Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Fear vs. logic
By Richard HoeBuying an annuity has more to do with fear than superior returns.
September 17, 2013
Are Tax-Deferred VAs Tax Efficient? Yes, Says Jefferson NationalJeffNat's Larry Greenberg reminds RIAs that annuities are a great tax-deferral vehicle if the cost of buying them is cheap enough.
September 16, 2013
Morningstar: State Pensions Complex, Lack TransparencyWhos watching your clients pension? At the state level, who knows?
September 16, 2013
What I Learned From Investigating a Prospective Client’s AnnuityEven with a prospect, you have to dig deep sometimes to make a recommendation, especially with annuities. Turns out that actuaries are pretty bright people.
September 16, 2013
Milevsky Sells Firm to Cannex, ‘Bloomberg Terminal of Annuities,’ Then Joins ItThe professor tells ThinkAdvisor about the sale of his QWeMA Group consulting firm to retirement income data provider Cannex.
September 16, 2013
ING U.S. files for public stock offeringThe move follows the companys initial public offering in May, in which it raised $600 million.
September 13, 2013
SNL: Q2 annuity results mixedMetLife takes top spot despite a 20% decrease in annuity considerations.
September 13, 2013
SNL: Q2 annuity results mixedMetLife takes top spot despite a 20% decrease in annuity considerations.