Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Trusts May Be Good Annuity Prospects
By Gary UnderwoodTrusts may frequently be good prospects for annuity sales. Often with large amounts of liquid assets, trustees may seek the advantages of guarantees, tax deferral ...
June 05, 2008
Incorporating life expectancy in retirement planningAdvances in medicine will contribute to a greater stratification of life spans. Retirees with a life expectancy of an additional 30 years can tolerate more risk in their investment strategies and need to achieve higher returns since they are at
June 05, 2008
It's time for your mid-year reviewIt's June, the halfway point of the year, a time to take stock of where you are in your sales goals and a good chance to take a deep breath and map out how you intend to finish the year with a bang. I get a lot of books in...
June 04, 2008
Advisors need to be advocates for changeAdvisors can -- and will -- play an increasingly important role in overcoming the challenges of retirement income faced by a new generation of pre-retirees. The first-ever Forerunner Roundtable, hosted earlier this month in New York City
June 04, 2008
Incorporating life expectancy in retirement planningAdvances in medicine will contribute to a greater stratification of life spans. Retirees with a life expectancy of an additional 30 years can tolerate more risk in their investment strategies and need to achieve higher returns since they are at
June 04, 2008
It's time for your mid-year reviewIt's June, the halfway point of the year, a time to take stock of where you are in your sales goals and a good chance to take a deep breath and map out how you intend to finish the year with a bang. I get a lot of books in...
June 04, 2008
FRC: Target-Date Holdings VaryManagers of funds aimed at investors with similar anticipated retirement dates use a wide variety of asset-allocation strategies.Managers of "target date" funds usually say they ...
June 04, 2008
FRC: Target-Date Holdings VaryManagers of funds aimed at investors with similar anticipated retirement dates use a wide variety of asset-allocation strategies.Managers of "target date" funds usually say they ...