Latest News

A New Personal Finance Book
from Moshe Milevsky

September 2, 2008 – In 'Are You a Stock or a Bond?', the finance professor and author explains how to 'Create Your Own Pension Plan for a Secure Financial Future.'

At SEC, A Fresh IDEA Replaces EDGAR

September 1, 2008 – The new system, called IDEA (Interactive Data Electronic Applications), replaces the clunky EDGAR database developed during the 1980s.

Sun Life Financial Sweetens Its Bonus VA

September 1, 2008 – Sun Life Financial has increased its Masters Extra premium bonus to 6% from 5%, regardless of payment size or issue date of the contract.

• Penn Mutual Bolsters Its VA Offerings
• Young Job-Changers Are Cashing Out of 401(k) Plans
• Moody’s: VA Hedging Programs Performing Well

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Features

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Nationwide, Simplified

September 1, 2008 – After slipping to 13th place in individual variable annuity sales at the end of 2007, the Columbus, Ohio firm has been both aggressive and imaginative in introducing new products and new marketing campaigns.

The RetireReady IRA Annuity

September 1, 2008 – The RetireReady IRA Annuity combines an IRA, a GLWB, and many of the same investments that reps and their brokerage clients already use.

The Loud Snorer Down the Hall

September 1, 2008 – Here are some of the opinions about proposed SEC Rule 151A expressed over the phone and on the SEC website by aggrieved indexed annuity partisans.

SponsorMatch Puts a Dab of DB in DC Plans

September 1, 2008 – WBarclays Global Investors (BGI) and MetLife ask plan participants to think about acquiring future income, rather than the pursuing a lump sum or 'number.'

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