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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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Articles on The State of Current and Future of Annuities

House Members Pomeroy and Brown-Waite Introduce “Retirement Security Needs Lifetime Pay Act” on June 8, 2009 | AALU Bulletin The July issue of the AALU (Association for Advanced Life Underwriting) points out at House Resolution 2748 that proposes tax exclusions for lifetime annuity income payments, …

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