Topic
Annuities
203 published works
Elder Law Prof Blog
NYT: Making Annuities Easier to Understand
The more I work in the field of elder law, and teach classes, the more I am convinced that enterprises who market to families and seniors fail to realize greater…
International Financial Law Prof Blog
TaxFacts Intelligence Weekly (Dec. 3)
TAX DEVELOPMENTSSEC Announces New Disclosure Requirements for Variable Annuities and Life Insurance The SEC recently proposed a rule change designed to improve disclosures with respect to variable annuities and variable life…
InsureReinsure
Best Interest of the Consumer
By Stephanie Kelly, Troutman Pepper Locke
On July 18, 2018 Maria T. Vullo, New York Financial Services Superintendent, announced the adoption of certain amendments to Insurance Regulation 187, which requires insurers to establish standards and procedures…
Insurance Innovation Watch
New York Amends Regulation 187 (now called “Suitability and Best Interests in Life Insurance and Annuity Transactions”)
By mmacdonald
New York Amends Regulation 187 (now called "Suitability and Best Interests in Life Insurance and Annuity Transactions") Effective August 1, 2019, the New York Department of Financial Services has amended…
Wills, Trusts & Estates Prof Blog
John McLaughlin’s Estate Gets an Annuity Decision
John Joseph McLaughlin, who died in 2016, most likely did not intend for his former spouse, Christina Vidal, to benefit from life insurance annuities purchased prior to their marriage after…
The Business of Benefits
Is Lifetime Income’s Future-and, Ultimately, That of Retirement Security- Through the IRA?
By Robert Toth
IRAs, for whatever reason, are stealthily changing the retirement future. When you look closely at their structures, they can be designed to be incredibly flexible (though often "off-the-shelf" IRAs are…
Elder Law Prof Blog
Diving Deeper into Approval of Short-Term Annuities in Medicaid Planning
3L Villanova Law Student Jennifer A. Ward has an interesting analysis of the Third Circuit's decision in Zahner v. Sec'y Pa Dept. of Human Servs., 802 F.3d 497 (3d Cir.…
International Financial Law Prof Blog
new OECD books available for free reading
OECD Pensions Outlook 2016 The OECD Pensions Outlook 2016 assesses policy issues regarding strengthening pension systems and, in particular, funded pension plans. Read and Share Life Annuity Products and…
Global Insurance Blog
Plans for secondary annuities market pulled by UK Government
Yesterday (18 October 2016), the UK Government announced it will not be taking forward its plans to create a secondary annuities market. The announcement was unexpected – having set the…
Banking, Finance and Securities
FCA reports on thematic review on non-advised annuity sales practices
The FCA has published Thematic Review 16/7: Review of annuity sales practices (TR16/7). In TR16/7 the FCA reports on its thematic review that focused on non-advised sales of annuities made…