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- The 5 Scariest Threats to Your Financial Future
- Never mind the Halloween ghosts and goblins. Here are five year-round portfolio perils that should really frighten you. We?ll show you how to avoid them. 1. ‘No Risk, Big...
- Articles 2009-10-23
Additional Resources
- NASD variable guidelines presented at NAVA annual. (National Association of Securities Dealers, National Association for Variable Annuities)
- The National Assn of Securities Dealers presented at the 1994 National Assn of Variable Annuities a set of guidelines for marketing variable annuities. The Securities and Exchange Commision had approved the guidelines, which were designed to prevent the mThe National Assn of Securities Dealers presented at the 1994 National Assn...
- Research articles 1994-10-10
- Sun Life Doing Robust Business in Variable Annuities
- Canada's third largest life insurer, Sun Life Financial, is making news this week. First the company announced its interest in a U.S. acquisition, and then its stateside chief executive said that it's doing a robust business in variable annuities. This should make investors, as well as the...
- Blog posts 2009-11-24
- Variable annuities
- As a financial product sold by life insurance companies, it's no surprise that variable annuities have similar features to life insurance. Variable annuities are a hybrid financial product, combining features of mutual fund investing and life insurance. A variable annuity is a contract. You buy the contract with an initial...
- White papers 2003-09-08
- MetLIfe Launches GMAB For Variable Annuities; New living benefit in MetLife's suite of optional benefits
- NEW YORK -- MetLife, the second largest provider of variable annuities, today introduced a new living benefit rider to its suite of optional benefits for its variable annuities. The Guaranteed Minimum Accumulation Benefit GMAB is available with most MetLife deferred variable annuities offered through the company's agency and independent distribution...
- Research articles 2005-11-21
- VA insurers get message: 'simplify.'(National Association for Variable Annuities convention)
- The 1996 National Association for Variable Annuities convention heard several speakers who urged life insurers to simplify their variable annuities contracts and the marketing presentations of them. One speaker noted the overuse of industry-specific language that laypeople do not understand. Sales materials talk about 'redeeming' shares, for example, rather than...
- Research articles 1996-11-04
- Insurers eye American Skandia's VA securitization. (American Skandia Life Assurance Corp.'s variable annuities)
- American Skandia Life Assurance Corp. has issued a debt offering worth $42 million to securitize packaged fees for a block of the company's variable annuities. The securitization is believed to be a first in the variable annuities field. Variable annuities need a large cash flow to pay financial advisers. American...
- Research articles 1997-01-13
- Performance seen as top feature for VAs in 1996.(variable annuities)
- Insurers are using asset-type features and benefits to market deferred variable annuities, since consumers are primarily concerned with annuity performance. Prudential Annuity Services of Liberty Corner, NJ, offers annuities with asset-allocation, automatInsurers are using asset-type features and benefits to market deferred variable annuities, since consumers are primarily concerned with annuity...
- Research articles 1996-01-15
- Experience with VA profiles slated for research.(variable annuities)
- The National Association for Variable Annuities is working in conjunction with the Securities and Exchange Commission to evaluate the effectiveness of the variable annuity profile which it issued in summer 1996 to help investors make their investment choices. The profile is to serve as a precursor to a definitive investment...
- Research articles 1997-01-20
- Variable Annuities: What You Should Know
- This is a general description of variable annuities – what they are, how they work, and the charges you will pay. Before buying any variable annuity, however, you should find out about the particular annuity you are considering. Request a prospectus from the insurance company or from your financial professional,...
- White papers 2002-06-19
- SEC Eyes VA Market Competition.(National Association for Variable Annuities)(Government Activity)(Brief Article)
- The Securities and Exchange Commission has some concerns about variable annuities, not the least of which is the impact of the industry's heightened competitiveness on sales and marketing. The Securities and Exchange Commission has some concerns about variable annuities, not the least of which...
- Research articles 2001-07-09
- ACLI says SEC's mutual fund proposals disadvantage VAs.(In The News)(American Council of Life Insurers, variable annuities)
- A Securities and Exchange Commission proposal aimed at combatting mutual fund trading abuses would disadvantage pension funds and variable annuities, say life insurers. A Securities and Exchange Commission proposal aimed at combatting mutual fund trading abuses would disadvantage pension funds and variable annuities,...
- Research articles 2003-12-08
- Outlook for variable annuities fairly dim: rising prices a likely deterrent.
- On the surface, estimates that new variable-annuities sales rose 5% last year might be cause for high-fives all around. But executives, who know what's behind the numbers, say the apparent gains are deceptive. If anything, the figures appear t ...
- Research articles 2003-02-03
- SEC warns on variable annuities.
- * The Securities and Exchange Commission is warning investors against buying variable annuities in tax-deferred retirement plans. On its website, www.sec.gov, the agency says investors should consider buying them only for other features, such as li * The Securities and Exchange Commission is warning...
- Research articles 2000-06-12
- Checking up on the returns of variable annuities.
- Checking up on the returns of variable annuities ...
- Research articles 2001-04-23
- 'Investor control' is a dinosaur that has survived. (Internal Revenue Service requires timely taxation of some variable annuities)(Column)
- The Internal Revenue Service regards the earnings generated by variable annuities VAs as currently taxable if the mutual fund underlying the VA is accessible to the public, instead of only to policyholders. The result is that a VA can lose some of its tThe Internal Revenue Service regards the earnings...
- Research articles 1997-03-24
- How the SEC regulates variable annuities.
- The Securities and Exchange Commission's SEC structure is outlined, and its regulatory functions pertaining to variable annuities are described. A chairman and four commissioners comprise the SEC, which is an independent agency. In its regulation of varThe Securities and Exchange Commission's SEC structure is outlined, and its regulatory functions pertaining...
- Research articles 1998-01-19
- SEC 'No Action' Letter May Help Some VA Prospectuses To Lighten Up.(Securities and Exchange Commission, variable annuities)(Brief Article)
- The paper-load headaches associated with "unbundled variable annuities" have drawn the attention of an unlikely source--the Securities and Exchange Commission. The paper-load headaches associated with "unbundled variable annuities" have drawn the attention of an unlikely source--the Securities and Exchange Commission.
- Research articles 2001-04-09
- IVAs outpaced by rider.(income variable annuities)(Lincoln Financial Group's i4Life Advantage)(Brief Article)
- Lincoln Financial Group's i4Life Advantage is attracting lots of money as an alternative to traditional immediate variable annuities. Investors elected the patented optional feature, which Lincoln markets as a retirement income solution, on $177 mill Lincoln Financial Group's i4Life Advantage is attracting lots of money...
- Research articles 2005-09-01
- Three Insurers Join to Teach Annuity Sales Techniques.(ING Variable Annuities, Prudential Investments, Pacific Life Insurance Co.)(Brief Article)(Statistical Data Included)
- Prudential Investments, ING Variable Annuities and Pacific Life Insurance Co. have launched a continuing education program for financial professionals on how to find new opportunities in the annuity market. Prudential Investments, ING Variable Annuities and Pacific Life Insurance Co. have launched a continuing education...
- Research articles 2001-06-01
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