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 Annuity Sales New Year's Resolutions
By Rich LaneOne idea: Go out and talk to more people. Face to face.
December 11, 2018
Anti-Annuity Stance Softening Among Advisors and InvestorsHarold Evensky famously came around, but advisors still acknowledge that annuities can present major issues.
December 07, 2018
FINRA Exam Report: 5 Big Problem Areas for Brokers in 2018The regulator zooms in on sales of variable annuities and volatility-linked products, among other areas.
December 05, 2018
Should Annuity Products Get a Fiduciary Safe Harbor? Bloink & Byrnes Go Thumb to ThumbA Tax Reform 2.0 amendment proposed by GOP would provide a rule exception for retirement plan sponsors.
November 30, 2018
What Advisors, BDs Should Do About Ohio National's End of Trailing CommissionsThe insurance company's decision to stop trails on variable annuities is now the target of numerous lawsuits, which could spread like wildfire through the industry.
November 26, 2018
Fixed Indexed Annuity Sales Break Records in Q3, Says LIMRASales of FIAs "smashed" records for the second consecutive quarter, according to the research group.
November 08, 2018
SEC's Blass Looks to 'Future-Proof' Proposed VA Summary ProspectusBlass urged insurance executives Thursday to not approach their comment letters "as a legal exercise."
November 05, 2018
Relay Designers Create Cash-Back Annuity ArrangementRetirees can earn rewards by using a debit card linked to the contract.