Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Canadians unable to meet savings goals
By Michael K. StanleyA recent Bank of Montreal survey found more than half of Canadians feel that they are not saving enough for retirement.
February 25, 2013
MetLife changing U.S. strategyExpect products in the living benefit market that reduce the guaranteed payout promised to annuitants.
February 25, 2013
SEC’s Champ outlines ‘IM Moving Ahead’ initiativeThe Division of Investment Management initiative will assess where the division had gaps and to help the division identify its policy priorities.
February 25, 2013
Adding flexibility to estate plansA survivor purchase option rider lets clients plan for the future, whatever it might hold.
February 23, 2013
Is it time to let go?Cut that disinterested prospect loose and find one who is interested.
February 22, 2013
10 tips to make you a better listenerWant to know a secret marketing weapon? Do what your competitors are not doing: listening.
February 22, 2013
Milevsky’s VA Shocker: Turn on Your Living Benefit, NowAdvisors ask me whether clients should hurry upin light of the declining richness of GLB ridersand add money to VAs they already own, before it is too late. My answer will not be what you expected.
February 22, 2013
Rekindling Equity Enthusiasm; Optimizing Annuity Options: March Research—Slideshow"Stocks: A Hard Sell," the cover story by Ellen Uzelac, details how client enthusiasm for equities has taken a hit in recent years. The Annuity Analytics column, by Prof. Moshe Milevsky, offers advice on how to make the most of guaranteed living benefits in annuity contracts.