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NAIC Bans Flimsy Senior Credentials

October 5, 2008 - A model regulation prohibits the use of misleading senior certifications and designations in the sale of life insurance and annuities.

New York Life’s Ads Emphasize Stability in Troubled Times

October 5, 2008 - The new national campaign is also meant to 'anchor the branding and express the idea that life insurance is a selfless gift.”

T. Rowe Price Offers Online Income Help

September 29, 2008 - The tool, which incorporates Monte Carlo methodology, allows users to also calculate the way specific factors will affect their level of retirement income.

RISE Launches Income Planning Tool for Middle Class

August 3, 2008 - Mature Simplicity delivers “interactive, actionable, product-neutral advice and solutions which clients can trust,' according to a RISE release.

John Hancock Launches Advisor Support Tool

July 27, 2008 - The “Advisor of Choice” program’s main feature is the Income Readiness Review. It also provides education, sales support, and other tools.

SEC Poised to Regulate Index Annuities

July 12, 2008 - Interested parties have until Sept. 10 to respond. The proposed change would take effect 12 months after publication in the Federal Register.

Florida Toughens Penalties on Unsuitable Annuity Sales

July 7, 2008 - A new Florida law more than doubles the penalties for improperly selling annuities to the state’s seniors or to the developmentally disabled.

SEC Still Rattling Sabers at EIAs

June 29, 2008 - If a proposed rule is adopted, only those with securities licenses could sell EIAs, which would be regulated the same way securities are regulated.

Sun Life Offers Value-Added Retirement Income Program

June 29, 2008 - The “Retirement Blueprint” kit contains materials to assess client needs, customize income plans and cultivate client relationships.

Jackson National Launches Two New OptiMAX Fixed Annuities

May 26, 2008 - OptiMAX Level Rate One and OptiMAX Level Rate Two offer a choice of interest rate guarantee periods, guaranteed principal, and flexible withdrawal provisions.

RIIA To Create Retirement Income Designation

April 19, 2008 - The Boston-based nonprofit association is developing a course of study that will lead to a Retirement Management Analyst designation.

Bank Reps Warm Up to Immediate Annuities

April 19, 2008 - Some bank reps are finding that income annuities can be the ideal way to make sure clients do not outlive assets, American Banker reported.

Simplify, Simplify, TowerGroup Advises VA Issuers

April 19, 2008 - Annuity issuers must reduce product complexity, streamline the sales process, and ensure the suitability of sales, according to new research by TowerGroup.

InsuranceNewsNet Calls NBC Broadcast “Tabloid Journalism”

April 19, 2008 - Dateline NBC's April 13 report on high-pressure sales of index annuities (IAs) presented an unbalanced view of annuities, said InsuranceNewsNet.com, an insurance producer website.

NAVA Responds to NBC Exposé of Old Annuity News

April 17, 2008 - In its statement, NAVA said that it and the insurance industry “are categorically opposed to unethical annuity sales practices.”