Everything listed under: Annuities

  • Selling Index Annuities under the DoL Rule

    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…
  • Who Buys Annuities and Who is Likely to Buy Them?

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