Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Q3 annuity sales remain ahead of 2015 despite declines
By The LifeHealthPro EditorsYear-to-date fixed annuity sales remain ahead of 2015 while variable annuity net assets increased for the fourth consecutive quarter.
December 06, 2016
Betterment CEO to Trump: DOL Fiduciary Rule ‘Worth Your Time’The independent robo-advisory took out full-page ads in the NYT and WSJ asking the president-elect and readers to get behind the rule.
December 06, 2016
Two questions help clients avoid annuity surrender chargesDetermining your clients' financial goals can help you alleviate their concerns about surrender charges.
December 06, 2016
Two questions help clients avoid annuity surrender chargesDetermining your clients' financial goals can help you alleviate their concerns about surrender charges.
December 05, 2016
What the Future of Social Security Looks Like: Bill ReichensteinReichenstein, a CFA and university professor, explains how to extend the trust fund's solvency and reveals some strategies retirees overlook.
December 02, 2016
Indexed annuity sales on track to reach $60 billionMulti-year guaranteed annuity sales performed well during the quarter, driven by banks offering them as an alternative to low-yield products.
December 01, 2016
Star LPL Rep Charged With Annuities Fraud; Targeted ElderlyA client in her 80s with dementia and limited funds was sold an annuity with a seven-year surrender policy, Massachusetts regulators say.
December 01, 2016
Citizens Financial to Start Robo-Advisory Platform With SigFigThe Royal Bank of Scotland is partnering with SigFig to launch a robo-advisor platform next year.