Variable Annuities

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Trade Group Wants Annuity Tax Deferrals Maintained

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The Insured Retirement Institute, the largest annuity trade group, on Tuesday laid out its 2015 “wish list” for Congress and federal agencies.

SEC's New Investor Watchdog Lays Out Risky Products For 2014

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The U.S. securities investor watchdog office unveiled its list of the top products and practices that bedeviled mom and pop investors in 2014.

Annuities Can Fill Investing Gaps, Advisors Say

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Annuities come in all shapes and sizes and advisors need to be able to tell their clients the advantages and problems of each, say three advisors.

LPL Financial To Reimburse Annuity-Switching Fees To Investors

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LPL Financial has agreed to reimburse more than half a million dollars to investors to settle complaints over switching annuities, a securities regulator said

Annuity Trade Group Names LPL President As Chairman

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The Insured Retirement Institute, the trade group for the annuities industry, named LPL Financial President Robert Moore as its new chairman.

Annuity Sales At Three-Year High

by FA Staff

Industry-wide annuity sales rose to $59.9 billion in this year's second quarter, a 9.9 percent increase from last year.

Great-West Financial Acquires J.P. Morgan Retirement Plan Services

by FA Staff

The acquisition makes Great-West Financial the second largest provider in the U.S. defined contribution market with nearly 7 million participants, says the firm.

Jefferson National, COO Lau Part Ways

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David Lau, Jefferson National Financial’s chief operating officer, has vacated the post after nine years with the company, company officials confirmed today.

Jackson National Takes Big Lead On Variable Annuities As Rivals Scale Back

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Prudential Plc, the largest U.K. insurer by market value, extended its lead in U.S. variable annuity sales at its Jackson National Life unit as rivals scaled back.

Allianz Life Hires Compliance Leader

by FA Staff

Jeff Pruitt has joined the firm from PNC Asset Management.

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