Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Sweat the excess ... for the sprint ahead
By Steven McCartyLast month, I floated a contrarian idea: that when the economy begins to slow, it's time to crack open the champagne. Reason? After years of easy money, speculation, and excess, our economy is now resetting itself . . . and preparing (hopefully) for
May 01, 2008
Annuity line gets updateAlready the best-selling annuities in the Allianz Life Insurance Co. of North America's portfolio, and among the best sellers nationally, the Allianz MasterDex series has been improved. The new series, MasterDex Plus, includes more indexing options,
May 01, 2008
CFP Board increases disciplinary governanceNew Resources and safeguards have been added by the Certified Financial Planner Board of Standards Inc. to its disciplinary procedures to make them more fair, objective and transparent, and enhance consumer confidence.Perhaps the biggest step
May 01, 2008
Optional rider offers income without annuitizationAnnuity purchasers are apprehensive about a couple of things: outliving their money and/or losing control of their assets. Old Mutual Financial Network saw the problem and has designed an optional rider to put consumers' minds at ease.OM Income
May 01, 2008
Structured Sale Annuities: A New Application for an Old ProductA longtime client comes to you one afternoon with a predicament -- they have owned an apartment building for 10 years and are getting ready to retire. They don't, however, want to deal with the headaches involved with managing a property,
May 01, 2008
Adaptability to change shapes retirement confidenceMuch has been written about the gap between baby boomers' personal optimism and the financial realities they face in retirement. A study from SecurePath by Transamerica reaffirms the gap exists. But the study also finds that boomers - pre-retirees,
May 01, 2008
Keeping an eye on financial abuseA difficult issue to define is how financial abuse carries over to either mental or physical abuse of an elder. A recent study published by the National Institute on Aging reveals that impaired cognition affects approximately 20 percent of people
May 01, 2008
The laundry listA home office should be set up to function like a traditional office. Everything the advisor can accomplish in a corporate office should be doable in a home office, too. To make that happen, senior advisors who decide to work from home should think