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Despite overwhelming bipartisan support in the House, measure remains stuck in the Senate.
Legal and administrative challenges have stalled uptake by plan sponsors.
Others insurers are also poised to pull out of the New York market given the tougher sales standards.
Two veteran advisers reflect on more than 35 years of managing retirees' assets and expectations
This detail could catch clients off guard when they surrender or exchange a policy.
Few highly rated insurers are offering fixed annuities guaranteeing more than 3%, a challenge for advisers in search of yield for clients.
Large firms are well-situated to comply with the cost standards in the SEC's Reg BI given changes they made to prepare for the DOL fiduciary rule.
The regulator issued an investor bulletin about indexed annuities that instead described a different product — a buffer annuity.
American Equity, American Financial Group, Lincoln National and Principal say lower interest rates are leading to reduced annuity payouts and, in some cases, lower sales.
The agency may have fixed a big tax problem for RIAs, but issues remain with many fee-based products.
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