Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Did Warren Overreach in Blasting Annuity Sales Perks?
By Warren S. HerschSome insurance industry stakeholders say Warren errs in assuming that incentives can't be structured to ensure advisors act in clients' best interest.
March 20, 2017
The Warren report on annuity sales incentives: Does it overreach?IMO-sponsored trips to exotic destinations, the Warren report charges, too often tempt producers to recommend retirement products ill-suited to the client.
March 20, 2017
The Warren report on annuity sales incentives: Does it overreach?IMO-sponsored trips to exotic destinations, the Warren report charges, too often tempt producers to recommend retirement products ill-suited to the client.
March 16, 2017
Future Retirees Could Be More Reliant on Social SecurityThe Center for Retirement Research finds that total wealth from retirement plans has largely been flat from 1992 to 2010.
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.