May 2013

• Athene Selling Aviva USA Life Business
• Athene Selling Aviva USA Life Business
• The New Retirement: No Retirement?
• The New Retirement: No Retirement?
• Prudential, Wells Fargo Offer Guaranteed Lifetime Income Product
• Private Equity Deals Draw Subpoenas, Questions
• Companies Give New Emphasis To DIAs
• Companies Give New Emphasis To DIAs
• Private Equity Deals Draw Subpoenas, Questions
• Commonwealth And First Allmerica Placed Under Review

Apr 2013

• Using Online Calculators, Advisors Raise Workers’ Retirement Confidence Levels
• The Advisor Effect: More Save For Retirement
• The Advisor Effect: More Save For Retirement
• Pension Funded Status Improves By $29 Billion In March
• Social Security To Face Staffing Shortages
• 'Immediate Society' Trumps Long-Term Planning
• 'Immediate Society' Trumps Long-Term Planning
• 'Immediate Society' Trumps Long-Term Planning
• What Paying Off Mortgage Means To Retirement
• What Paying Off Mortgage Means To Retirement

Mar 2013

• Private Equity Has A Yen For VA Deals
• Private Equity Has A Yen For VA Deals
• What’s In A Word? For Annuities, Buyers
• What’s In A Word? For Annuities, Buyers
• What’s In A Word? For Annuities, Buyers
• Analysis Highlights Advantages Of Retiree Health Exchanges
• GE CEO: Americans Must Pay More For Health Care
• Indexed Life & Indexed Annuities Set Consecutive Sales Records In 2012!
• Resetting For Retirement With Annuity Strategies-Part 2
• Income Annuity Sales Continue Record Climb

Feb 2013

• Retirement Assets To Double By 2020
• Retirement Assets To Double By 2020
• NAFA Response To "States Continue Push For Annuity Commission Disclosure"
• States Continue Push For Annuity Commission Disclosure
• States Continue Push For Annuity Commission Disclosure
• States Continue Push For Annuity Commission Disclosure
• Census: Older Workers On The Rise
• Obama Rules Out Raising Medicare Eligibility Age
• Obama Rules Out Raising Medicare Eligibility Age
• More Employers Likely To Add Roth Features To Plans

Jan 2013

• Investors Say They're On Track With Goals
• Investors Say They're On Track With Goals
• Study Finds 61 Cities' Retirement Systems Face $217B Gap
• Majority Of Consumers Admit Financial Problems Are Self-Inflicted
• Global Pension Fund Assets Hit Record High
• Global Pension Fund Assets Hit Record High
• Genworth Financial Shares Fall On Downgrade
• Illinois Clears Up Uncertainty On Indexed Annuities
• Illinois Clears Up Uncertainty On Indexed Annuities
• IRIC Publishes Issue Brief On Retirement Plans

Dec 2012

• Variable Annuity Sales Drop 4.9% In 3Q
• Variable Annuity Sales Drop 4.9% In 3Q
• Allianz Is Top 3Q Indexed Annuity Carrier
• Allianz Is Top 3Q Indexed Annuity Carrier
• Apollo Unit To Buy Aviva's U.S. Unit For $1.8 Billion
• Products For A Safe Trip Through Turbulent 2013
• Products For A Safe Trip Through Turbulent 2013
• Trade-Offs In Raising Medicare Eligibility Age
• Trade-Offs In Raising Medicare Eligibility Age
• Americans Adapting New Mindset For Funding Their Retirement

Nov 2012

• SEC's Schapiro Resigns After Whistleblower Suit
• Aviva Seeks Balance With U.S. Sale
• MassMutual To Pay $1.625 Million After SEC Investigation
• Sapiens North America Appoints New Head Of Professional Services For Life & Annuities
• Health Care Costs Largest Retirement Worry for Investors
• Jackson National Life Reports Deposits Of $19B
• Allianz Life's Annuity Sales Hurt By Low Interest Rates
• Carriers Target RIAs With Fee-Only Variable Annuities
• LIMRA: Q3 Annuity Sales Down 10 Percent
• Citizens Reports Q3 And Nine Months 2012 Results

Oct 2012

• LIMRA CEO Sounds Storm Warning for Industry
• Deferred Income Annuity Helps Guarantee Retirement Income
• California Life Agent Charged With $1.8M Fraud
• The Standard Expands Index Select Annuity Lineup
• A.M. Best’s Rating Outlook Remains Stable On Life And Annuity Sector
• Insurance Execs Get Time For Annuity Scheme
• Fla. Settles With AIG For Life And Annuity Beneficiaries
• Imeriti Announces Merger With RZ Financial Network
• LIMRA: Internet Research Up For Insurance, Annuities
• NAIC Warns Veterans About Annuities

Sep 2012

• Is the Annuity Industry at a Crossroads?
• Low Annuity Rates Hit Retirees, Average 9.2% Loss
• A Guaranteed Return On An Annuity Has Limits After All
• Is There Enough Capacity in Annuities?
• 43 States Take Part In $10M Allianz Settlement
• System Matches Boomers With Annuity Specialists
• Allianz to Pay $10 Million Fine to 44 States Over Fixed Annuities Practices
• Former Annuity Agent Sentence For Grand Theft
• MassMutual Introduces Flexible Premium Deferred Income Annuity
• If Not VAs With Living Benefits, Then What?

Aug 2012

• A.M. Best Analyzes Rated Us Captives, The Lloyd's Market And Fixed- Annuity Reinsurance
• A.M. Best Assigns Ratings to Guggenheim Life and Annuity Company
• InsuranceNewsNet Magazine Wins 7 Azbee National And Regional Awards
• InsuranceNewsNet Magazine Wins 7 Azbee National And Regional Awards
• Annuity Sales Down From Last Year
• TD Bank Sells US Insurance Business, Puts Focus On Canadian Operations
• LIMRA: Annuity Buyers Ready To Buy More
• Annuity Research Capabilities Enhanced With Annuity Sales And Suitability Software
• Indexed Annuities Are Changing - And Selling
• Customize Annuity Options With Laddering

Jul 2012

• MTL Insurance Selects the Sapiensto Administer its Life Insurance and Annuity Business
• Brief: Winter Springs Woman Convicted In Annuity Fraud
• Why People Buy Annuities
• Indexed Annuity as Alternative Asset Class
• Annuity Surprises Could Be Jump-Starters
• The Hartford Promotes Beth Bombara To Lead Life Runoff
• Annuity Inflows Increase, Overall Activity Declines
• The Hartford Promotes Beth Bombara To Lead Life Runoff
• LIMRA: Advisors Positively Influence Consumers' Behavior and Sentiment Toward Preparing for Retirement
• Best's Rating Notification - Great-West Life & Annuity Insurance Co

Jun 2012

• American Equity Investment CEO Takes Medical Leave
• Symetra True Variable Annuity Offers Low Fees, Tax Deferral
• Wells Fargo Rolls Out Variable Annuity Products in Asset Advisor Program
• Advisors Look To Build Expertise In Retirement Income
• DTCC Releases Report On April Annuity Product Activity
• To Use Exclusive Annuity Distribution or Not?
• Oppenheimerfunds Announces Resolution Of SEC Inquiry
• INN Publisher: Insurance Agent Shortage Critical
• PolicyBox Gearing Up to Deliver Annuity Prospectuses Electronically
• The Phoenix Companies Launches Protected Solutions Annuity

May 2012

• Twitter 101: Prospecting For Annuity Business
• Mutual Funds Bleed $4.9B
• Nationwide Expands Variable Life and Annuity Investment Lineup
• Human Capital: Is Your Client's Potential Protected?
• Human Capital: Is Your Client's Potential Protected?
• Study: Advisors Dumping Alternatives, ETFs and Annuities
• Study: Advisors Dumping Alternatives, ETFs and Annuities
• Jefferson National Adds Alternative Funds to Flagship Annuity
• The Annuity Defined … Really?
• Indexed Annuity Sales Pop 13%; Allianz Still No.1

Apr 2012

• Three Must-Have Conversations with People You Know
• Three Must-Have Conversations with People You Know
• Debunking Annuity Objections
• Security Benefit Launches Innovative Total Value Annuity
• Three-Legged Retirement Stool Part I: Social Security
• New Fixed Immediate Annuity Product Provides Guaranteed Income with Flexibility
• Three-Legged Retirement Stool Part II: Personal Savings
• Freedom to Launch: How to Find Your Big Zig
• Freedom to Launch: How to Find Your Big Zig
• The Opportunity Within Annuities

Mar 2012

• 10X Growth Formula: Dan Sullivan Shows How to Create a Booming Business
• 10X Growth Formula: Dan Sullivan Shows How to Create a Booming Business
• Athene Annuity & Life Assurance Launches New Fixed Annuity
• Bail Granted for Neasham, Keeping Him Out of Jail until Appeal
• New Product from Athene Annuity Aims to Give Nest Eggs a Boost
• ‘Savers’ Of Yesteryear Turn To Indexed Products Today
• Annuity Anxiety
• Annuity Anxiety
• Hate The Hare Of Stocks, Trust The Tortoise Of Annuities
• Fitch: Hartford's New Strategic Plan Supports Rating Stability

Feb 2012

• NAIC Subgroup Says Contingent Deferred Annuities Are a Life Insurance Product
• Liberty Life Changes Name to Athene Annuity & Life Following Merger
• Key Moves For Surviving Low Interest Rates
• LIMRA, Kaplan Partner on Industry-Leading Annuity Training Solution
• Purchasing Power Principle
• Regulators Call for Annuity Income Guarantee Scrutiny
• Annuity FYI Publishes Free Investor’s Guide to Annuity Lifetime Income Benefits
• Using Google+ for Insurance Marketing
• Purposed Regulations for Purchasing Longevity Annuity Contracts
• Baseball, Selling Annuities Both A Data Game

Jan 2012

• Genworth Re-Enters U.S. Indexed Annuity Market
• How Annuities Could Be a Health-Care Cost Cushion
• Conning: Indexed Annuity Business Poised for Growth
• Conning: Indexed Annuity Business Poised for Growth
• Majority of U.S. Residents Shortage of Savings Will Delay Their Retirement
• Eyes Wide Shut II: Good Mutual Funds vs. Investment Annuities
• Lifting the Clouds Over Annuities
• Selling the Insurance Story
• Annuity Think Tank Acquires Private Pension Plan Website
• How to Get the Attention of a High-Profile Prospect

Dec 2011

• Putting the 'New' in Annuities
• Sun Life To End Variable Annuity, Life Sales In U.S.
• 2012 Could Be Rebuilding Year for Annuities
• Hartford Study: Pre-Retirees, Retirees Are Happy, Optimistic
• More Financial Advisers Recommend Variable Annuities; Cost Remains Big Objection
• State Revokes License Of Kansas Insurance Agent
• 3Q Fixed Annuity Bank Sales Up 3%, Hit $4.1B
• Liberty Life Finalizes $3.1B Reinsurance Transaction
• Latest VAs Reflect The 'New Normal'
• Build a Retirement Income Fortress for Your Clients

Nov 2011

• USAA Life Offers Guaranteed Retirement Income Plan
• The Hartford Launches Fixed Index Annuities For Risk-Averse Retirement Savers
• At What Interest Rate Would People Stop Buying Fixed Annuities?
• Total 3Q Annuity Sales Up 5% From Quarter-Prior
• Total 3Q Annuity Sales Up 5% From Quarter-Prior
• New Fixed Annuity Brings Flexibility To 403b Marketplace
• Study Shows Annuity Industry Poised For Growth
• Connect With Mature Annuity Customers Via Social Media
• Is An Immediate Annuity Right For Your Client?
• The Trouble With Indexed Annuities

Oct 2011

• ING USA President 'Delighted' With Decision On Role Of Fiduciary In Retirement-Plan Arena
• DTCC Releases September Reports On Market Activity For Annuity Products
• Warming To IAs: Lower Commissions, Shorter Surrender Periods Increase Appeal
• John Hancock To Launch Cutting-Edge Retirement Income Program
• Annuity FYI Launches Video Series On The Most Popular Annuities
• Annuities Vie With Mattress Money
• VA Players Nosing into Indexed Annuity Market
• With Annuities, Go For The Fixed Variety
• LearnInsurance.com Offers Annuity Suitability Online Courses
• The Three Certainties In Life: Death, Taxes, Easy Money Policy

Sep 2011

• Cheap Postcards, Rich Results
• Milin Joins Liberty Life To Head Annuity Sales Desk
• Life Insurance And Annuity Awards Honor Advancements
• Kill The Salespest, Win The Sale
• AXA Equitable Enhances Annuity In Response To Historic Low Interest Rates
• All IAs Are Not Created Equal
• Indexed Annuity Magic: How Do They Do It?
• Selling Annuities In a Dismally Low Interest Rate Environment
• LIMRA: Third of Retirees Receive Annuity Income
• Texas CPAs Offer Retirement Planning Advice For Self-Employed

Aug 2011

• AnnuityNews Wrap: Downgrade Begets Downgrade?
• Industry Expert Marrion Reports Index Annuities Are More Competitive Than They Have Ever Been
• Industry Expert Marrion Reports Index Annuities Are More Competitive Than They Have Ever Been
• Weenie Words Lose Annuity Sales
• Indexed, Income Annuities Surge in Market Share
• NAIC Targets 'Unrealistic' Annuity Illustrations
• Don’t Be Afraid of Annuity Sales Technology
• Zenith Marketing Group. Hires Edward Meakim, III as Annuity Brokerage Manager
• Allianz Life Launches Exclusive Allianz Index Annuity
• American General Life Companies Announces Annuity Living Benefit: AG Lifetime Income BuilderSM

Jul 2011

• Indexed Annuities or Indexed Life: Top Producers Use Both
• Allianz Unveils New FMO Distribution Model
• Allianz Unveils New FMO Distribution Model
• IRI: Two-Year Anniversary Rebranding Successes Highlighted by Expansive and Highly Engaged Membership
• Future Income IRA: Income You Cannot Outlive
• Legacy Launches New Fixed Indexed Annuity Series
• Athene Holding Ltd. Acquires Investors Insurance Corp., Will Target Retail Fixed Annuity Sales
• Bank Annuities Decline Led by Fixed
• The Annuity Match Game
• A.M. Best May Downgrade Life/Annuity Sector

Jun 2011

• Phoenix Companies Releases New Indexed Annuity
• The Phoenix Companies Launches Premier LifeStyle Annuity
• Top 10 Indexed Annuity Misconceptions
• Schwab Expands Income Annuity Offering
• Symetra Edge Pro(SM) Fixed Indexed Annuity Completes National Rollout
• Limra: VAs Expected to Grow 13% This Year
• NAFA Committee Provides Valuable Input for Iowa Insurance Division’s Bulletin
• Annuity Features Commodities Option
• More Annuity Suitability Rules Going into Effect This Summer
• Illinois Indexed Annuity Case Heads to Court

May 2011

• Illinois Ruling May Reopen Indexed Annuity, Securities Issue
• Retirement Education: The More the Better
• Annuity Sales Post Double Digit Increase
• ‘Medicaid Annuity’ Trouble
• A Guide to Understanding Annuity Commissions
• The Days Of Selling Annuities On Rate Are Gone
• LIMRA: Annuity Sales Improve 16% in 1Q
• LIMRA: Annuity Sales Improve 16% in 1Q
• Bank-Sold Annuities Reach Two Year High
• Money on the Move, Heading to Annuities

Apr 2011

• How To Manage Negative Annuity PR
• Prepare for the EVIL Days
• Why Now is the Time to Sell Annuities
• Volatility Abounds In 2010 Annuity Data
• NAIC OKs Model on Stranger-Originated Annuity Transactions
• A Lost Decade: Or Was It?
• IRI: NAIC Model Puts Insurers on Hook for Annuity Suitability
• Annuity Statistic Roundup

Mar 2011

• Ready for Annuities Paired With Bond Funds?
• Tax-Effective Retirement When the Government’s Broke
• New Annuity Suitability Model Catches On
• Conference Spotlights Innovations in Annuity Industry
• 3 must-know annuity innovations
• It's Cool to be Conservative
• 10/10 Limits IA Design
• Do Fixed Annuity Rates Matter Now?
• Split Annuity - Back in Style!
• Income Annuities Elbow In

Feb 2011

• John Hancock Annuities Wins Top Recognition in Annuity Monitor Website Review
• LTC Annuities: 4 Lessons From The Year
• Bill Would Ensure More Secure Retirement
• States Ready ‘Source of Funds’ Rules
• John Hancock Annuities Starts 'Retirement Talk' Module
• Wall Street Eyes IAs, After Long Battling Them
• Bank Annuity Sales Slowly Build After Rough Start in 2010
• Annuities Help Prudential Financial Beat Estimates
• Want Annuities With That? The Power of the Upsell
• VAs Rocket to $140 Billion in 2010, After Double-Digit 4Q

Jan 2011

• Torchmark Exits Variable Annuity Business With Sale of United Investors to Protective Life
• Garden State Grows Insurance Compact
• Health Care Campaigns Build on Both Sides
• Fidelity, MetLife Sell $1B in VAs With Lifetime Retirement Income
• Robert Fishbein Named Chair Of Committee Of Annuity Insurers
• State of Tax Treatment Catches Eyes in Insurance
• Why So Much Misinformation on Indexed Annuities?

Dec 2010

• December 2010 Is The Best Month To Create A GRAT
• No Relief for Depressed Bank Annuity Sales
• Annuity system breaks new agent records for 2010

Nov 2010

• Carriers on the Hunt for New Producers
• Companies Shuffle Top Deck of Annuity Sales
• IRI Report Finds Surge in VA Benefits
• Annuity Sales By Banks Drop 52 Percent in Second Quarter
• Despite Low Interest Rates, Indexed Annuities Jump
• Source of Funds Looms on Horizon
• Third Quarter Indexed Annuity Sales Set A Record!
• Annuity Sales Slide Amid Profit Concern
• MetLife Finds Success with Alico
• Prepare for Tougher Annuity Standards

Oct 2010

• Index Cap Rates are Low. Now What?
• Index Cap Rates are Low. Now What?
• Morningstar, Inc. to Acquire Annuity Intelligence Business
• The Phoenix Companies Announces Strategic Alliance with The AltiSure Group; Launches Secure Lifestyle Annuity Series
• Dropping Annuity Rates Raise Open Market Option Viability
• NAIC Targets STOA
• Phoenix Sheds a Company, Gains a New Annuity Line
• Advisors Give Clients More Control with Liquidity Feature
• Opportunities and Challenges Facing the Industry
• New York Life Introduces Simplified Fixed Deferred Annuity

Sep 2010

• Towers Watson Finds Growth in UK Enhanced Annuity Market
• Hartford VA Letter Causing ‘Mayhem’
• Vanguard Launches Annuity Service
• Annuities Can Ease Retirement Planning in Tough Economy
• Bank Life Sales Continue to Surge for 5th Quarter
• Auto Club: Annuities Can Ease Retirement Planning
• Despite Desire for Guarantees, Americans Keep Old Attitudes about Annuities
• The Law Firm of Shepherd Smith Edwards & Kantas LLP Continues to Investigate Claims Involving Sales of Variable Annuities
• The Roth IRA Conversion - On Sale NOW! Less than 4 Months left!
• House Bill Could Provide Added Flexibility for Americans Saving for Retirement

Aug 2010

• NAIC Group to Investigate Retained Asset Accounts
• John Hancock Annuities Makes eDelivery Options Widely Available to Customers
• LIMRA: Double-Digit Growth for VA Sales
• Life Insurance and Annuity Community Selects Winners of CSC Innovation Awards
• Variable Annuity Sales Up Strongly In UK Compared With Second Half Of 2009
• John Hancock Annuities Makes eDelivery Options Widely Available to Customers
• Towers Watson Releases Modeling Suite For Life, Annuities
• As IMSA Membership Falls, So Does Number of Independent Assessors
• VA Affordability on the Rise, Costs Decline
• Fixed Annuity Sales Slump 37% Since 2009

Jul 2010

• Indexed Annuities Regain AIG Unit After Banner Year
• New Educational Publication Focuses on Advertising Guidelines and Disclosure for Fixed Annuities
• Pru Exec: Fed Insurance Office a Positive Step
• Guardian Introduces SPIA
• Annuities: Their Attraction Grows In Uncertain Times
• Great-West Life & Annuity Insurance Files Current Report
• Financial Planning Coalition Regrets SEC Taken Out of Indexed Annuities
• BestDay Video for Tuesday, July 27: US Variable Annuities Look to Stem Two-Year Slump
• BIG “I” Comments On President Signing Financial Services Reform Bill Into Law
• Indexed Annuities’ Battle with SEC Comes to An End

Jun 2010

• Fixed Annuities Make A Slow Recovery
• Advisors Can Help Clients Achieve Greater Retirement Income Potential With Increased Payout for the Nationwide Lifetime Income Rider
• LIMRA: Guaranteed Riders Remain Popular With VA Buyers
• LIMRA Study: Guaranteed Living Benefit Riders Remain Popular With Variable Annuity Buyers
• Congress Eyes Annuities as Way to Bolster Retirement Security
• House OKs Indexed Annuity Protection Rule
• Massachusetts Mutual, Northwestern Mutual and NY Life Among Nation's Strongest Life and Annuity Insurers
• Guardian Introduces Single Premium Immediate Annuity
• John Hancock Annuities Wins Top Rating from Annuity Monitor for Client Account Information Displays
• Symetra Income Annuity Products Now Available on CANNEX Exchange

May 2010

• Jackson Adds American Funds to Variable Product Investment Annuity
• Beacon: Fixed Annuity Premium Down 52%
• Equity-Indexed Annuities Sales Drop 4% in 1Q
• NAFA Appeals to Government Agencies to Use Fixed Annuities in Retirement Income Planning
• Purshe Kaplan Sterling Investments Selects Insurance Technologies’ VisibleChoicetm As Its Annuity Sales Platform To Help Investment Executives Accelerate Their Annuity Sales While Staying Compliant
• On Days Like This, Annuities Look Better Than Ever
• Annuities Coming To Your Retirement Plan
• Life Settlement Industry Opposes Stranger-Originated Annuities
• Media Advisory: NAIC To Hold Public Hearing On Stranger Originated/Owned Annuities
• Retirement Debate Focuses on Annuities

Apr 2010

• The Genworth Financial Companies Add Single Premium Deferred Annuity with Market Value Adjustment to Portfolio
• A Reversal Of Fortunes In Variable Annuities
• Lifelong Retirement Income: The Cost of Excluding Variable Annuities
• Allianz Life Enters Fee-Based Market with Allianz Retirement Pro Variable Annuity
• Hartford CEO: Annuities Are Key; New Structure to Unearth Possibilities
• A Reversal Of Fortunes In Variable Annuities
• NAIFA Adopts Policy Opposing Stranger-Originated Annuities
• Genworth Life Insurance Company Launches Total Living Coverage Annuity

Mar 2010

• Aviva announces NEW MultiChoice Fixed Indexed Annuity Series for 2010
• Rich Get Richer In Variable Annuity Market
• American National's New N.Y. Life Subsidiary Targets the Fixed Annuities Market
• Jackson National Boosts 2009 Net Income on Variable Annuity Hedging, Sales
• Philanthropist Sued For Insurance Scheme
• 3% 12 Month Walk Away Annuity Now Approved in 13 States, Including New York
• Phoenix Launches Indexed Annuity Product Series With “Look Back” Indexed Accounts
• AIG Reclaims Crown as Top Fixed Annuities Seller
• NAIC Tightens Annuity Marketing Model
• Sales Of Enhanced Annuities Rise In UK

Feb 2010

• AIG Star Teams Up With Orix for Annuity Business in Japan
• Report: Benmosche Envisions AIG With Narrower Focus
• VAs Slowly Recover, LIMRA Finds
• Australia Sees Drop in Superannuation Assets
• Labor, Treasury Departments Study Benefit Of Annuities For Retirement Security
• Annuities Aren't Going To Save Your Retirement
• Sun Life Financial Enhances Masters Variable Annuities
• Nationwide to Pay $2.1 Million to Settle Annuity Suitability Concerns
• 2009 Indexed Annuity Sales Set Record
• Australia Sees Drop in Superannuation Assets

Jan 2010

• Best's Rating Notification - XL Life Insurance and Annuity Company
• Unity Life Introduces Annuity Plus TFSA To Increase Saving Options
• John Hancock Names New Head Of Annuity Distribution
• John Hancock Expands Its Variable Annuity Product Line
• White House Panel Supports Annuities
• Benchmark Variable Annuity Experience Study From Ruark Consulting Helps Insurance Companies Manage Risk and Capital
• Mike Treske Appointed Head of Annuity Distribution for John Hancock and President of John Hancock Wood Logan
• Annuity Contract Backed by Taxpayer's Mutual Funds Approved
• Hagens Berman Sobol Shapiro LLP Announces Class-Action Against the Variable Annuity Life Insurance Company - Hagens Berman Sobol Shapiro
• Financial Prep 101: Structured Settlement Annuity

Dec 2009

• New York Life Achieves Record Annuity and Mutual Fund Sales
• Pacific Life Ranks Number One Again in Indexed UL and Variable UL Sales
• NAIC Committee OKs Annuity Suitability Model
• Annuity Suitability Model Advances At NAIC
• J.G. Wentworth Annuity Purchase Program Featured in USA Today
• SEC Presses for 151A But Offers 2-Year Stay
• Fidelity Investments Life Insurance Company1 Provides Low Cost, Tax-Deferred Variable Annuity Solution to Independent Advisors Through FundQuest
• Shhh: AIG Back On Top In Fixed Annuities
• Sun Life Financial Variable Annuity Sales Continue Rising With 64% Gain in First Nine Months of 2009
• Great American Financial Resources Settles With Minnesota A.G. Over Annuity Sales

Nov 2009

• Transamerica Adds New Investment Options To Variable Annuity Lineup
• Long-Term Care Insurance Riders
• Retirement Jackpot Is Signed Into Law
• Hartford Narrows Net Loss as Unrealized Investment Losses Drop More Than 50%
• Congressman Fattah: Thanks to Specter, Casey for a Major Step Along History's Path
• Transamerica Adds 16 Investment Options to Variable Annuity Lineup
• LTC Awareness Month Finds Americans Still in Dark about Long-Term Care
• Allianz Life Recaptures Title as No. 1 Seller of Equity-Indexed Annuities in Third Quarter
• TIAA-CREF Offers Time-Tested Tips to Help Reach Retirement Goals for National Save for Retirement Week
• Beacon's Fixed Annuity Premium Study Reports Third Quarter's Fixed Annuity Sales

Oct 2009

• Investment Firm Pope Acquires Annuity & Life Re
• U.S. Life Insurer Lincoln National Posts Third-Quarter Profit After Three Straight Net Losses
• Minnesota Governor Proposes Interstate Health Compact
• Pacific Life Ranked Number One in Indexed UL and Variable UL Sales
• CSC and Towers Perrin Offer Financial Risk Intelligence Solution to Life Insurance and Annuity Market
• A.M. Best, Equity Analyst See a Rough Road for Life Insurers
• New Hartford CEO to Look at 'Executing Better in the Marketplace'
• CSC and Towers Perrin Partner On Financial Risk Intelligence For US Life Sector
• Aviva Names New Executives, Combines UK Businesses
• For Consumers Nearing Retirement: New Allianz Life Annuity Can Generate Income after Just 5 Years

Sep 2009

• The Ides of September: The Insurance Industry a Year After the Financial Meltdown
• Plan for New Annuity Model Continues at NAIC
• I.I.I. Offers Tips On Choosing An Annuities Sales Agent
• Symetra Keeps Focus as Others Raise Fees, Reduce Benefits on Variable Annuities
• The AIG Effect: AIG on State of Distribution, Sales of Annuities, Post-Bailout
• Sales of Fixed Annuities Up 10% in 2Q; Big Indexed Writers Gain Ground on Market Rally
• Littlefield Named CEO of Aviva USA
• The Genworth Financial Companies Launch New GenGuard(SM) Suite of Universal Life Insurance Products
• Despite Slump, A Few Companies Are Bursting with VA Sales
• Life Insurers See Improving Conditions in Second Quarter

Aug 2009

• Posting Major Second-Quarter Net Jump, Allstate Looks to Reposition Fixed Annuities, Get Higher Rates
• Phoenix Launches First Standalone Dual Coverage Universal Life Policy That Pays Benefit On The First Death
• Retirement Planning Brings Stress to Couples
• Allianz Life Launches New Variable Annuity Riders
• Annuity Fees Head North
• Novarica Report: Variable Annuity Writers Must Streamline to Thrive
• A.M. Best Downgrades Ratings of Guaranty Income Life Insurance Company
• Ohio Regulators Place State's Only Physician-Owned Health Insurer Into Liquidation
• Transamerica’s Principium II Variable Annuity Continues to Gain Market Share
• Hartford Financial Senior Vice President Named Chief Actuary of Hartford Life

Jul 2009

• Acting N.Y. Regulator Named to Head NAIC Life Committee
• MetLife Introduces Simple, Lower-Cost Variable Annuity
• FINRA Fines Bank Broker-Dealers $1.65 Million for Supervisory Failures in Variable Annuity, Mutual Fund and UIT Transactions
• New Retirement Security Bill Proposes to Make Portion of Guaranteed Lifetime Income Payments Tax-Exempt
• Senate Bill Would Reverse SEC Decision to Regulate Annuities
• Economic Downturn May Favor Leaner, More Affordable Long-Term Care Insurance Products
• Looking Forward To A Debt-Free Retirement
• ING Launches New Roundtable Series for Mid Market Retirement Plan Consultants and Advisors
• Misleading Marketing Tactics Could Turn Reverse Mortgages Into a New Financial Bubble
• Staying Financially Fit Before, During & After Recession

Jun 2009

• Surging First Quarter Sales Strengthen New York Life Position in Annuities
• Genworth Financial Repays Balance of 2009 Long-Term Debt Obligations
• A.M. Best Special Report: Life/Annuity Companies Adjust to Volatile Markets
• Regulator Warns Manulife On Variable Annuities
• Prudential Annuities Names Chief Market Strategist
• Beacon's Fixed Annuity Premium Study Reports First Quarter's Fixed Annuity Sales
• Fitch Rates Prudential Financial's Senior Notes 'BBB'; Affirms Ratings; Outlook Negative
• John Hancock Launches New Retirement Income Solution
• Has the Drop in VA Sales Bottomed Out?
• Federal Functional Regulation For Life Insurance Essential Element Of Reform, ACLI Says

May 2009

• A Bleak Start to 2009 for Earnings of Biggest U.S. Life Insurers
• Symetra Enhances its Freedom Income Annuity Offering
• Fitch Downgrades Hartford's Debt & Life Ratings; Outlook Negative
• John Hancock Names James R. Boyle President
• Lincoln National Posts Net Loss on Charge for Jefferson-Pilot VA Business
• A.M. Best Special Report: Life/Health Insurers Grow More Vulnerable to Financial Impairment Due to Losses
• Hartford Life Suspends Sales in Japan
• Hartford Ends Foreign VA Sales as It Posts $1.2 Billion Loss
• Allstate Announces Quarterly Dividend, Will Not Participate in TARP
• Putnam Investments CEO Reynolds to Call for Sweeping Retirement Reform Agenda

Apr 2009

• Ten Major Retirement Risks, And Tips On How To Manage Them
• USA Tax & Insurance Services, Inc. Announces Rollout of the EliteRIA Producer System(TM)
• Is It Safe? AIG Crisis Could Affect Annuities
• Financial Advisers Recommend Safer Assets Due To Sluggish Economy
• Allstate, National Journal Release Inaugural Heartland Monitor Poll Findings Reflect Middle America's Perceptions of Financial Risk and Recovery
• New Washington State Law Regulates Sale Of Annuities
• Financial Crisis Focuses Need for Long-Term Financial Protection
• Broker-Dealer's Due Diligence on Life Insurers' Products Gets Tougher
• Annuity Trade Group NAVA Hires Former Ohio Insurance Director as General Counsel
• New York Life Taps Former Compact Chief for Washington Team

Mar 2009

• IMRE Named Agency of Record for NAVA
• Despite Hefty Investment Losses, Some U.S. Life Chiefs Say Fundamentals Are Strong
• Fitch Affirms MassMutual's IFS Rating at 'AAA'; Revises Outlook to Negative
• Recession Has No Effect on Mid-Income Retirement Hopes
• States Are Limiting Annuities Availability With 10/10 Rules
• Total Admitted Assets for Top 25 U.S. Life/Health Writers Drops 10.1% in 2008
• Symetra Annuities Provide Stability for Shell-Shocked Investors
• Variable Annuity Questions Answered
• AARP Seeks Annuities At Group Rate
• Young to Retire as Chairwoman, President and CEO of Life Insurer Phoenix Cos.

Feb 2009

• IRA Rollover Rules and Tax Implications
• Legal Battle for Fixed Indexed Annuities Set to Begin in May
• The Hartford's President, Thomas Marra, Will Retire
• Prudential Retirement Selected by New York MTA
• Pacific Life Expands Variable Investment Options with Mid-Cap Value Portfolio & American Funds® Asset Allocation Portfolio
• Annuity Providers Seek Rule 22e-3T Provision
• Lincoln National Wins $13M Jury Verdict in GMWB Patent Lawsuit
• Relief is a Case-by-Case, State-by-State Campaign for Life Insurers
• Legislators Sponsor Anti-Annuity Fraud Law
• Income Annuities: A Guaranteed Retirement Income Forever

Jan 2009

• FAs Offer Rates That Investors Can't Refuse
• MetLife Total Absence ManagementSM Introduced as Enhanced Solution for Employers
• The Oldest Victims: When Mortgages Dried Up, Cons Got Creative, Expert Says
• Fitch Downgrades Nationwide Mutual Following Life Privatization
• A.M. Best Removes Ratings of Old Mutual Plc From Under Review; Assigns Negative Outlook
• Hanover Insurance Divests Remaining Run-off Life Insurance Business
• Variable Annuity Outlook Hinges on Market Upturn
• Investors Say Jailed Pilot Swiped Money For Years
• ING Introduces 'Direct' 403(b) Program to Delaware Educators
• Lincoln National Cutting 5% of Its Work Force

Dec 2008

• The Dixie Chicks of Economics Annuities Aren't Guilty, They've Been Framed
• U.S. Sales of Equity-Indexed Annuities Up 5.2% in Third Quarter
• A Look at Long-Term Care Costs
• Banking's Silver Lining - Bank Annuity Commissions Up 14% in First Three Quarters of 2008
• Get It While You Can; The Days Of Grats Might Be Numbered, So Clients May Want To Consider Their Benefits Now.
• Beacon’s Fixed Annuity Premium Study Reports Third Quarter’s Bank Channel Sales
• Standard Life Insurance Company of Indiana Taken Over by Insurance Department
• Baby Boomers, Gen Xers Cope With Shifting Connotations of 21st Century Retirement
• Midland National Settles With Minn. Over Unsuitable Sales of Indexed Annuities
• Annuities Aren't Right For Many Nest Eggs

Nov 2008

• Peachtree LBP® Announces Update of Loan Rate for LBP 401(k) Plus®
• Protective Life Posts Third-Quarter Net Loss on Investment Losses, Annuity Business Results
• 401k Toolbox's Manage It for Me Now Available as a QDIA to Plan Sponsors Using Lincoln Financial Group's Lincoln DirectorSM Retirement Program
• Will Downturn Goose VAs?
• EbixExchange and SIGNiX Join to Support Annuity eSignature Pilot
• TowerGroup: Life Insurance Industry Must Shift Product Mix, Adjust Distribution and Focus on Cost Containment During Economic Crisis
• University Required to Make FICA Contributions For Participants In Its Œsection 403-b Tax Deferred Annuity Plan
• U.S. Life Insurers' Variable Annuity Business Hit Hard in Third Quarter
• Lincoln Financial Group Comments on Standard & Poor's Ratings Action
• The Equels Law Firm Scores $27 Million Victory Against Bear Stearns & Co., Inc.

Oct 2008

• Ivy Funds Variable Insurance Portfolios Now Available Within Ohio National Annuity Products
• Fixed Annuities Prove Their Mettle in an Unsteady Market
• Prudential Financial to Post $700 Million in Third-Quarter Charges
• Prudential Cites Credit Chaos as It Posts $166 Million Third-Quarter Loss
• Legal & General Cautiously Optimistic as New Life Sales Edge Up
• Annuity Providers Face a Challenge: Advisers' Aversion
• The Hartford Introduces New Bicentennial Freedom Universal Life Insurance Policy With Optional LifeAccess Accelerated Benefit Rider
• Marital Charitable Remainder Trust
• MetLife Trims Third-Quarter Outlook, Plans Unspecified Job Cuts
• NAVA 2008 Annual Meeting Focuses On Helping Americans Achieve Retirement Security in Turbulent Economic Times

Sep 2008

• New Jersey Governor Signs Pension Reform Bill
• Lincoln Financial Group Announces Interim Appointments for Heads of Lincoln Financial Distributors and Retirement Solutions
• ING Fixed Annuities Enhances Withdrawal Benefit to Make Guaranteed Income for Life Easier
• Fitch Revises Hartford's Outlook to Negative
• Annuity Laddering Can Help Your Client Weather Economic Storms
• Guardian Adds New Annuity Rider To Benefit Individuals Seeking Guaranteed Long-Term Retirement Payments
• Service Simplified: How Planned Performance Tracking Addresses Real Life Insurance Service Challenges

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• The Real Story Behind Landing the Big Case
• The Real Story Behind Landing the Big Case