Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
3 Lessons for Advisors on Service and Pricing From the Airlines (Really)
By Michael E. KitcesThe airlines clearly display their tiers of service and pricing, and provide perks valued by their customers.
May 21, 2014
Total annuity sales up in first quarterTotal annuity sales improved 11 percent in the first quarter of 2014, compared to the first quarter of 2013, totaling $57.7 billion.
May 21, 2014
Total annuity sales up in first quarterTotal annuity sales improved 11 percent in the first quarter of 2014, compared to the first quarter of 2013, totaling $57.7 billion.
May 19, 2014
Annuities as an RMD AnswerCombining a fixed income annuity product with an IRA can help solve, and simplify, a clients required minimum distribution compliance.
May 14, 2014
7 Threats That Can Derail a Client’s RetirementBeyond basic threats to retirement income like market risk and interest rate risk, here are seven issues that advisors often overlook.
May 12, 2014
Making the Annuity Fit: IVAs vs. Structured AnnuitiesIf understood and then used properly, indexed variable annuities and structured annuities can perform a significant role in a clients portfolio.
May 12, 2014
Making the annuity fit: IVAs vs. structured annuitiesUsed properly, these products can perform a significant role in a clients portfolio.
May 12, 2014
Making the annuity fit: IVAs vs. structured annuitiesUsed properly, these products can perform a significant role in a clients portfolio.