Annuities Sales

Responding To The Variable Annuity Crisis
The main driver of this performance was variable annuities. Exhibit 1 on the following page shows variable annuity sales grew by around 9 percent annually over this time (approximately $50 billion Variable annuities sales $ Billions 1998 +10% ... Access Doc

Annuity Electronic Sales Kit - Forethought Financial Group
Forethought® Annuities are issued by Forethought Life Insurance Company. Annuity Electronic Sales Kit Agent ResouRces Sales Desk 855-44-SALES (855-447-2537) Customer Service 877-244-7526 new Agents IllustRAtIons / estImAtORs tRAInIng contAct us ... Document Retrieval

ANNUITY SALES - THE TAIL WAGS THE DOG Kathleen E. Kienitz, Esq.
ANNUITY SALES - THE TAIL WAGS THE DOG Kathleen E. Kienitz, Esq. As an attorney with a busy elder law and estate planning practice, I often advise clients ... Access Content

New Market Takes Shape: Deferred Income Annuity Product Helps Redefine Retirement Market As Sales Hit $1 Billion
New York Life today announced that its new Guaranteed Future Income Annuity1 , a flexible way to generate lifetime income in the future, exceeded $1 billion in premiums since its July 2011 introduction. ... Read News

Insurers Slow Production Of Fixed-index annuities
Insurers slow production of fixed-index annuities Aviva, Midland, North American, EquiTrust, Fort Dearborn make moves to dampen sales By: Darla Mercado ... Fetch Document

Feature And Column *38 - Law Offices Of Steven Riess
Sales of variable annuities have grown at an enormous rate during the last decade. Despite the tremendous increase in sales, a growing consensus among experts in the financial industry finds that variable annuities are suitable for only a ... Retrieve Content

How To Access Your Contract Online - Pacific Life - Annuities
1 of 5 go electronic How to Access Your Contract Online Annuity contract information and transaction capability are available 24 hours a day, 7 days a week. ... View Document

5 Times When A Credit Union Isn't Your Friend
There's a lot to like about credit unions.Many have lower banking fees and higher yields than banks. And since they're member-owned, credit unions usually offer generous membership perks such as free financial ... Read News

CD Or Annuity?
Remember, annuities are long term retirement products and may not be appropriate for everyone. Beware of Sales charges and administrative fees are not taken into account and would reduce the tax-deferred performance shown if they were. ... View Document

Avoid Being Fooled By Deceptive sales Practices Alert: High ...
440-3494 (10/07/COM) Tips for protecting yourself When it comes to annuities, inappropriate sales practices can occur in many ways and come from a variety of sources. ... Document Viewer

Broker-Dealer Supervision Of Variable Annuity Sales
Relevant Suitability Requirements A. NASD Suitability Requirements 1. Conduct Rule 2310Conduct Rule 2310 2. Conduct Rule 2110 3. Special Guidance for Variable Annuities ... Doc Retrieval

Pacific Life Variable Annuities
13141-12A 5/12 Because Retirement Requires a New Way of Thinking Pacific Life Variable Annuities 6/12 13141-12B ... Doc Retrieval

Annuities And Senior Citizens
Annuities and Senior Citizens What you need to know before you buy. Senior Citizens Should Be Aware Of Deceptive Sales Practices When Purchasing Annuities ... View Doc

FLORIDA TIGHTENS LAWS ON SUITABILITY OF ANNUITY SALES TO SENIORS
Code with regard to sales of life insurance and annuities. THE “FREE LOOK” PROVISION An early version of the Seibel Act would have expanded the “free look” provision of Section 626.99(4)(a), Fla. Stat., for purchasers of annuities who are 75 or older, from the current ... Document Retrieval

Variable Annuities
Annuities Variable Missouri Securities Division Office of the Secretary of State Other charges, such as initial sales loads, or fees for transferring part of your account from one investment option to another, might also apply. Be sure you ... Get Document

Compliance Alert
Compliance Manager, Individual Annuities State: Texas Bill: HB 2762 Effective: September 1, 2007 Subject: Replacement of Annuity Sales Purpose To implement rules regarding life and annuity sales when a replacement is involved. Summary ... View Full Source

Examination Findings Regarding Broker-Dealer Sales Of ...
This joint 2004 SEC-NASD report reviews weak sale practices associated with deferred variable annuities and gives recommendations including taking the customer's age into consideration. ... Doc Retrieval

Tax-Sheltered Retirement Plans - Welcome To Utah State University
Annuity Annuities and Senior Citizens Annuity sales pitches to sellers: Who can you trust?* “Annuity University” Dinner Seminar Marketing Concept Annuity Seller Websites Reporting Unethical Sales Summary Annuity Resources Questions? ... Fetch Here

Insurance - New York Life
Variable and fixed annuities, and immediate annuities, NYL International and New York Life Investment Management (NYLIM), which manages sales, and product design that mitigates liquidity risk. The company is exposed to liquidity risk through ... Document Retrieval

California Department Of Insurance Four-Hour Annuity Training ...
Annuity Sales Practices for California Insurance Agents’ Training Courses Background . Section 1749.8 of the California Insurance Code took effect on January 1, 2005. Selling annuities for Medi-Cal eligibility (Section 789.9 of the CIC) 1. ... View This Document