Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
4 Ways Wellness Can Cost Annuity Clients a Fortune
By Allison BellPeople who control their health risks need to plan for extra years of life.
September 12, 2018
Investing After Retirement: Hit the Gas or Hit the Brakes?Marguerita Cheng, CEO of Blue Ocean Global Wealth, weighs in on retirement income vs. assets; buying annuities; Social Security; and the situational benefits of reverse mortgages--yes, reverse mortgages.
September 11, 2018
Fixed Annuity Sales Surge in Q2: ReportVA sales increased a little. Fixed annuity sales increased a lot.
September 10, 2018
Lincoln Financial Adds Indexed AnnuityMarket Synergy Group helped Lincoln design the new contract.
September 06, 2018
Ladenburg Adds Kestler Annuity BusinessThe group being bought has selling agreements with over 20 independent broker-dealers, RIAs and other firms.
August 20, 2018
Allianz Life Adds Variable AnnuityThis contract could appeal to clients who want exposure to European stocks and U.S. small-cap stocks.
August 20, 2018
Indexed Annuities' Quiet Cousins Ride a Q2 Sales RocketSales of MYGA contracts increased 27%, year-over-year, according to the final Wink data.
August 15, 2018
Social Security Constitutes Most of Retirement Income for Most AmericansWomen, people of color and those with lowest income particularly rely on Social Security.