Tag: Annuity Pricing Lifetime Income

DOL Fiduciary Rule and SPIA Pricing Disclosure, It’s About Time!

There is a new sheriff in town! And his name is Fiduciary.  Given the new Department of Labor (DOL) Fiduciary rules regarding individual retirement arrangements (IRAs) and qualified retirement plans along with the retention of fixed immediate annuity contracts under the PTE 84 – 24 exemption, I believe the time has finally arrived to compel a more thorough and complete fixed immediate annuity pricing disclosure.  If all you carriers out…

New Podcast Interview

David Macchia's Outstanding Advisor Podcast S01 E04 - Gary Mettler | Outstanding Advisor Podcast #004 >LISTEN HERE<