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Make Sure Your Annuity is “Medicaid Compliant”

The cost of long term care can be upwards of $100,000 a year and many Americans have not planned ahead by purchasing long term care insurance.  This information comes from the Pittsburgh Post-Gazette’s article “Elder Law: Annuity valuable option in a crisis,” by Julian Gray …

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More States Ensure Best Annuities for Consumers This Summer

Four more states and the District of Columbia will ensure that consumers are getting the best annuities by the end of this summer, according to Linda Koco of Insurance News Net.  In “More Annuity Suitability Rules Going into Effect This Summer,” the Annuity News editor …

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Tax Benefit of Annuities

Some tips for reducing your taxes were recently posted in the RIS Media article “7 Year-End Tax Planning Tips.”  The informative tips come from Ken Rubinstein of New York law firm Rubinstein & Rubinstein.  Gifting money to children or others is the best way to …

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Fixed Index Annuities Battle Over

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 …

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