Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Annuitizing the Inheritance: Tips and Tricks to Get It Right
By Robert Bloink, William H. ByrnesMany clients wish to protect heirs by providing structure to the way assets are inherited. One commonly used tool can provide the solution: the annuity.
March 02, 2015
Raymond James Adds 6 From LPL; Wells Fargo Grabs 5 From Morgan StanleyMeanwhile, Merrill Lynch recruits a UBS team as wirehouse retention deals expire.
February 25, 2015
UBS Gets Behind BucketsEven the most exemplary investment in theory, with high expected returns, doesnt cut it if your goal is to pay a bill due next month.
February 24, 2015
Annuity Sales Rose 3% in 2014According to LIMRA's Fourth Quarter 2014 U.S. Annuity Sales Survey, the news looks good for the industry.
February 24, 2015
QLACs Change the Game in Social Security TimingInsurance carriers have begun to offer qualified longevity annuity contracts, which can reshape a clients entire retirement income planning strategy.
February 23, 2015
Total U.S. annuity sales improve three percent in 2014Record sales in indexed annuities and income annuities drive growth.
February 23, 2015
Total U.S. annuity sales improve three percent in 2014Record sales in indexed annuities and income annuities drive growth.
February 18, 2015
Midland National to pay $1.3 million settlementThe California DOI said that it found the insurer was taking advantage of seniors in the sale of inappropriate annuities using misleading tactics.