By Kerry Pechter
“An annuity is a contract with an insurance company.” Sadly, many texts about annuities begin this way. You might as well describe marriage to teenagers as “a legal contract between two people of the same or opposite genders.”
By Kerry Pechter
FINRA Regulatory Notice 13-45, on the heels of the FINRA Conflict of Interest report, may be its way of telling the DoL that FINRA can make the suitability standard work, and that broker-dealers don't need a DoL fiduciary standard.
By Kerry Pechter
The largest single source of income for Americans ages 65 and over, as a group, is earned income, according to a study by AARP based on recent U.S. Census data. In 2012, almost 22 percent of older Americans had earnings.
By Kerry Pechter
The series includes six 30-second spots that will air during the Rose Bowl, Fiesta Bowl, Orange Bowl and BCS Championship game.
By Kerry Pechter
A new subsidiary of Prudential will hold 70% of the shares of Uni.Asia Life Assurance Berhad.
By Kerry Pechter
During the deregistration process, Principal Bank narrowed its activities to those of a limited purpose trust savings bank.
