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Monday, August 08, 2005

Indexed Annuities - Gaps in Securities Law


Regulator Seeks to Fill Gaps in Securities Law
Los Angeles Times, CA - Jul 24, 2005 Q: So an equity indexed annuity looks like a security and sounds like a security, but investors who buy it are not necessarily protected by securities laws?

Take care when buying equity-indexed annuities
OCRegister (subscription), CA - Aug 1, 2005 No wonder sales of these "equity-indexed annuities" - a type of tax-deferred fixed annuity that pays interest rates based on stock-market returns, but with a

SEC Requests Industry Info. on EIAs
Financial-Planning.com, NY - Aug 1, 2005 "Since that time, equity-indexed annuity sales have grown dramatically," the letter reads. "Further it appears that the characteristics

Sun Life Financial Launches SunDex ProVantage(SM) Annuity with
Yahoo News (press release) - Jul 25, 2005 This is a critical factor given the performance of today's stock market.". "Sun Life Financial is among the top equity-indexed annuity carriers and is committed

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