Latest News

Fixed Annuity Sales Reach a Six-Year High—Beacon Research

August 26, 2008 – With an estimated $24.6 billion in premiums, U.S. sales of fixed annuities soared to their highest levels since 2003 in the second quarter of 2008.

Bank Fixed Annuity Sales Rise 26% in Second Quarter

August 24, 2008 – Reported second quarter sales of about $7 billion were 25.8% higher than in the prior quarter and 81.1% higher than sales in the second quarter of 2007.

GAO Cautions Against Proposed PBGC Investment Strategy

August 24, 2008 – The U.S. Government Accounting Office said the new strategy “allocates significant portions of the portfolio to volatile or illiquid assets.”

• NAIFA Opposes SEC Move to Classify Indexed Annuities as Securities
• Labor Department Seeks Better 401(k) Investment Advice
• NAVA Appoints Catherine J. Weatherford President and CEO

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Features

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Think Big, Start Small, Scale Fast'

July 30, 2008 – Several big financial services companies have created in-house retirement task forces, but few have made a more aggressive or concerted effort in that direction than Lincoln Financial Group.

SEC Poised to Regulate Index Annuities

July 30, 2008 – Last June 25, the SEC approved a proposal that would, for the first time, classify index annuities as federally regulated securities.

Insurance Man Bites Dog

July 30, 2008 – The editors of SmartMoney magazine could have thrown some much-needed light on variable annuities but chose to cast them in the worst light possible.

The Arms Race for Distribution

July 30, 2008 – Faced with the toughest equity market in five years, the top-selling variable annuity issuers have stepped up their wholesaling game, adding road warriors and equipping them with value-added products and services.

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