Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Most Middle-Income Boomers Feel Unprepared for Retirement: Survey
By Bernice NapachJust 31% of middle-income boomers feel prepared for retirement now compared to 41% before the financial crisis, according to a Bankers Life survey.
February 22, 2017
How to Prevent Legal, Ethical Problems When a Client Gets Alzheimer’sIts critical for advisors to learn to work with clients with early-stage dementia, annuity expert Dave Paulsen of Transamerica tells ThinkAdvisor.
February 17, 2017
Single Premium Deferred Annuities: One Size Does Not Fit AllAn SPDIA can be a valuable retirement income product, but choosing the right SPDIA cant be done using a one-size-fits-all approach.
February 17, 2017
Lincoln Financial, AIG Launch Fee-Based Annuities: Top Portfolio ProductsIn other product news, Tortoise, IndexIQ and First Trust launch new ETFs.
February 13, 2017
Middle-Income Retirees Least Likely to Prefer Annuities: EBRIA report by EBRI breaks down who is most likely to buy annuities.
February 08, 2017
Merrill Edge Launches Robo-Advisor With a TwistPortfolios will be based on ETFs made by Vanguard and others; Bank of America also introduces automated branches.
February 07, 2017
Indexed Annuities Exemption Would Ease DOL Fiduciary BurdenWhile fixed indexed annuities would potentially be ineligible to take advantage of the BICE under the fiduciary rule, the DOL has proposed a class exemption.
February 03, 2017
Cash Is No Longer King: BlackRock SurveyInstitutional investors globally look to real assets in 2017.