Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Tackling the Retirement Income Challenge With Innovation
By James J. GreenFour experts at the IRI conference addressed the issue of retirement income planning and the nuances of retirement distributions.
September 26, 2014
SEC Busts 4 Insurance Agents in Scam Against SeniorsSEC charges four insurance agents for unlawfully selling securities in what turned out to be a multimillion-dollar fraud targeting retirees.
September 25, 2014
Retirement Income Experts Convene at IRI ConferencePolitical analyst Stuart Rothenberg will discuss the current political landscape of the retirement industry.
September 23, 2014
Top 10 Annuity Sales Leaders: Q2 2014MetLife had a rough first quarter in annuities but has made impressive gains, along with Allianz Group, whose quarterly sales growth was a whopping 101%.
September 15, 2014
Safeguarding Retirement With 401(k) Plan In-Service WithdrawalsLittle-known IRS rules that provide for in-service 401(k) withdrawals allow use of funds already earmarked for retirement to implement an annuity strategy while still working.
September 12, 2014
Wells Fargo Adds 11 California Reps With $1B in AUMThe wirehouse taps a new communications chief, as independent firms hire recruiters, portfolio managers.
September 11, 2014
Annuity Sales Hit 3-Year High: IRICiting Beacon Research and Morningstar, IRI said both fixed and variable annuities had the highest sales in three years.
September 09, 2014
How to overcome your client’s annuity misconceptionsIf you're not careful, these four common annuity myths may prevent you from making a sale.