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October 25, 2018
For investors who want some upside market participation and downside protection in a tax-deferred wrapper, these annuities are worth a look.
June 27, 2018
Annuities can generate income in retirement — so where's the love?
April 03, 2018
A VA can provide a way to rebalance a portfolio of stocks and bonds with minimal tax impact.
January 02, 2018
A look at how we find ourselves in the current situation and what the industry can do to turn it around.
October 02, 2017
Annuities are too valuable a planning tool for the industry not to find a way to make them work under new regulations, Scott Stolz writes.
July 03, 2017
Given the stakes, failure may not be an option for the annuity industry, Raymond James annuity expert Scott Stolz writes.
September 26, 2016
In addition to interest rates, Scott Stolz says it's worth considering the regular return of principal and mortality credits.
June 28, 2016
Lower commissions and the continued decline of VAs are among the likely effects of the DOL fiduciary rule and other market forces.
June 20, 2016
Lower commissions and the continued decline of VAs are among the likely effects of the DOL fiduciary rule and other market forces.
May 23, 2016
For annuity holders, the lifetime income benefit is a powerful vehicle when handled right.
May 23, 2016
Theres a proper way to discuss these popular products.
May 23, 2016
Theres a proper way to discuss these popular products.
May 18, 2016
An annuity can seem harder to split than a marriage.
May 18, 2016
An annuity can seem harder to split than a marriage.
April 25, 2016
An annuity can seem harder to split than a marriage.
April 08, 2016
There's a multitude of terms to digest when it comes to annuities.
April 08, 2016
There's a multitude of terms to digest when it comes to annuities.
March 28, 2016
Case studies demystify the merits of SPIAs, DIAs and GMWBs.
March 01, 2016
When a financial product experiences significant growth, as index annuities have, it is not uncommon for the product to be misunderstood or incorrectly positioned.
February 04, 2016
After DOLs rule is adopted this year, advisors will face a very different world when designing or selling annuities.
February 04, 2016
After DOLs rule is adopted this year, advisors will face a very different world when designing or selling annuities.
February 01, 2016
After DOLs rule is adopted this year, advisors will face a very different world when designing or selling annuities.
February 01, 2012
Despite the continued low interest rate environment, indexed annuity sales continue at near record levels.
October 01, 2010
Given the success that the variable annuity industry has had with offering living benefits as riders on their products, we shouldn't be surprised that the...
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