Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Academics Attack the ‘Annuity Puzzle’
By Gil WeinreichFinance experts offer an approach to help advisors better prepare clients for retirement.
October 20, 2011
Annuities Find New Opportunities with Banks, Broker-DealersAlan Grissom explains the changes and opportunities in the annuities field, as such disparate entities as banks and broker-dealers, among others, have already begun to jump on the annuity bandwagon.
October 20, 2011
Survey: Annuity Commissions Rise at Community BanksSecurities America Senior Vice president Gregg Johnson says that revenues of community bank investment programs are the best since 2008, yielding a second quarter 2011 mean program income of 6.5%--the second highest on record.
October 20, 2011
Benartzi, Thaler and Previtero Attack the ‘Annuity Puzzle’Financial industry professionals have long grappled with the so-called 'annuity puzzle'-the quandary as to why savers who would seem to rationally benefit from annuitizing a portion of their savings do not avail themselves of the opportunity.
October 19, 2011
Annuity, Insurance and LTC Owners Express Greater Retirement ConfidenceBut retirement confidence among all survey respondents drops nearly 20% in 2011, hitting a four-year low ...
October 18, 2011
Survey: Guaranteed Retirement Income Trumps Having 401(k) PlanThe survey finds alarming the contrast between a desire for guaranteed income in retirement and the number of non-retirees who actually have some form of guarantees.
October 17, 2011
Sun Life Financial Estimates Third Quarter Loss at $621 MillionResults for the third quarter include losses related to substantial declines in both equity markets and interest rate levels, which impacted Sun Lifes individual life and variable annuity businesses.
October 17, 2011
At CFDD 2011, Peng Chen Emphasizes Human Capital'If you take a step back and really think about what were in this business for, its helping the individual investor,' said Peng Chen, president of Morningstar Ibbotson, as he opened the conference of the Center for Due Diligence 2011.