Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
IRA Cap Gives Rise to New Funding Strategies
By John SullivanAs with the Whac-A-Mole carnival game, new regulation means new opportunity.
April 11, 2013
94% of Pension Plans Underfunded: WilshireA low-interest-rate environment is wreaking havoc with corporate defined benefit plans.
April 10, 2013
A trip to nowhereIts time for the annuity industry to stop the sales incentive madness.
April 08, 2013
What Advisors Don’t Know About Variable Annuities: How GLWBs WorkFees are based on the portfolios high-water mark, and the VA holder is actually making payments to himself from his own money until all those funds are exhausted.
April 03, 2013
When Clients Outlive Their Longevity Insurance: QLACsFavorable IRS treatment makes QLACsdeferred annuity productsmore appealing, but their flip side is that the client may not live long enough to reap the longevity benefits. Treasury is proposing a solution.
April 03, 2013
The annuity industry needs its own Series 7 exam…nowIts time to raise the bar, and raise it very high. Our current and future annuity clients are depending on it.
April 03, 2013
FIAs and the interest rate challengeFixed indexed annuities now offer new indexing methods that can boost upside potential.
March 29, 2013
Variable Annuity Sales Slide as Income Annuities Reach RecordOverall VA sales trended downward compared with 2011, but were relatively even with 2010 levels.