Monday, July 31, 2017

NAFA Speaker Says Impartial Conduct Standards Have Staying Power

NAFA Speaker Says Impartial Conduct Standards Have Staying Power
By Allison Bell

(ThinkAdvisor)

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Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.

One Small Change, One Monumental Impact

By Gissou Gotlieb, Field Suitability Compliance Officer

It appears we have approached checkpoint 1 and passed it – finally. The roller coaster that has been the Department of Labor’s fiduciary rule finally reached and passed a deadline with concrete marching orders, at least for the next little while. June 9, 2017, had been the extended deadline for the applicability of the rule and the entire industry had been waiting and speculating to see what changes would be in store for us, if any, prior to this date. Fortunately, or unfortunately, the DOL was considerate enough to clarify that there would be no further delay of the initial implementation date more than two weeks before the June 9 deadline, which was far better than their previous attempt of extending the April deadline just days before the due date. So now we know… or do we?

Thursday, July 27, 2017

House panel passes bill to replace DOL fiduciary rule with one requiring disclosure of conflicts

House panel passes bill to replace DOL fiduciary rule with one requiring disclosure of conflicts
By Mark Schoeff Jr.

(InvestmentNews)

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Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.

ACLI, IRI Back Roe-Roskam Fiduciary Rule Alternative Bill

ACLI, IRI Back Roe-Roskam Fiduciary Rule Alternative Bill
By Allison Bell

(ThinkAdvisor)

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Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.

Rep. Wagner drafts bill to kill DOL fiduciary rule, replace it with best-interest standard

Rep. Wagner drafts bill to kill DOL fiduciary rule, replace it with best-interest standard
By Mark Schoeff Jr.

(InvestmentNews)

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Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.

NAFA Urges DOL to Delay January 1, 2018 Fiduciary Rule Applicability Date


FOR IMMEDIATE RELEASE
Contact: Chip Anderson,
Executive Director
Direct 414.332.9306, ext. 1
chip@nafa.com


NAFA Urges DOL to Delay January 1, 2018 Fiduciary Rule Applicability Date


Thursday, July 13, 2017

Producers Across the Country Are Saving Valuable Selling Time

FOR IMMEDIATE RELEASE


Contact:
ANN ARBOR ANNUITY EXCHANGE
45 RESEARCH DRIVE, ANN ARBOR, MI 48103
info@annuity-exchange.com
www.annuity-exchange.com

 


Producers Across the Country Are Saving Valuable Selling Time
 
Financial service professionals across the country are learning what it means to “Step Into the Light,” as Ann Arbor Annuity Exchange, in conjunction with Insurance Technologies, recently launched a new electronic application submittal system that is available to all producers contracted with Ann Arbor Annuity Exchange through their website portal. FireLight® is an electronic application system that helps producers complete “In Good Order” applications quickly and easily, allowing them to save valuable selling time.


Monday, July 10, 2017

FOUR-PART SERIES: Fiduciary Basics – Duty of Loyalty

FOUR-PART SERIES: Fiduciary Basics – Duty of Loyalty
By Kim O'Brien

(InsuranceNewsNet)

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Ann Arbor Annuity Exchange and its representatives do not give legal or tax advice. Please ensure you are familiar with the new Department of Labor Fiduciary Rule and your responsibilities for transactions involving qualified funds prior to meeting with the client.

Trump’s DOL Backs Fiduciary Rule in Legal Brief

Trump’s DOL Backs Fiduciary Rule in Legal Brief
By John Hilton

(InsuranceNewsNet)

Rising rates increase the appeal of lump-sum pension payouts

Rising rates increase the appeal of lump-sum pension payouts
By Jeff Benjamin

(InvestmentNews)

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Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.

Ann Arbor Annuity Exchange and its representatives do not give legal or tax advice. Please ensure you are familiar with the new Department of Labor Fiduciary Rule and your responsibilities for transactions involving qualified funds prior to meeting with the client.
 

Any transaction that involves a recommendation to liquidate a securities product, including those within an IRA, 401(k) or other retirement plan, for the purchase of an annuity or for other similar purposes, can be conducted only by individuals currently affiliated with a properly registered broker/dealer or registered investment adviser. If your financial professional does not hold the appropriate registration, please consult with your own broker/dealer representative or investment adviser representative for guidance on your securities holdings.
 

Coming to a computer near you - July 13!















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This offer is designed for insurance licensed professionals.

Ann Arbor Annuity Exchange is not affiliated with Insurance Technologies, the developer and owner of FireLight®.

Friday, July 07, 2017

FOUR-PART SERIES: Fiduciary Basics – Duty of Diligence

FOUR-PART SERIES: Fiduciary Basics – Duty of Diligence
By Kim O'Brien

(InsuranceNewsNet)

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Ann Arbor Annuity Exchange and its representatives do not give legal or tax advice. Please ensure you are familiar with the new Department of Labor Fiduciary Rule and your responsibilities for transactions involving qualified funds prior to meeting with the client.

Congratulations!

Congratulations to our employees celebrating Spring and Summer work anniversaries!



DOL issues request for comment on fiduciary rule to guide review, possible revisions of measure

DOL issues request for comment on fiduciary rule to guide review, possible revisions of measure
By Mark Schoeff Jr.

(InvestmentNews)

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Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.