Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Risk Manager
By Mike PattonWhen financial planners talk about how the profession has advanced over the years, one of the prime examples given is that of Monte Carlo simulation...
August 31, 2006
Annuities and life insurance: a well-packaged solutionWhen the goals are maximizing wealth transfer and minimizing tax exposure, the situation may call for a pairing of permanent life insurance with an annuity. Not too long ago, an 82-year-old client walked into advisor David W. Hoffmann's office with
August 31, 2006
Building your own business succession planA client base is bound to change, but the basic message advisors preach to clients remains essentially the same, whether the source is a tax specialist, financial planner, insurance agent, estate planner, registered rep or broker: Plan now for the
August 31, 2006
Advisor of the Year FinalistsThe nominations have been reviewed. The selection process has nearly been completed. We have whittled the extensive list down to the final five, a collection of advisors that exemplifies what it takes to succeed in this industry - and to succeed
August 31, 2006
MassMutual Adds Attorney Fee Annuity OptionMassachusetts Mutual Life Insurance Company has come up with a new way for lawyers to get paid.MassMutual, Springfield, Mass., says it now is selling its ...
August 31, 2006
MassMutual Adds Attorney Fee Annuity OptionMassachusetts Mutual Life Insurance Company has come up with a new way for lawyers to get paid.MassMutual, Springfield, Mass., says it now is selling its ...
August 31, 2006
ING Offers Spousal Withdrawal BenefitAnother insurer is appealing to the market for retirement income for married couples.The Atlanta-based ING Retail Annuities Group, a unit of ING Groep N.V., Amsterdam, ...
August 30, 2006
Allstate Patents FA Crediting MethodsThe U.S. Patent and Trademark Office has awarded a patent that will protect a technique a large insurer is using to calculate crediting rates for ...