UPDATED JUNE 14, 2013 Last year, this blog discussed FINRA’s new suitability guidelines taking effect in the United States. These coincide with NAIC suitability guidelines in working to protect consumers from unethical sales of annuities. Minnesota is the latest state to adopt these guidelines, according …
I’m happy to see that the federal government is continuing their work promoting annuities as a valuable tool in retirement. Business Management Daily’s “Uncle Sam encourages annuity options” highlights some of the changes being promoted at the federal level. By making it easier to purchase …
The Department of Treasury recently made it much easier for people to buy long-dated deferred income annuities, which are also known as longevity insurance or advanced life deferred annuities (ALDAs). The new regulations mean, for instance, that if you use tax-deferred assets to buy an …
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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