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IRS Ruling Favors Fee-Based Annuities

UPDATED: August 27, 2019 Allianz Life Insurance Company of North America has become the fourth insurer to receive a tax ruling from the IRS allowing advisors to get their fees directly from the assets inside a client’s annuity contract, without creating any tax consequences. The …

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New Fee-Based FIA from American Equity

One of the nation’s leading sellers of  fixed indexed annuities, American Equity Investment Life Holding Co., has recently announced a new guaranteed lifetime income-focused fixed indexed annuity (FIA) with fee options. According to an article from InsuranceNewsNet, the FIA will be launched next month and …

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Are Fee-Based Annuities Right for You?

In response to the Department of Labor’s fiduciary rule, which requires financial advisors to offer retirement advice that is only in their clients’ best interests, the annuity industry has introduced a new generation of product. Several big time insurers, including Lincoln Financial Group, Pacific Life …

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Symetra Jumps on the Fee-Based FIA Train

The fee-based fixed indexed annuity trend rolls on as Symetra Life Insurance announces the launch of Symetra Advisory Edge and Symetra Advisory Income Edge.  According to a recent news article, Advisors who sell Symetra annuities now have both the traditional commission-based Edge FIA products and …

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