Insurance companies are looking for more clarification from the Department of Labor in regards to how they will comply with the new fiduciary rule. They are also trying to figure out how they will continue to meet the needs of broker-dealers and advisors. Investment News’ …
The Department of Labor’s fiduciary rule has been the talk of the annuity and financial industries for months now. With the requirement timeline approaching, the talk will likely be heating up even more through the rest of the year. LifeHealthPro’s Jane Wollman Rusoff wrote about …
Despite the recent Department of Labor legislation bringing annuities into the limelight, more needs to be done in the industry to make these products relevant in the minds of Americans. Forbes magazine’s Matt Carey and Olivia Mitchell discussed the changes necessary in the annuity industry …
Your resource for learning about, comparing, and selecting the most competitive annuities since 2000.
© Copyright AnnuityFYI 2024
A Somerset Wealth Strategies, LLC Property.
4600 S Kelly Avenue, Portland, OR 97239
The following disclaimer governs the use of www.annuityfyi.com and links from it. By using this website, you agree to the following Disclaimer, Terms and Conditions, and Privacy Policy. The term “you” means a user of this website. The term “our” or “we” means Annuity FYI, its website(s), and any agent of Annuity FYI. The website is owned by Somerset Wealth Strategies, LLC (“Annuity FYI”), an Oregon company. Annuity FYI provides users with general and educational information about annuities and may refer users to unaffiliated financial professionals who are licensed in the user’s state and thereby qualified to address a user’s individual financial situation, which could include evaluating an annuity, providing rates or illustrations and discussing investment risks. All quotes, applications, rate lock ins, or offers to sell are handled by Somerset Wealth Strategies, LLC, or, an unrelated financial services firm that is not affiliated with or owned by Somerset Wealth Strategies, LLC. Any information provided through this website or through links to other websites are provided for educational and general informational purposes only and should not be construed as legal, investment, financial or tax advice. The information published at this website is not intended to be a recommendation to purchase an annuity. You are strongly urged to consult with a financial professional to determine if an annuity product is suitable to your financial situation. Annuity FYI accepts no responsibility for any investment decision made by any user of this website, and it is not responsible for any advice or recommendation made to any user by unaffiliated financial professionals to whom the user is referred. Annuity FYI does not receive compensation from any of the insurance companies on this website. Annuity FYI shares user information, and is compensated by, unaffiliated financial professionals who have access to user information submitted to Annuity FYI (see Privacy Policy).
