A former MetLife and Prudential Financial broker has been barred from the securities industry after allegedly making unsuitable recommendations to clients regarding variable annuities, then taking ...
A retired Navy veteran and his wife are suing Ameritas over the alleged fraudulent sale of unsuitable equity-indexed annuities.
Annuities can be a solid way to secure guaranteed income in retirement. However, they remain notoriously complex, particularly when it comes to comparing fees. Unlike ETFs or mutual funds, where fees ...
Annuity Book Management uses the RightBRIDGE engine to systematically review a financial services firm's entire annuity book of business. The system identifies specific policies and flags ...
The broker, Christopher Reynolds, had five years of experience in the securities industry and was registered at Pruco Securities from 2021 to 2023 and based in suburban Pittsburgh, according to his ...
Salomon Smith Barney has informed its brokers that it has eliminated bonus payments on annuity trails, Registered Rep. magazine has learned. The announcement on Tuesday by Paul Underwood, the firm’s ...
Suitability standards for life insurance and annuities haven't stood still. They've been revised and reinterpreted over time.
WASHINGTON (CBS.MW) -- Regulators found instances of broker dealers targeting senior citizens to make ill-advised investments into variable annuities, according to a study released by regulators ...
A six figure nest egg can feel substantial, but when you turn it into guaranteed income, the real question is how much shows ...
WHITE ROCK, B.C., Sept. 4, 2018 /PRNewswire-PRWeb/ -- Beaton Annuity Services specializes in Canadian annuity products. It can be found on-line at https://www.annuitybrokers.ca. John Beaton, owner and ...
CapitalROCK®, a leading fintech innovator, today announced the launch of RightBRIDGE® Annuity Book Management. The system has already been implemented by ...