Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Q&A with Steve Lewit: ‘I have never seen clients that have more fear.’
By Maria WoodSteve Lewit of Wealth Financial Group says advisors need to be holistic in their planning. And that means the variable annuity and indexed annuity camps must start playing nice.
June 28, 2012
Puzzling Over Dodd-Frank, Profiting From Social Networks: July Research—SlideshowIn Research magazine's July cover story, Manhattan Institute scholar Nicole Gelinas ennumerates ongoing uncertainties about the landmark legislation's scope and significance. Also in the issue, Ellen Uzelac looks at social media's potential.
June 27, 2012
How to Help Clients Maximize Income During Retirement Years with an AnnuityRIAs may have viewed annuities as too expensive, complicated, tax-inefficient and lacking liquidity. In fact, annuities have evolved to include options able to maximize income during retirement years, while providing liquidity and tax efficiency.
June 27, 2012
How to Help Clients Maximize Income During Retirement Years with an AnnuityRIAs may have viewed annuities as too expensive, complicated, tax-inefficient and lacking liquidity. In fact, annuities have evolved to include options able to maximize income during retirement years, while providing liquidity and tax efficiency.
June 27, 2012
FINRA and SEC Warn About Annuity RisksFINRA is looking closely at disclosure, suitability and yield-chasing practices associated with VAs.
June 27, 2012
8 Retirement Planning TipsHelp your clients invest with confidence by protecting a portion of their money in fixed products.
June 26, 2012
They Said No. Now What?Keep the lines of communication open and that prospect may come back to you.
June 26, 2012
IRI Study: Investors Favor Summary Prospectus When Deciding on a VAThe survey, commissioned by the Insured Retirement Institute, Washington, D.C., found that investor demand for a variable annuity summary prospectus remains strong, with 95% of investors demonstrating a preference for a shorter paper summary prospectus.