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SEC Votes to Regulate Equity-Indexed Annuities

In a 4-1 vote on December 17th, the U.S. Security and Exchange Commission decided to expand their definition of securities to include annuity contracts and optional annuity contracts, affecting indexed...

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Insurance Companies Sue SEC Over Indexed Annuity Regulation

Following up on a post from last month, a coalition of insurance companies has filed a lawsuit against the Security and Exchange Commission over the new rule that classifies indexed annuities as...

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SEC Sued By NAIC, NCOIL Over Equity Indexed Annuities Rule 151A

In the National Underwriter, Arthur D. Postal writes that the National Association of Insurance Commissioners (NAIC) and the National Conference of Insurance Legislators (NCOIL) have jumped into the...

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New Vanguard Variable Annuity With Guaranteed Lifetime Withdrawal Benefit...

According to the Retirement Income Reporter, Vanguard is planning to launch a new variable annuity that features a guaranteed lifetime withdrawal benefit. The firm has filed an application with the...

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Indexed Annuities Rule 151A Battle

In “NAIC backs bill to reverse SEC’s Rule 151A annuities regulation” by Keith Martin, he states that the National Association of Insurance Commissioners does not agree with the Securities and Exchange...

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SEC Warns of Some Variable Annuity Disclosures

The SEC has found some problems with how certain variable annuity prospectus’ disclose minimum income benefit information.  Some investors have been given the wrong information by uninformed advisors,...

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The SEC Helps Explain Variable Annuities

Variable annuities are a good way to safely secure retirement income while having the potential to receive gains in the stock market.  They can be confusing products though and are not necessarily...

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3 Notable SEC Variable Annuity Filings

Every spring insurance companies release variable annuity product updates and introduce new products to the market.  The filings made with the Securities and Exchange Commission give us a preview of...

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Insurance Companies Sue SEC Over Indexed Annuity Regulation

Following up on a post from last month, a coalition of insurance companies has filed a lawsuit against the Security and Exchange Commission over the new rule that classifies indexed annuities as...

View Article


SEC Sued By NAIC, NCOIL Over Equity Indexed Annuities Rule 151A

In the National Underwriter, Arthur D. Postal writes that the National Association of Insurance Commissioners (NAIC) and the National Conference of Insurance Legislators (NCOIL) have jumped into the...

View Article

New Vanguard Variable Annuity With Guaranteed Lifetime Withdrawal Benefit...

According to the Retirement Income Reporter, Vanguard is planning to launch a new variable annuity that features a guaranteed lifetime withdrawal benefit. The firm has filed an application with the...

View Article

The SEC Helps Explain Variable Annuities

Variable annuities are a good way to safely secure retirement income while having the potential to receive gains in the stock market.  They can be confusing products though and are not necessarily...

View Article

Image may be NSFW.
Clik here to view.

3 Notable SEC Variable Annuity Filings

Every spring insurance companies release variable annuity product updates and introduce new products to the market.  The filings made with the Securities and Exchange Commission give us a preview of...

View Article


Insurance Companies Sue SEC Over Indexed Annuity Regulation

Following up on a post from last month, a coalition of insurance companies has filed a lawsuit against the Security and Exchange Commission over the new rule that classifies indexed annuities as...

View Article

SEC Sued By NAIC, NCOIL Over Equity Indexed Annuities Rule 151A

In the National Underwriter, Arthur D. Postal writes that the National Association of Insurance Commissioners (NAIC) and the National Conference of Insurance Legislators (NCOIL) have jumped into the...

View Article


New Vanguard Variable Annuity With Guaranteed Lifetime Withdrawal Benefit...

According to the Retirement Income Reporter, Vanguard is planning to launch a new variable annuity that features a guaranteed lifetime withdrawal benefit. The firm has filed an application with the...

View Article

The SEC Helps Explain Variable Annuities

Variable annuities are a good way to safely secure retirement income while having the potential to receive gains in the stock market.  They can be confusing products though and are not necessarily...

View Article


Image may be NSFW.
Clik here to view.

3 Notable SEC Variable Annuity Filings

Every spring insurance companies release variable annuity product updates and introduce new products to the market.  The filings made with the Securities and Exchange Commission give us a preview of...

View Article
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