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1035 Exchange: How To Exchange an Annuity or Life Insurance Policy Tax-Free
GoBankingRates via AOL· 2 days agoIf you're looking to update a cash-value life insurance policy or annuity, you may have heard of the...
DOL's new fiduciary rule is out
InvestmentNews· 6 hours agoThe Department of Labor’s new fiduciary rule today is out, an overhaul of a 1975 regulation that the insurance industry has fought tooth and nail, as it...
Department of Labor’s latest fiduciary rule could save investors $5 billion a year, but is it in...
Market Watch· 3 hours agoAdvisers will have to provide “prudent, loyal, honest advice free from overcharges” and avoid...
The DOL Fiduciary Rule Is Final. Here’s What Is–and Isn’t–Different From the Proposal.
Barrons.com· 2 hours agoLabor Department officials say they pored through a voluminous comment record and responded to the...
What Happens to an Annuity When You Die?
GoBankingRates via AOL· 1 day agoAn annuity is an investment product typically purchased from an insurance company to provide additional financial security in retirement. Annuities...
Should I Take a $200,000 Lump Sum or $915 Monthly Payments for a Pension Annuity?
SmartAsset via Yahoo Finance· 1 day agoThe two most important considerations may be when you will receive the lump sum and how long you...
Are Annuities Safe?
GoBankingRates via AOL· 4 days agoRetirees often consider annuities as a good way to generate income in retirement. In fact, an annuity can provide income that you cannot outlive. But...
Eric Henderson Retiring as Head of Nationwide’s Annuity Business | PLANADVISER
PLANADVISER· 2 hours agoThe head of Nationwide’s annuity business, Eric Henderson, will be departing the firm at the end of the year after nearly four-decades at the company, according to a Tuesday ...
How Do You Buy an Annuity?
GoBankingRates via AOL· 1 day agoAnnuities are a type of insurance contract that offer guaranteed income in exchange for a single lump-sum payment or monthly premiums. Annuities help you...
Biden Administration Unveils New Rule to Protect Retirement Savers From Bad Advice
Barrons.com· 6 hours agoIt is likely to face legal challenges. The rule aims to protect retirement savers from conflicts of...