Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Planning your own personal incentive trip
By Stan HaithcockIf organized the right way, a "me only" excursion can be a great branding opportunity for you and your firm.
August 19, 2013
Annuity sales tick up in Q2Deferred income and indexed annuities show strength, while Jackson National takes the top spot among sellers again.
August 19, 2013
How to Build Your Own Solution to Long-Term Care Insurance ScarcityHybrid annuity products that combine the estate and income planning features of an annuity with the protection of LTC insurance are becoming increasingly popular.
August 16, 2013
Annuity rates are up. Are your sales?No more excuses. Annuity rates are on the uptick, so it is about time that sales reflected it.
August 16, 2013
Are We Headed to Mandatory Retirement Savings Accounts?A California bill would use mandatory payroll deductions to provide pensions to millions without 401(k) plans ...
August 15, 2013
Can clients 1035 an inherited annuity?The IRS ruled that a beneficiary could exchange inherited annuities for another, indicating an expansion of the rules governing Section 1035 exchanges.
August 14, 2013
Fiduciary Fate of Millions of Retirement Accounts Soon to Be DecidedING court case heading for trial and impending DOL rule define duties of asset managers and advisors.
August 14, 2013
The ‘other’ advisorMaybe its time to work with the other advisor your client knows.