Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Deferred Income Annuities Can Double Payouts Later in Life
By William H. Byrnes, Robert BloinkUsing the no-refund variety of DIAs provides extra income but also has potential downsides.
January 12, 2016
Children entitled to annuity proceeds, not widow, Louisiana court determinesThe 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 11, 2016
SEC’s Top Exam Priorities for 2016SEC examiners will zero in this year on several new areas.
January 08, 2016
What Clients Need and What Advisors Aren’t Doing: Liz DavidsonThe Financial Finesse founder offered ThinkAdvisor some pointers on how advisors can attract and retain clients and where she thinks the business is heading.
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?