Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Using Insurance to Help Wealthy Clients 'Disinherit the IRS'
By Jane Wollman RusoffBeverly Hills advisor Matthew Celenza tells ThinkAdvisor about his insurance-focused approach, which he's rolling out to other RIAs.
August 13, 2019
Business Cards Breed BusinessOne way to build sales is to improve how you execute the basics.
August 13, 2019
Genworth Finds Buyer for Canadian Mortgage Insurance UnitBrookfield Business Partners has agreed to pay $1.8 billion for the unit and to provide bridge financing.
August 13, 2019
Are Annuities Really Illiquid?Not all annuities are created equal when it comes to liquidity, and this has important suitability implications.
August 12, 2019
Fee-Based Annuities Get IRS NodIn a private letter ruling, IRS said advisory fees could be paid out of annuities without being taxed.
August 12, 2019
IRS Rules for Nationwide and Lincoln on Annuity Advisory FeesThe rulings could help insurers pay the investment advisers directly, without changing the contract holders' tax bills.
August 09, 2019
Advisors See Recession Fears Rising Among Their ClientsAn E-Trade survey shows RIAs are focused on volatility and interest rate risk.
August 09, 2019
SEC Lets Symetra Put Insurance-Style Financial Statements in Annuity FilingsThe new letter ruling continues an SEC shift that could make annuities cheaper for issuers to administer.