Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
The word is annuity. Try using it.
By Stan HaithcockStop using deceptive phrases and be proud you are selling an annuity.
July 12, 2013
Indexed annuity sales are down, not outEvaluating sales numbers quarter by quarter or year over year can be like comparing apples to oranges.
July 11, 2013
Milevsky Warns: Beware of Annuity IgnoranceTodays sensationalized characterization of annuities as products of unremitting evil or of unsurpassed virtue completely misses some essential points of wisdom advisors need to know about properly using them, Moshe Milevsky says.
July 11, 2013
United Capital Announces c5 Wealth Management AcquisitionUnited Capital's acquisition of Virginia-based c5 follows on the heels of its July 1 announcement that it had acquired Georgia-based PPA Advisors.
July 04, 2013
Why a Standardized Financial Planning Process Is Better for the ClientBringing better consistency to the process may actually be the thing that allows us to create more trust and make that personalized financial planning experience for clients better than ever.
July 04, 2013
Alicia Munnell: Make 401(k) Auto-Enrollment MandatorySeven years after Congress encouraged employers to auto-enroll workers in 401(k)s, the retirement fix has run out of steam, the Center for Retirement Research says.
July 02, 2013
Annuity Puzzle Solved: Don’t Buy ThemDefying conventional wisdom, Kent Smetters of the Wharton School and Felix Reichling of the CBO say low demand for annuities is no mystery. If there is an annuity puzzle, it is why people don't short them.
July 01, 2013
Are Variable Annuity Guaranteed Benefits on Their Way Out?Clients who purchased VAs with lifetime guarantees need to stay alert: nervous insurance companies issuing these guarantees may soon seek substantial modifications to outstanding contracts.