Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Who Should Buy Annuities?
By Lloyd LoftonDespite their many benefits, annuities arent for every investor. Heres a checklist to determine if they meet your clients specific needs.
April 09, 2012
A New Reality Requires an ‘Old’ ApproachTimes have changed, but there is a time-tested solution for your clients retirement needs: fixed annuities.
April 09, 2012
Looking for Long-Term Care Coverage? You Might Not Find It.Investing in an annuity product may be the smartest way to prepare for tomorrows rising long-term health-care expenses.
April 06, 2012
Of Boomers, Annuities and AdvisorsLifeHealthPro and Senior Market Advisor recently conducted a survey to find out how the baby boomers are impacting your practice.
April 06, 2012
Of Boomers, Annuities and AdvisorsLifeHealthPro and Senior Market Advisor recently conducted a survey to find out how the baby boomers are impacting your practice.
April 06, 2012
Your Retired Client Doesn’t Have to Run Out of MoneyAdvisors can help clients avoid running out of money before they die by computing a funded ratio that measures surpluses or shortages, say Russell's Adaptive Investing researchers.
April 05, 2012
Pressure mounts to apply fiduciary duty to all broker-dealersConsumer Federation of America to the Certified Financial Planner Board of Standards, Inc. to the National Association of Personal Financial Advisors all tell SEC: Extend fiduciary, don't listen to complaints about commissions.
April 05, 2012
State Regulators Settle With Bankers LifeState securities regulators have reached a settlement with Bankers Life and Casualty Company of Illinois, after a task force found that the firm was acting as an unlicensed broker-dealer and investment advisor.