Understanding Deferred Variable Annuities’ Two Phases
Proper handling of the two phases — accumulation and distribution — is essential for maximizing a deferred VAs impact.
Why do pundits hate indexed annuities?
Here's a video meant to clear up misconceptions about annuities using short, simple, entertaining explanations.
Jackson National aims at fee-based, investment-only market
A new product comes with a monthly contract charge, but no mortality or expense charge.
Pacific Life launches fee-based variable annuity
Pacific Life's new annuity product is timely as broker-dealers emphasize fee-based solutions in response to the DOL fiduciary rule.
6 annuity guaranteed minimum living benefit riders
Living benefit riders, including the six defined here, are helping drive sales of annuities.
Variable annuity surrender charges overstated
Most people who redeem the full or partial principle invested in variable annuities face no fees, study says.
Building a better IOVA
Is the variable annuity the most innovative product to generate 'tax alpha?'
The variable annuity: Has it lost its mojo?
Are you selling variable annuities the same way you were in 2007? Are you really comfortable with the story you’re telling?
IRI: VA summary prospectus rule from SEC may finally be coming
DOL fiduciary redraft likely released from OMB in first two weeks of April; expert doesn’t see a true SEC ‘fiduciary’ standard for brokers.
Tax-deferred retirement saving, without a 401(k)
An investment-only variable annuity can help clients who have maxed out their other tax-advantaged retirement accounts.