Category Archives: Suitability

Is Longevity Insurance the Solution to Retirement Fears?

Posted on March 6, 2012 by Admin

INSURANCE NEWSLETTER EXCERPT – March 2012 –A current InvesmentNews article revealed newly proposed regulatory initiative that provide hope for Americans looking towards retirement, but weary of running out of retirement income. This regulatory initiative is a set of regulations proposed … Continue reading →

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SEC Redefines Insurance Suitability Qualifiers for Certain Products

Posted on February 14, 2012 by Admin

INSURANCE NEWSLETTER EXCERPT – February 2012 – According to an AdviserOne article the SEC decided to redefine the accredited investor standard that is used to determine whether or not someone is permitted to purchase insurance product that allows investors the … Continue reading →

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