Ontario, CA – September 12, 2012 – Laser App Software, the leading provider of forms automation and management software for the securities and insurance industries, today announced that The Phoenix ...

Zinnia, a leading life and annuity technology company, today announced the launch of a fully digitized in-force annuity servicing capability, giving the industry a modern way to manage post-issue ...

Worried that new suitability rules for annuities will lead to conflicts between insurers and broker-dealers, an annuity advocacy organization has formed a working group of both parties to work out a ...

On July 1, 2024, the SEC adopted tailored disclosure requirements and offering processes for non-variable annuity contracts—specifically, for registered index-linked annuities (RILAs) and annuity ...

With this clause you can exchange an annuity without paying income tax George Lambert has spent 30+ years in the financial industry; his roles include CFP, certified divorce financial analyst, and ...

Recipients of periodic or annuity retirement plan distributions provide a Form W-4P to payors of pension or annuity payments for the correct amount of federal income tax to be withheld from these ...

The Department of Labor and the Department of the Treasury (the “Agencies”) are soliciting comments whether the agencies could or should enhance the use of lifetime income or other arrangements ...

Could the walls between fixed annuities and variable annuities be vanishing? Well yes, and well no. During a recent conference call of state insurance commissioners, a few commenters alluded to how ...

ONTARIO, CA--(Marketwire - Sep 12, 2012) - Laser App Software, the leading provider of forms automation and management software for the securities and insurance industries, today announced that The ...

Worried that new suitability rules for annuities will lead to conflicts between insurers and broker-dealers, an annuity advocacy organization has formed a working group of both parties to work out a ...