Suitability of Annuity Sales

ING U.S. makes trading debut as VOYA

By Michael K. Stanley | May 2, 2013

Voya Financial made its IPO of 65.2 million shares of common stock at $19.50 per share and began trading under ticker symbol: VOYA.

Global Atlantic breaks with Goldman Sachs

By Michael K. Stanley | May 1, 2013

Global Atlantic Financial completed its break from Goldman Sachs Group, but will retain a minority stake in the company.

New Ireland, Legal & General enter into partnership

By Michael K. Stanley | April 30, 2013

Legal & General will reinsure €136 million of New Ireland’s current annuity business as well as a proportion of its business to be written in the future.

Penn Treaty parties spar over policyholder panel proposal

By Allison Bell | April 29, 2013

The chairman of the companies says the rehabilitator should represent the policyholders.

Dietrich Pension Risk Transfer Index slightly down

By Michael. K. Stanley | April 29, 2013

A key measure of the relative attractiveness of annuitizing pension liabilities was slightly down in April.

Americans set sights on the long-term

By Michael K. Stanley | April 25, 2013

One-third of Americans admit they subscribe to the philosophy behind the old adage: Slow and steady wins the race.

Medicaid planning & SPIAs

By Russell E. Towers, J.D., CLU, ChFC | April 23, 2013

A short term “period certain only” single premium immediate annuity can assist some clients qualify for Medicaid benefits while protecting asset values for heirs.