Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
U.S. fixed indexed annuity sales on growth course
By Peggy BresnickAccording to research, fixed indexed annuity sales in the U.S. remained strong this quarter.
August 11, 2015
Main reasons behind annuities investingAnnuities can offer your clients three major benefits.
August 10, 2015
Variable Annuity Study Finds No Fees for Most Partial Withdrawals, Cash-OutsVA surrender charges that investors actually pay are considerably lower than the fees listed in prospectuses, the report found.
July 27, 2015
Evensky: Fee-Only Advisors Face Annuity DilemmaFee-only pioneer Harold Evensky says fiduciary advisors will be obliged to recommend annuities even if it means they won't get paid on those assets.
July 20, 2015
Fixed Indexed Annuity Sales Displacing Some VA Products at BDsAlthough VA sales far outpace total annuity sales for broker-dealers, fixed indexed annuities account for 10% of BDs total annuity sales, IRI reports.
July 20, 2015
Pros and Cons of the Longevity Annuity ContractMany clients, and advisors, remain on the fence as to QLACs role in clients retirement plans.
July 07, 2015
Annuities All the Rage in Retirement PlanningOnce considered an add-on product, annuities are now a central ingredient in the retirement income mix.
July 01, 2015
Clients Clamoring for Help on Rollovers, Annuities: CerulliThe DC plan-dominated landscape leaves clients needing help generating retirement income and managing the sequence of returns, a report from Cerulli and IMCA says.