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 …
A strong debate over who should oversee equity indexed annuity products has been going on since the SEC introduced Rule 151A in 2008. According to Investment News’ “Indexed-annuities amendment: Insurers yea, advisers nay” by Mark Schoeff Jr. and Darla Mercado, the debate between sides will …
The U.S. Securities and Exchange Commission’s Rule 151A might be thrown out by the U.S. Court of Appeals for the D.C. Circuit, according to “Court May Toss 151A Order” by Arthur D. Postal of National Underwriter. The SEC’s proposed rule would classify indexed annuities as …
It looks like there are some questionable practices going on with the financial strength rating institutions, according to “CalPERS Gives Rating Agencies an FFF” by Kerry Pechter in the Retirement Income Journal. Investors and advisers alike have historically put a lot of faith in the …
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