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The Changing World of Annuities
by Ryan W. Smith The annuity industry is undergoing massive changes. While many changes were already beginning to appear, once the Department of Labor announced its final Fiduciary Rule in the spring of 2016 reforms …
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- Annuities
- client relationships
- financial advisors
Can the new President and Congress stop the DOL Fiduciary Rule from being implemented?
Yes, legally the rule can be stopped from full implementation. However, many companies have already made process shifts, product and compliance changes that they would most likely not roll back if the rule was stopped. …
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- Annuities
- client relationships
- financial advisors
Many news sources are saying that the Fiduciary Rule has caused a decline in annuity sales, is that correct?
Indexed annuities are increasing in market share in the annuity world, while variable annuities have shrank. Some in the industry believe these two factors are related but there are other dynamics at play. For example, …
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- Annuities
- client relationships
- financial advisors
Are annuities provided an exemption from the new DOL Fiduciary Rule similar to what they previously had?
When the new Fiduciary Rule goes into full effect in April 2017, if the incoming President and unified Congress do not block its implementation, all annuities (fixed, variable and indexed) will be governed by the …