Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
What I learned from investigating a prospective client’s annuity
By Mike PattonEven with a prospect, you have to dig deep sometimes to make a recommendation, especially with annuities.
September 17, 2013
Milevsky reflects on his future after sale of businessAnnuity expert sells his QWeMA Group consulting business to retirement income data provider Cannex, then joins board.
September 17, 2013
Milevsky reflects on his future after sale of businessAnnuity expert sells his QWeMA Group consulting business to retirement income data provider Cannex, then joins board.
September 17, 2013
FIA holders like those ‘free’ withdrawalsFixed indexed annuities with GLWBs are relatively new. But a recent study gives insight into policyholder behavior.
September 17, 2013
FIA holders like those ‘free’ withdrawalsFixed indexed annuities with GLWBs are relatively new. But a recent study gives insight into policyholder behavior.
September 17, 2013
Indexed annuity, life sales rise in Q2Overcoming a first-quarter slump, indexed annuity and indexed life sales bolted upward in the second quarter.
September 17, 2013
Are Tax-Deferred VAs Tax Efficient? Yes, Says Jefferson NationalJeffNat's Larry Greenberg reminds RIAs that annuities are a great tax-deferral vehicle if the cost of buying them is cheap enough.