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Tax breaks for the well-off likely to be cut off
NEWS REGULATION AND LEGISLATION JUL 13, 2011
Tax breaks for the well-off likely to be cut off

Advisers, start planning now. According to a retirement policy expert, deficit pressures in Washington leave little room for further extensions of tax breaks in 2013.

RETIREMENT LIFE INSURANCE AND ANNUITIES JUL 12, 2011
Financial advisers, insurers hail GAO plug for immediate annuities

RETIREMENT LIFE INSURANCE AND ANNUITIES JUL 11, 2011
ING cementing broker-dealer relationships amid push for new fixed indexed annuity feature

ING is making another go at the independent broker-dealer market, this time with a new fixed indexed annuity feature scheduled for an August release.

Illinois securities cops revoke licenses of reps for annuity sales
RETIREMENT LIFE INSURANCE AND ANNUITIES JUL 11, 2011
Illinois securities cops revoke licenses of reps for annuity sales

State regulator says husband-and-wife team recommended that elderly clients partially surrender VAs for indexed annuities; $426K in commissions in less than four months

RETIREMENT LIFE INSURANCE AND ANNUITIES JUL 11, 2011
Surprise! Fee-based VAs gaining traction — at least among B-Ds

Commonwealth and five broker-dealers sign on to sell Allianz's variable annuity; apes LPL Financial's earlier move

NEWS INDUSTRY NEWS JUL 10, 2011
AIG to pour more money into Advisor Group, Benmosche says

The public will reap a profit as the U.S. government sells off the remainder of its holdings in American International Group Inc., chief executive Robert H. Benmosche said today.

RETIREMENT LIFE INSURANCE AND ANNUITIES JUL 08, 2011
California insurance czar probes 10 insurers over lapsed policies

A slate of major life insurers — the 10 largest doing business in California — are under investigation for the way they handle dormant life insurance policies

NEWS RIAS JUL 08, 2011
Return to big brokerage platforms revives SunAmerica

SunAmerica Annuity and Life Assurance Co. is back in the fight in variable annuity sales after being dropped from or ignored on platforms for the past few years

Wallflowers no more, investors demand more alternative strategies
NEWS RIAS JUL 06, 2011
Wallflowers no more, investors demand more alternative strategies

RETIREMENT RETIREMENT PLANNING JUL 01, 2011
Health savings account balances rise in June

Balances in HSAs — tax-advantaged medical savings accounts — grew to some $11.7 billion in total assets, reflecting a 31% increase over last year.