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 Clock Is Ticking on GRATs
By Robert Bloink, William H. ByrnesThe current low interest rate environment may present a problem for many planning scenarios, but a grantor retained annuity trust can actually thrive in such an environment, at least for now.
July 24, 2013
Do you have an ‘annuity addiction?’Not every prospect needs an annuity. So why sell everyone this product?
July 24, 2013
Do you have an ‘annuity addiction?’Not every prospect needs an annuity. So why sell everyone this product?
July 17, 2013
The word is annuity. Try using it.Stop using deceptive phrases and be proud you are selling an annuity.
July 17, 2013
The word is annuity. Try using it.Stop 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 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.