Indexed Annuities Meet GLWBs. The Perfect Product?
When it's available, two-thirds of indexed annuity buyers add a GLWB rider, even though it may not be appropriate for all clients.
Gundlach: Likes Bonds, Not Homebuilders
DoubleLine founder Jeffrey Gundlach prognosticates on gold, the dollar, bonds and more and expands on a view he says gets him "hate mail."
Annuities + LTC: Does the Rider Fit?
For the right client, combining LTC insurance with an annuity can be the right call to protect against future long-term care expenses.
3 Lessons for Advisors on Service and Pricing From the Airlines (Really)
The airlines clearly display their tiers of service and pricing, and provide perks valued by their customers.
Advisors’ ETF Use Jumps, Annuity Use Slumps: FPA
Just as advisors’ use of ETFs continues to rise, advisors are shying away from annuities, according to the FPA’s 2014 Trends and Investing survey.
Solving the Retirement Income Puzzle: Gamma and the Tax Efficient Frontier
You know about alpha and beta, but you should know about gamma, which provides advisors with the foundation to help clients boost retirement income.
Annuities as an RMD Answer
Combining a fixed income annuity product with an IRA can help solve, and simplify, a client’s required minimum distribution compliance.
7 Threats That Can Derail a Client’s Retirement
Beyond basic threats to retirement income like market risk and interest rate risk, here are seven issues that advisors often overlook.
Making the Annuity Fit: IVAs vs. Structured Annuities
If understood and then used properly, indexed variable annuities and structured annuities can perform a significant role in a client’s portfolio.
As Clients Age, Stock Up on Stocks: Kitces
Traditional wisdom dictates that clients’ allocation to equities should decline as they get older, but Michael Kitces questions this strategy.