Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
The Warren report on annuity sales incentives: Does it overreach?
By Warren S. HerschIMO-sponsored trips to exotic destinations, the Warren report charges, too often tempt producers to recommend retirement products ill-suited to the client.
March 14, 2017
Annuity Prospects May Prefer General Value MessageA survey team asked Americans ages 55 to 75 to rate three different guarantee descriptions.
March 13, 2017
VanEck Launches the First U.S.-Listed Green Bond ETF: Portfolio ProductsIn other product news, Morgan Stanley launched two sustainable investing portfolios.
March 02, 2017
How Investment-Only Annuities Can Help Clients Save on TaxesPresident Laurence Greenberg of Jefferson National talks to ThinkAdvisor about the commission-free investment-only variable annuities his firm pioneered.
February 28, 2017
Wells Fargo Robo Pilot Set for Summer; Rollout for Late 2017The service, to be called Intuitive Investor, aims to bring in new, younger clients to its wealth management unit.
February 27, 2017
Most Middle-Income Boomers Feel Unprepared for Retirement: SurveyJust 31% of middle-income boomers feel prepared for retirement now compared to 41% before the financial crisis, according to a Bankers Life survey.
February 27, 2017
Lincoln Financial Rolls Out ETF-Only Variable Annuity: Portfolio ProductsIn other product news, there's a new HSA featuring Franklin Templeton funds.
February 23, 2017
Buffer Annuities: The Good, the Bad, the UglyThis cross between an indexed annuity and a variable annuity has gained attention in the investment worldand not all of it positive.