Dateline Annuities

Annuity Sales Supervision Advisory Committee
Respond to matters such as the April 13 Dateline NBC “Tricks of the Trade” program on sales of indexed annuities. Kim Shaul said she would look into having the Committee convene in June in person or by phone to discuss principles. Title: ... Fetch Doc

June 23, 2010
Remove SEC authority to regulate equity indexed annuities. Fiduciary Duty. The Senate counteroffer on section 913 is a failed compromise. as well as a Dateline NBC report titled “Tricks of the Trade.” Accordingly, they should be subject to the ... Get Doc

Alison Denis Joins Liberty Life Insurance Companyas Marketing ...
Dateline City: GREENVILLE, S.C. Liberty Life Insurance Company, a subsidiary of Athene Holding Ltd., and its insurance subsidiaries focus on retail sales of annuities and reinsurance in the U.S. retirement services market, ... Fetch Here

Fixed Index Annuity Product Pricing And Risk Management
2012 * Index annuities can be attractive solutions Can be attractive solutions for clients who Are dissatisfied with low interest rates including Long Term Care Two-tier annuities with illusory benefits Recent negative press For transcript of Dateline NBC aired on 4/13/2008 http ... Fetch Document

Tucker Advisory Group - Official Comment Letter - SEC’s ...
Based upon a clip from NBC’s Dateline on abusive sales practices, the Chairman asserts that such practices “are often used to sell equity annuities and fixed index annuities to the public. Proposed rule 151A would also have a dramatic ... Fetch This Document

Athene Annuity Earns Top-5 Sales Ranking
Dateline City: GREENVILLE, S.C. GREENVILLE, S.C.--(BUSINESS WIRE [2])--A multi-year guarantee fixed annuity from Athene Annuity ranked fifth in sales in sales of annuities and reinsurance in the U.S. retirement services market, ... Access Doc

Tax And Estimated Withholding Tax
Pensions and Annuities Income tax usually will be withheld from your pension or annuity distributions unless you choose not to have it withheld. This rule applies to distributions from: A traditional individual retirement arrange-ment (IRA); ... Document Retrieval

FOR IMMEDIATE RELEASE
Equity indexed annuities (EIA) to be regulated as securities, which was approved with a 3 to 0 vote by the commission. airing of Dateline NBC’s episode, which criticized the sales’ practices of certain unscrupulous EIA producers. ... Access Content

Cody Foster, Founder, Submitted On Behalf Of Advisors Excel
Base your conclusion of the fixed annuity industry on a 45 minute Dateline NBC show is just plain irresponsible. annuities accou nted for 63% of the total annuity complaints that were received. ... Fetch Content

* Social Communion, P. 2 * News By Dateline, P. 4
* News by Dateline, p. 4 * Conference News, p. 9 and annuities should be made in favor of the legal associa­ tion rather than the conference. Write your conference secretary-treasurer for the exact name. B/UK/J ... Document Viewer

4-13-08 Dateline NBC
ASC Director on National NBC Dateline hidden camera investigation Last Sunday evening, April 13, 2008, NBC aired a show concerning questionable sales practices by Variable annuities have been heavily marketed based upon sales promises of tax-deferred benefits and a ... Access Full Source

W-8BEN Certificate Of Foreign Status Of Beneficial Owner Form ...
Form W-8BEN (Rev. February 2006) Department of the Treasury Internal Revenue Service Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding ... Get Content Here

Susan
Lastly, in April – March of this year Stone Phillips of Dateline went underground to review the sales practices, education, and viability of equity index annuities for the elderly, and his segment does not paint a very pretty picture. The web ... Access Doc

Www.royalneighbors.org
On Sunday, April 13, 2008, Dateline NBC aired an exposé on misleading sales tactics used to sell Seniors indexed annuity products. Neighbors annuities have an initial guaranteed interest rate for a specified period of time. Once . ... Access Full Source

The Pros And Cons Of Equity Indexed Annuities
The Pros and Cons of Equity Indexed Annuities EIAs look attractive to conservative investors today. But product features have changed, so advisers should tread carefully. ... Document Retrieval

Response To SEC On Safe Harbor Rule 151(A)
FIA’s are fixed annuities that use an external index to provide interest credits each year. In any given year, the policyholder can either be credited 1) zero, if the I understand that the Dateline NBC story on annuity sales practices was being ... Document Retrieval

ALI-ABA Conference On Life Insurance Company Products ...
Annuities in the seniors marketplace and for the se niors who may benefit from the purchase of annuities in connection with t heir retirement planning and implementation. A. Dateline Investigation NBC Dateline reporter Chris Hansen made his mark ca tching ... Return Document

May 10, 2010
Annuities issued after the effective date, and it does not take effect for two years, affording the industry ample time to prepare for compliance. In short, the rule will provide much needed time Dateline NBC report entitled “Tricks of the Trade. ... Fetch Full Source