The shift toward fee-based annuities continues to gain traction as insurance companies adapt to regulatory changes, particularly after the introduction of the Department of Labor’s fiduciary rule. Major firms have been expanding their fee-based variable and index annuity offerings. These products aim to better align …
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 …
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 …
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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