Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
LPL to Pay $3.7M Over Star Rep’s Unsuitable VA Sales to Seniors
By Janet LevauxState regulators make the move in connection with over $1.8 million in commissions on variable annuities made by Roger Zullo and the IBD.
January 23, 2017
Jackson National aims at fee-based, investment-only marketA new product comes with a monthly contract charge, but no mortality or expense charge.
January 20, 2017
DOL Posts Indexed Annuity Fiduciary Rule Exemption DraftTo get supervisory responsibility, a marketing organization might need $1.5 billion in annual sales.
January 20, 2017
The Roth annuity: a bright star in annuity investingFor the right client, adding a Roth IRA into the mix can eliminate or reduce the impact of the potential downsides of an annuity investing strategy.
January 20, 2017
The Roth annuity: a bright star in annuity investingFor the right client, adding a Roth IRA into the mix can eliminate or reduce the impact of the potential downsides of an annuity investing strategy.
January 10, 2017
State Crackdown on Annuities Sharpens Suitability Issues for AdvisorsAs states crack down on suitability review issues, an advisors ability to determine which annuity product is advisable has never been more important.
January 08, 2017
ProShares, UBS Launch 2 Oil-Linked ETNs: Top Portfolio ProductsIn other product news, Thornburg launched its first liquid alternative fund.
January 06, 2017
The Standard offers single premium deferred indexed annuityThe annuity offers the ability to receive interest based on increases in an index with dynamically adjusting investment allocations.