Everything listed under: Annuities

  • Selling Index Annuities under the DoL Rule

    Reports/Studies
    We recently completed a survey of how bank-owned and 3rd party broker dealers plan to adapt product menus under the Department of Labor’s Fiduciary Standard for retirement accounts…
    $1,000.00
  • Who Buys Annuities and Who is Likely to Buy Them?

    Reports/Studies
    Marketing annuities has become increasingly more challenging in recent years. Interest rates are depressed, living benefits have been constrained, and some underwriters have abando…
    $250.00