Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
DIAs & QLACs: What the new Treasury regulations mean for advisors
By John L. Olsen, Michael E. Kitces, Gary Mettler, Curtis ClokeFind out what the new regulations on the use of deferred income annuities in IRAs and qualified plans will mean for advisors and their clients.
December 01, 2014
How to think yourself richEverything we have ever achieved started first as a thought. The same applies to financial success. So start thinking!
December 01, 2014
Top Portfolio Products: Vanguard to Launch Ultra-Short Term Bond FundThe Principal adds a variable annuity as Lincoln announces insurance enhancements.
December 01, 2014
Boomer Demand for Annuities to Stay High Despite Low RatesThree-quarters of advisors say most clients want guaranteed retirement income, IRI report shows.
December 01, 2014
Court Blocks Restrictive State Medicaid Annuity PracticesAn Ohio federal court ruling suggests the way may be clearing for clients who wish to use Medicaid-compliant annuities in their long-term care planning.
November 30, 2014
Why do you want to be famous?What do you want to be remembered for? Fame is fleeting, but the contribution you make to others lives is not.
November 29, 2014
Is your referral partnership broken?When they work, great partnerships result in great referrals. Here are 3 reasons yours might not be working.
November 28, 2014
Let ‘the one that got away’ go awayIf a reliable revenue stream is what youre after, casting your line for a whopper may prove costly.