Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Private Placement Variable Annuities: The Luxury Retirement Vehicle of the Future
By Robert Bloink, William H. ByrnesIn most instances, the needs of the ultra-high-net-worth client simply cannot be met through the traditional retirement planning vehicles and strategies.
July 23, 2014
MetLife SIFI Designation ImminentIn designating MetLife at this time, the FSOC would be ignoring the House Financial Services Committee.
July 22, 2014
5 longevity annuity rules you need to know nowNew annuity rules could be a game changer for how 401(k) and IRA assets are allocated.
July 22, 2014
5 Longevity Annuity Questions and AnswersQLACs are a complicated mash-up of IRA and annuity rules, and clients may need substantial help in understanding their key provisions.
July 21, 2014
Securities America Buys BD Assets From Kansas City LifeThe deal with Sunset Financial Services Inc. is expected to add 268 reps and about $2.4 billion in client assets to Securities America.
July 18, 2014
5 QLAC questions and answersIts likely that in the not too distant future, QLACs will go from tax code theory to client reality.
July 18, 2014
5 QLAC questions and answersIts likely that in the not too distant future, QLACs will go from tax code theory to client reality.
July 16, 2014
Treasury’s Final Longevity Annuity Regulations May Spark GrowthIn its new QLAC regulations, the Treasury Department has quietly left open the door for variable and indexed annuities to enter the market.