Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
How did your relationship with your financial advisor come about?
By staff WriterDonna M., 62Falmouth, Maine"I work with a guy who mostly handles my retirement accounts. When I started a 401(k) at a different company and then got a new job, I needed to roll my 401(k) money into an IRA. When I was doing that, I initially dealt
April 16, 2008
Give LTCI equal footing in retirement planningAs baby boomers move toward retirement and start thinking about getting older, a natural inclination is to think about who will take care of them in their old age and how that care will be paid for. Financial advisors are well-positioned to
April 16, 2008
SPIAs hit the ground runningMassMutual Financial Group has designed two new single-premium immediate annuities to enhance its retirement income offerings. One is a variable annuity, for those who still want a little market volatility in their portfolios. The other is a fixed
April 16, 2008
Keep clients loyalLoyalty. Advisors depend on loyal clients to keep their business strong, and clients depend on loyal advisors to make their money work for them. CEG Worldwide conducted a survey and found that there are six Cs of client loyalty. The list, written by
April 16, 2008
MedAmerica acquires LTC businessLate last year, MedAmerica announced it had acquired the long term care business of Blue Cross and Blue Shield of Minnesota, as BCBS sought to concentrate on its core health plan operations. As part of the agreement, MedAmerica will honor all
April 16, 2008
Help us help youThe editors here at Senior Market Advisor want all of our readers to feel like they are part of the magazine. The dissemination of information should be a two-way street. Our Feedback section is here for your input. We need to know what you think
April 16, 2008
FPA leader says battle continues after professional standards court decision(On March 30), the United States Court of Appeals for the District of Columbia Circuit spoke clearly in favor of investor protection (Financial Planning Association v. Securities and Exchange Commission). After 7 years of contentious debate, a court
April 16, 2008
Which funds will you (or did you) tap first during retirement? Did you consider minimizing tax exposure?Rolling over retirement money into IRAs (or annuities) really helped me minimize my taxes when I first retired. Also, I was awarded some ?bonus money' (that had been pre-tax dollars), which I happily used for vacation. While I am still adjusting to