Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Children entitled to annuity proceeds, not widow, Louisiana court determines
By Steven A. MeyerowitzThe U.S. District Court for the Eastern District of Louisiana has ruled that the children of the owner of an annuity who were listed as the annuitys beneficiaries were entitled to its proceeds, rejecting claims that the owners widow should receive them as a co-owner or co-purchaser.
January 07, 2016
Does Your Advisory Firm Really Have an Answer for the Robo Threat?AssetMark's "purpose-based" module has a language and approach that are different enough to resonate with a different set of planners and clients.
December 24, 2015
Investment-Only Variable Annuities, Pt. 2: The Importance of Due DiligenceWith a better idea as to when--and which--clients might benefit from IOVAs, it's time to review the necessary due diligence on these annuities.
December 23, 2015
Investment-Only Variable Annuities, Pt. 1: Who Should Invest in Them?IOVAs have gained popularity recently, since they tend to be straightforward and offer a wide variety of investment options. That doesn't mean they're right for every client at every time.
December 22, 2015
The New Variables in Variable AnnuitiesThe ability to alter terms of in-force VA contracts can provide carriers and clients with flexibility, but are they a smart choice for the client?
December 21, 2015
How to Handle Changes to Social Security Claiming RulesAn explainer of the recent changes to Social Security affecting two popular strategies: "file and suspend" and restricted application.
December 21, 2015
DOL Fiduciary Rule a ‘Wild Card’ for Annuity IndustryWhile annuity providers are bracing for potential repercussions of the rule next year, sales of income-oriented annuities are expected to surge as rates rise.
December 21, 2015
Top Portfolio Products: New Indexes from ArthVeda; ETFs from Guggenheim and State StreetHow State Street's new Natural Resources ETF redefines the label.