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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· 4 hours agoAdvisers will have to provide “prudent, loyal, honest advice free from overcharges” and avoid...
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...
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...
Eric Henderson Retiring as Head of Nationwide’s Annuity Business | PLANADVISER
PLANADVISER· 3 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 ...
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...
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· 7 hours agoIt is likely to face legal challenges. The rule aims to protect retirement savers from conflicts of...
The DOL Fiduciary Rule Is Final. Here’s What Is–and Isn’t–Different From the Proposal.
Barrons.com· 3 hours agoLabor Department officials say they pored through a voluminous comment record and responded to the...