NAVA Reports Higher 3Q VA Sales
By Staff WriterU.S. variable annuities attracted $9.3 billion more in cash than they lost during the second quarter, up from a net inflow of $4.7 billion for ...
December 10, 2006
Leaving IRAs To CharityFor clients interested in making charitable bequests, it is important that their advisors identify approaches that leverage amounts going to charity. Among them: tax efficient ...
December 03, 2006
SEC Seeking User-Friendly VA DisclosureDisclosure and sales practices for variable annuities are concerns for the Securities and Exchange Commission, said Andrew J. Donohue, director of the SEC's Investment Management ...
December 03, 2006
SEC Seeking User-Friendly VA DisclosureDisclosure and sales practices for variable annuities are concerns for the Securities and Exchange Commission, said Andrew J. Donohue, director of the SEC's Investment Management ...
December 01, 2006
Ten reasons variable annuity sales are soaringAs a finance professor, I meet and work with well-educated investors every day. When discussing their investments, I often find that these investors not only understand variable annuities, but own them in their own investment portfolios. When
November 30, 2006
Ten reasons variable annuity sales are soaringAs a finance professor, I meet and work with well-educated investors every day. When discussing their investments, I often find that these investors not only understand variable annuities, but own them in their own investment portfolios. When
November 16, 2006
Site Encourages 1035 ExchangesA group of fee-only advisors has set up a Web site for consumers who want to trade in variable annuities.The National Association of Personal Financial ...
November 16, 2006
Site Encourages 1035 ExchangesA group of fee-only advisors has set up a Web site for consumers who want to trade in variable annuities.The National Association of Personal Financial ...