Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Optional Death Benefits Broaden Investment-Only VAs' Surge
By Robert Bloink, William H. ByrnesUnlike sales of most other variable annuities, IOVAs are gaining steam, and some have optional death benefits.
November 17, 2015
Final DOL Rule Could Place Indexed Annuities Under Variable UmbrellaAdvisors should thus ensure that sales practices comply with the rules.
November 16, 2015
How annuity advisors are meeting client needsWhen it comes to making product recommendations, carrier reputation is hugely important.
November 16, 2015
How annuity advisors are meeting client needsWhen it comes to making product recommendations, carrier reputation is hugely important.
November 16, 2015
Wisdom Tree, AlphaClone and SPARX Group Add Foreign-Focused ETFsDo you know the difference between a global ETF and an international ETF? Hint: One includes U.S. assets.
November 11, 2015
How Health Care Will Crush the 80% Income Replacement Idea in RetirementRetirees planning to replace 80% to 85% of their income may fall short once health care is factored in, HealthView Services warns.
November 06, 2015
Annuities Are Neither Good nor Bad — as Long as Clients Come FirstWeve been following for years the debate around whether variable annuities are a key part of retirement planning.
November 04, 2015
Why Ken Fisher Is Wrong on Annuities: Milevsky, FinkeIn a recent ThinkAdvisor interview, Fisher said annuities were full of false promises. Milevsky, Finke and other annuity experts vehemently object.