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SEC’s New Best Interest Standard Met With Mixed Reviews

Earlier this week, the U.S. Securities and Exchange Commission approved the SEC’s Regulation Best Interest: The Broker-Dealer Standard of Conduct (Regulation BI). The SEC started working on the Reg BI project after the U.S. Department of Labor started experiencing difficulties in implementing its own fiduciary …

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Fixed & Variable Annuity Sales Push Total Figures Slightly Upward

Last week, the LifeHealthPro Editors summarized the IRI’s second quarter annuity sales report and found that “Annuity sales (are) trending slightly up year over year.” The Insured Retirement Institute based their report on information from Beacon Research and Morningstar Inc. Second quarter total annuity sales …

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Nine Groups Suing DOL over Indexed and Variable Annuity Rule

Everyone in the financial industry has been talking about the new DOL fiduciary rule that changed the regulations for both variable and fixed indexed annuity products. Some consumer groups think that this is a positive change for consumers, but may not be taking into account …

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Annuity Information Abounds Online

There is a wealth of information online to support people interested in purchasing annuity products, as well as the brokers and advisors who sell them. In this advanced technological time, online tools are crucial to the annuity industry and help overall annuity sales. In “Online …

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