ANNUITIES

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Independent Channels Drive Record Annuity Sales in 2023, Says Limra

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Total sales by independent agents and broker-dealers grew 29% last year.

Why Annuity Sales Are Booming

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The macroeconomic data tells only part of the story.

DPL And Orion Announce Expanded Partnership

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Advisors on Orion's platform will have access to DPL's commission-free annuity marketplace.

DOL Fiduciary Proposal Slammed During GOP-Led House Hearing

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The agency "has overstepped its authority," Education Committee Chair Bob Good argued.

A $700 Billion Insurance Product Is Powering The U.S. Credit Market Rally

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Annuit sales reached a record high of $385 billion last year.

New Small Business Retirement Plan Mandate Creates Federal IRA

by FA Staff

Small firms with 10 or more workers would be required to auto-enroll employees in a plan.

What Holds Clients Back From Annuities?

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Potential buyers say they like these products, so why don't they jump in?

Don't Be Afraid Of Annuities. Your Clients Aren't

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Advisors were also once reluctant to adopt managed accounts, too. But they got over it.

FSI Could Ramp Up Another Suit Against DOL Fiduciary Rule

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The trade group's president said its appeals to the Department of Labor have fallen on deaf ears.

Annuity Sales Top Records Set In 2022, Limra Says

by FA Staff

Strong economic conditions coupled with growing demand for protected investment growth pushed sales to $385B in 2023.

Advisor Gets 18 Months For Ripping Off NYC Police Union

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The advisor and the union's president conspired to steal money from the fund for eight years.

Client Accuses Ameriprise Of Selling Him Almost $800,000 In 'Unsuitable' Annuities

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John R. Marshall said he was put in the products by a now deceased Ameriprise rep he trusted.

Finra Examiners Detail Reg BI Failures In New Report

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The agency's exams also brought to light issues with cryptocurrency.

Philly Area Father-Son Team Wins $500K From Woodbury For Defamation

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The firm had said the two failed to get authorization for Allianz annuities, but a Finra panel disagreed.

What Holds Clients Back From Annuities?

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Potential buyers say they like these products, but why don't they jump in?

DOL Annuity Rule Proposal Helps Investors Guard Against Conflicts, Proponents Say

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Supporters of the rule weighed in on the last day to offer public comments.

Insurance, Annuity Industry Wants Exclusion From Mass. 'Junk Fee' Rule

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The industry is arguing that the proposal conflicts with the underwriting process.

Jackson Launches Tax-Deferred Calculator

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The calculator provides a comprehensive and tailored view of what an individual's plan looks like if it includes tax-deferred options.

FPA Tells DOL Advisors Need More Time To Phase In Fiduciary Rule

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The trade group's CEO wants clarity on how compliance with other best interest rules will work.

Trade Groups Tell DOL To Withdraw Proposed Fiduciary Rule

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Unions and consumer groups argue rule is needed to weed out costly conflicts.

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