Tag: Annuities

Tax Implications of Inheriting Annuities: What Beneficiaries Need to Know

Learn how inheritance of annuities impacts taxes for beneficiaries. Understand tax implications and strategic actions for optimizing post-tax benefits.

Nassau Financial Group Ratings Maintained by KBRA with Positive Outlook

KBRA reaffirms Nassau Financial Group's BBB+ ratings with a Positive Outlook amid strong operational gains. Learn more about the implications for the insurance market.

Unisys Corporation's Strategic Move in Retirement Planning

Unisys Corporation's recent pension risk transfer deal with New York Life exemplifies key trends in retirement planning, impacting financial management and corporate strategy.

Strategic Retirement Planning for FERS Employees

Learn strategic retirement planning for FERS employees to optimize financial outcomes, maximize benefits, and ensure a smooth transition into retirement.

Mark Walter's Class Action Lawsuit: Implications for Insurance Industry

Mark Walter's class action lawsuit reveals critical lessons in insurance fraud and fiduciary duty. Understand the implications for industry regulation today.

House Committee Advances CLEAR Forms Act for Insurance Disclosure Reform

The CLEAR Forms Act aims to simplify insurance disclosures, enhancing consumer understanding and promoting innovation in the insurance industry.

Class Action Lawsuit Against Delaware Life Insurance Co. Highlights Investment Transparency Issues

A class action lawsuit against Delaware Life Insurance highlights the need for transparency in insurance investments and regulatory compliance. Learn more about the implications.

U.S. Life Insurance Sector: Growth in Annuities and Premiums

Discover the surge in U.S. life insurance and annuity sales fueled by rising retirement needs and learn how insurers are responding to market dynamics.

SS&C Technologies Enhances Insurance Marketplace for Financial Advisors

Explore how SS&C Technologies enhances its Annuities & Insurance Marketplace with new tools and carriers for better financial planning.

NAIC Proposes Updates to Annuity Illustrations for Consumer Clarity

The NAIC is updating annuity illustration laws to provide clearer, fixed returns for consumer education and avert misleading practices in the insurance industry.