Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Annuity Sales Slump Year-Over-Year
By Maria WoodBut indexed annuities show the most growth, according to Q2 reports from LIMRA and AnnuitySpecs.com.
August 16, 2012
When Clients Get Lump-Sum Pension Offers, What to Advise?General Motors and Ford have made pension buyout offers to their employees. What should they do?
August 16, 2012
Read: A Few Non-Boring Investment BooksConsider adding some of these titles to your end-of-summer book list.
August 15, 2012
South Dakota Sends Annuity LTC Trigger BulletinWhere is the line between an annuity feature and a health or LTCI policy?
August 13, 2012
When Clients Get Lump-Sum Pension Offers (Like GM and Ford), What to Advise?Its not just the automakersan increasing number of your clients may need to choose between a lump-sum payout from their pensions and the traditional annuity option. How should you advise them?
August 13, 2012
Why So Many Americans Die Poor, and Other Big Retirement Questions: MIT’s PoterbaCan the elderly withstand the financial impact of health shocks? Is the annuity puzzle really so puzzling? These are just some of the key questions that award-winning economist James Poterba has investigated.Can the elderly withstand the financial impact of health shocks? Is the annuity puzzle really so puzzling? Will the...
August 09, 2012
LIMRA: More than Three-Quarters of Recent Annuity Buyers Are SatisfiedThe survey reveals that 86% of traditional fixed annuity buyers are satisfied with their deferred annuity purchase. Likewise, most buyers of variable annuities (75%) and indexed annuities (83%) are also satisfied with the purchases, the survey reveals.
August 09, 2012
LIMRA: More than Three-Quarters of Recent Annuity Buyers Are SatisfiedThe survey reveals that 86% of traditional fixed annuity buyers are satisfied with their deferred annuity purchase. Likewise, most buyers of variable annuities (75%) and indexed annuities (83%) are also satisfied with the purchases, the survey reveals.