Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Bernanke's largest investment holdings are two annuities
By Marcy GordonBernanke's investments still are largely plain vanilla with the focus on safety, such as annuities and U.S. Treasury securities.
August 27, 2013
DIAs to experience strong growthDeferred income annuities are poised to pick up steam this year and next due to their unique ability to protect against longevity risk.
August 27, 2013
2013 Advisor of the Year: Curt KnotickAdvisor of the Year Curt Knotick's mission: Uncover guaranteed income his clients can depend on in retirement.
August 27, 2013
How to explain annuity surrender charges to avoid complaintsDont gloss over these charges in your presentation. Help your client understand them.
August 27, 2013
Mispricing annuities, past and presentFrom 18th century London to the present day, all annuity pricing errors come down to the same thing: reasonable models with bad assumptions.
August 27, 2013
Social-media marketing shortcutsHere are some helpful hints for making the most of social media.
August 26, 2013
Mastering the Social Security Timing GameOptimizing Social Security claims is a complex taskand a way that advisors can benefit clients greatly.