Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Why Social Security Expertise Is Critical to Clients — and Advisors
By John SullivanAccording the Social Security Administration, 74% of recipients are receiving a reduced benefit amount.
October 02, 2013
This annuity ‘dogma’ won’t huntIts time for the industry to start questioning currently accepted and damaging practices.
September 26, 2013
Lump sum or the annuity: Here’s which one to pick if you win the lotteryThe third less popular, but more fun option is to collect your lottery winnings in a dump truck.
September 19, 2013
What ‘ABC’ really stands forGlengarry Glen Ross is a must-see movie. Its Always Be Closing message needs to be tossed out when selling annuities.
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?