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 ...

Hartford insurer-wealth planner Phoenix Cos. Inc. launched an app as a paperless way for financial advisors and broker to analyze and file for annuities. EApp is a newly developed electronic ...

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 ...

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 ...

John Egan is a veteran personal finance writer whose work has been published by outlets such as Bankrate, Experian, Newsweek Vault and Investopedia. Ben is the former Retirement and Investing Editor ...

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 rule is intended to facilitate the payment of benefits partly in the form of an annuity and partly as a single sum. The Internal Revenue Service (IRS) has issued a final rule modifying minimum ...

Learn about Hybrid Annuities, including its definition, features, providers, strategies, and challenges. Discover factors to consider when choosing one.

An annuity is a financial product you purchase from an insurance company with a lump sum or a series of payments. After you pay the contract in full, you start receiving payments from the insurance ...

Organization forms group to examine new annuity rules Worried that new suitability rules for annuities will lead to conflicts between insurers and broker-dealers, an annuity advocacy organization has ...