Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Who will be the next Glenn Neasham?
By Elizabeth D. FestaLake County, California, is said to be known for a few things besides having the states largest freshwater contained lakepear production, bird watching, wineries, recent meth lab busts and Glenn Neasham, the convicted insurance agent who thought, he claims, he was selling a good product to a competent senior.
May 02, 2012
Newfangled Annuities (Financial Planning)Qualified longevity annuity contracts would all IRA owners to purchase certain annuity contracts with their retirement assets.
May 02, 2012
Newfangled Annuities (Financial Planning)Qualified longevity annuity contracts would all IRA owners to purchase certain annuity contracts with their retirement assets.
May 01, 2012
Getting Clarity from the CarriersAmid the onslaught of media coverage respecting Glenn Neashams conviction for selling an annuity to a 83-year-old senior diagnosed with Altzheimers Disease, many of our readers are asking how they can guard against a similar fate. One place to look for guidance, clearly, is your annuity carrier.
May 01, 2012
Milevsky’s ‘7 Most Important Equations’ on Retirement Offers 7 Crucial Ideas for AdvisorsMoshe Milevsky, whose new book will be released in June, has become a rock star on the advisor lecture circuit. Why?
May 01, 2012
Invest in Stocks? Yes. But Don’t Forget About AnnuitiesWarren Buffet is right when it comes to investing. But some money should be put in a safer place than the stock market.
April 30, 2012
Sell VAs only? Plans change, and so should youA VA with a living or death benefit rider is just an attempt at emulating an IA.
April 30, 2012
Principal Financial Group Drops On Weak 1Q ResultsPerformance was hampered by lower investment income in the companys retirement segment.