In the past, many wealthy investors shied away from annuities, traditionally a middle class investment used to pay basic living expenses in retirement. More and more of the wealthy population realizes the guaranteed lifetime income and tax benefits they will receive from purchasing annuities, according …
It looks like the battle is over for fixed indexed annuities and other indexed annuity products. The U.S. Securities and Exchange Commission said they would have to reevaluate their information after the U.S. Court of Appeals vacated the SEC’s Rule 151A. The SEC had hoped …
Equity linked CDs can be a safer and lower-cost alternative to equity-indexed annuities for some investors. In the recent PR Web press release “Equity-Linked Certificates of Deposit: The Safer Low-Cost EIA Alternative,” Jeffrey Voudrie’s article from Guarding Your Wealth is summarized. Equity linked CDs have …
A year and a half long battle between the SEC and insurers is over, at least for now. According to Arthur Postal’s “Appeals Court Vacates Rule 151A” in the National Underwriter, the SEC will have to go back to square one if they want to …
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