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Archive for June 2019

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  • Announcing the Launch of InsurTechExpress.com, ‘A One Stop Life Insurance Resource’

    {June 4th, 2019} by The InsurTech Express

    RALEIGH, N.C., May 30, 2019 /PRNewswire/ — The InsurTech Express website has launched at www.insurtechexpress.com. InsurTech Express is the principal resource that brings the Life Insurance and Annuity communities together in one easy-to-access, secure online location for information on Insurtech. It is a network with active participation in industry organizations like ACORD, LBTC, and LIDMA; conferences like InsureTech Connect […]

    A Timeline of the Contentious Fiduciary Rules

    {June 4th, 2019} by Melanie Waddell, Chris Nicholls and Janet Levaux

    The SEC’s Regulation Best Interest was born out of a years-long struggle to regulate brokers as fiduciaries. ThinkAdvisor provides a timeline of the contentious fiduciary rules. Click HERE to view the timeline. 

    HOW ANNUITIES HAVE CHANGED SINCE THE DOL PROPOSED THE FIDUCIARY RULE. Reprint #AnnuityAwarenessMonth

    {June 4th, 2019} by Sheryl J. Moore

    HOW ANNUITIES HAVE CHANGED SINCE THE DOL PROPOSED THE FIDUCIARY RULE. May 8, 2018 by Sheryl J. Moore Before I count the ways, let me comment that the average premium for a deferred annuity is $102,964 as of 4Q2017. I would surmise that the typical fee-based advisor asks that their clients have no less than […]

    Getting started with your Ph.D. in interest crediting on indexed annuities and indexed life: Reprint #AnnuityAwarenessMonth

    {June 4th, 2019} by Sheryl J. Moore

    How on earth is one supposed to get started in learning how to calculate the interest earned on indexed annuities and indexed life insurance? I speak to advisors every day who are interested in the products, yet lack the resources necessary to learn the basics of indexed life and annuities. Wouldn’t it be nice if […]

    Annuities are Important! A video chat invite

    {June 4th, 2019} by N/A

      Annuities are Important! Join Highland Capital on Monday, June 17 for an in-depth discussion about WHY your clients need annuities with special guest, Sheryl Moore.  

    Voices: Why we changed the name of our IBD rankings

    {June 4th, 2019} by Chelsea Emery

    It’s been a time of stunning change for independent broker-dealers. Widespread consolidation has shrunk their numbers and RIAs have encroached on their business models. The firms left standing? They are the Elite IBDs. It’s for this reason (among a few others) we changed the name of our annual, exclusive IBD ranking from FP50. While the latter […]

    FIRST QUARTER 2019 ANNUITY SALES

    {June 3rd, 2019} by Sheryl J. Moore

    Deferred Annuity Sales Total 1Q2019 deferred annuity sales were $55,511,435,934.   Non-Variable Deferred Annuity Sales Total 1Q2019 non-variable deferred annuity sales were $33,465,294,344.   Variable Deferred Annuity Sales Total 1Q2019 variable deferred annuity sales were $22,046,141,590.   Indexed Annuity Sales for the first quarter of 2019 were $17,712 million, compared with sales of $14,219 million […]

    Industry Officials Forecast DOL Fiduciary Rule’s Future

    {June 1st, 2019} by Melanie Waddell

    Labor Secretary Alexander Acosta confirmed in early May that the Department of Labor would indeed issue its own fiduciary-related rules. Exactly what form they’ll take remains unclear, but industry officials’ educated guesses surmise that a full-blown fiduciary rule like the one vacated by an appeals court last year is not in the works. During his […]

    New Upcoming Pension And IRA Tax Law Changes: Here Come The Annuity Sales!

    {June 1st, 2019} by Alan Gassman

    The new 401k/IRA modification rules that have passed the House of Representatives and are now being taken up by the Senate will provide a number of improvements and simplification for high net worth taxpayers, while also taking away the ability to “stretch out” distributions from an IRA that would go to a child or other […]

    AXA Files for Annuity Exchange Offer

    {June 1st, 2019} by Rebecca Moore

    In a filing with the Securities and Exchange Commission (SEC), AXA Equitable Life Insurance Co. has announced an offer for certain participants in the AXA Retirement 360 Defined Contribution Program to be able to exchange some or all of their EQUI-VEST variable annuity holdings for one of the program’s mutual fund options without imposing a withdrawal charge. […]

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