unity Mutual Life...
- Research articles 1996-12-23
- One of the Industry's First Equity Indexed Annuities Now Renovated; Lincoln Benefit Life Company, an Allstate Company, Enhances the Saver's Index Annuity Series
- NORTHBROOK, Ill. -- Ups and downs in the stock market have made some consumers saving for retirement hesitant about easing back into it. Yet, knowing the gains that could be achieved makes some, even the most risk averse, interested in equity indexed annuities, which may provide higher potential earnings than...
- Research articles 2005-06-06
- AmerUs Group Chief Product Officer Brian J. Clark to Present at Association of Insurance and Financial Analysts Conference
- DES MOINES, Iowa -- AmerUs Group Co. (NYSE:AMH), a leading producer of life insurance and annuity products, today announced that Brian J. Clark, executive vice president and chief product officer of AmerUs Group, will be presenting at the annual Association of Insurance and Financial Analysts AIFA conference on March 6,...
- Research articles 2006-03-03
- NASD Regulation of Indexed Annuities Agent Survey Announced by AnnuityForums.com
- MILWAUKEE -- The recent NASD Notice to Members 05-50 has created a stir among Annuity Agents concerned about future regulation of Indexed Annuities.
- Research articles 2005-12-21
- SEC has gotten simplification right, so far.(annuity prospectus language must be written in non-jargon laden contract language)
- Ms. BOROS IS CHAIR OF NATIONAL ASSOCIATION FOR INDEXED PRODUCTS, RESTON, VA., AND A PARTNER IN THE WASHINGTON, D.C. LAW FIRM OF JORDEN BURT BOROS CICCHETTI BERENSON & JOHNSON LLP. SHE MAY BE E-MAILED AT: JEB@WDC.JORDENUSA.COM. Ms. BOROS IS CHAIR OF NATIONAL ASSOCIATION FOR INDEXED PRODUCTS,...
- Research articles 1998-04-27
- Old Mutual Financial Network Introduces HeritageMaster Single Premium Equity Indexed Universal Life
- BALTIMORE -- Old Mutual Financial Network OMFN, through Fidelity and Guaranty Life Insurance Company, introduces an exciting new product that can be offered through both the Life and Annuity sales distribution channels. HeritageMaster is a single premium, equity indexed universal life insurance product that offers consumers peace of mind, favorable...
- Research articles 2005-08-09
- S&P Rates JEM Warehouse Bonds Pty. Ltd. A-
- MELBOURNE--BUSINESS WIRE--Standard & Poor's CreditWire 9/18/98 -- Standard & Poor's today assigned its single-'A'-minus rating to the A$58.34 million fixed-rate indexed annuity bonds the bonds issued by JEM Warehouse Bonds Pty. Ltd. JEM. JEM's bond issue has been structured and arranged by ABN-AMRO Bank N.V. Australian Branch.
- Research articles 1998-09-18
- SAFECO Corporation Reports Fourth Quarter and 1998 Financial Results
- SEATTLE--BUSINESS WIRE--Jan. 25, 1999--SAFECO Corporation (Nasdaq:SAFC) today announced fourth quarter 1998 earnings that were affected by an underwriting loss in its property and casualty operations and adverse results from its life insurance company's equity-indexed annuity product, according to Chairman and CEO Roger Eigsti.
- Research articles 1999-01-25
- Version 8.0 of Fiserv ID3 Insurance Administration System Delivers Expanded Core Functionality as well as Enhanced Long-Term Care and Equity-Indexed Annuity Capabilities
- Business Editors
- Research articles 2004-06-15
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