Variable Annuities
Variable annuity news and analysis, including coverage of registered indexed linked annuity (RILA) contracts.
You want to match clients with the right annuity?
By Ed McCarthy, CFP, RICPGiven the variety of annuities available, its not surprising if clients need guidance in matching the right product to their needs.
October 20, 2014
A tough stretch for variable annuitiesAccording to LIMRA Secure Retirement Institute, VA sales fell 5 percent in 2014s second quarter, totaling $36.2 billion.
October 14, 2014
LPL to Pay More Than $500,000 Over Annuity Surrender ChargesLPL Financial agreed Tuesday to pay $541,058 to seniors in Massachusetts for failing to properly disclose surrender charges these clients paid when switching VAs.
October 13, 2014
Retirement Safety Net Combines Variable and Deferred Income AnnuitiesClients can reap the benefitsat a better price pointof market participation and income guarantees by combining a variable annuity with a deferred income annuity.
October 06, 2014
John Hancock to refund $550,000 for "unsuitable" salesThe settlement with Massachusetts Attorney General Martha Coakley also requires Hancock to make 145 additional refund and penalty waiver offers to consumers.
September 23, 2014
Top 10 Annuity Sales Leaders: Q2 2014MetLife had a rough first quarter in annuities but has made impressive gains, along with Allianz Group, whose quarterly sales growth was a whopping 101%.
September 16, 2014
Investment-only VAs vs. guaranteed VAsA new white paper says that unguaranteed investment-only variable annuities can sometimes top guaranteed VAs in wealth accumulation.
September 02, 2014
5 reasons to be bullish about variable annuitiesA much-derided investment product may be central to the future of retirement.