Surprise: DOL Rule Targets Indexed Annuities

The DOL may have put a crimp in the sales of the hot-selling but controversial annuity product when, without specific warning, it raised the regulatory bar for the sale of fixed indexed annuities. (This article is free today.)

Thanks-givings (Not Misgivings) about Social Security

This year I'm claiming the Social Security benefits that I've earned on my own work record. I'm old enough now to be truly thankful for Social Security, whose future is precisely as certain, as fair, and as bountiful as we decide it will be.

The Alt-Asset Teams that Reinvent Annuity Companies

'Insurance Solutions' groups use private assets to boost the returns of life/annuity company investment portfolios. RIJ talks with Todd Fonner of Investcorp Insurance Solutions about this trend.

One Life Insurer’s Pivot to Private Assets

American Equity Investment Life’s ‘AEL 2.0’ strategy is designed to help it thrive even in a low yield environment. Allocating up to 40% of its money to ‘private assets’ is key to the fixed annuity specialist's plan.
Featured

A Conversation with Jackson National’s CEO

'If a guy is getting ready to lose his house, and the VA account is the only liquidity he’s got, he’s not going say, ‘But our guarantee is in the money so we won’t touch it,’ said Jackson National chief Barry Stowe about his firm's record 2015 VA sales--and the risks that success could bring.
News

Surprise: DOL Rule Targets Indexed Annuities

The DOL may have put a crimp in the sales of the hot-selling but controversial annuity product when, without specific warning, it raised the regulatory bar for the sale of fixed indexed annuities. (This article is free today.)

LIMRA LOMA launches fiduciary rule help center

'We will host several events, where industry leaders tasked with implementation can share their ideas and perspectives on the challenges created by the DOL fiduciary rule," said a release from the LIMRA LOMA Secure Retirement Institute.

With DOL in mind, Insurance wholesaler starts an RIA

'With the pending DOL rule, we feel that Sawtooth is helping us to be uniquely positioned to help our advisors satisfy the requirements of the new rule,” said a release from Advisors Excel in Topeka, KS.