Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Annuity Sales Rose for Q2, Slipped Year-on-Year: LIMRA
By Danielle AndrusAnnuity sales grew 4% in the second quarter, LIMRA reported on Monday, totaling $57 billion.
August 17, 2012
Olivia Mitchell, Kent Smetters, Others Reveal Holes in Retirement AdviceSurveys show millions of people want to discuss retirement with a professional advisor. But a forthcoming book edited by Olivia Mitchell and Kent Smetters points to barriers to advice in the retirement marketplace.
August 16, 2012
When Clients Get Lump-Sum Pension Offers, What to Advise?General Motors and Ford have made pension buyout offers to their employees. What should they do?
August 15, 2012
South Dakota Sends Annuity LTC Trigger BulletinWhere is the line between an annuity feature and a health or LTCI policy?
August 13, 2012
When Clients Get Lump-Sum Pension Offers (Like GM and Ford), What to Advise?Its not just the automakersan increasing number of your clients may need to choose between a lump-sum payout from their pensions and the traditional annuity option. How should you advise them?
August 13, 2012
Why So Many Americans Die Poor, and Other Big Retirement Questions: MIT’s PoterbaCan the elderly withstand the financial impact of health shocks? Is the annuity puzzle really so puzzling? These are just some of the key questions that award-winning economist James Poterba has investigated.Can the elderly withstand the financial impact of health shocks? Is the annuity puzzle really so puzzling? Will the...
August 09, 2012
LIMRA: More than Three-Quarters of Recent Annuity Buyers Are SatisfiedThe survey reveals that 86% of traditional fixed annuity buyers are satisfied with their deferred annuity purchase. Likewise, most buyers of variable annuities (75%) and indexed annuities (83%) are also satisfied with the purchases, the survey reveals.
August 09, 2012
LIMRA: More than Three-Quarters of Recent Annuity Buyers Are SatisfiedThe survey reveals that 86% of traditional fixed annuity buyers are satisfied with their deferred annuity purchase. Likewise, most buyers of variable annuities (75%) and indexed annuities (83%) are also satisfied with the purchases, the survey reveals.