Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Bernanke Took Advantage of Low Rates to Refinance
By Martin CrustsingerThe Fed chairmans choices for his personal finances run mainly to no-frills investments that emphasize safety, such as annuities and Treasuries.
August 27, 2012
Life Settlements—Are They Back?One question financial advisors should be asking themselves today is whether life settlements have returned to the fold as a viable tool in their clients planning strategies.
August 24, 2012
Whose Death Triggers Which Death Benefit in That Annuity?Any advisor who offers advice regarding a deferred annuity must be very sure to understand what that contract says with regard to death benefits.
August 20, 2012
Annuity Sales Rose for Q2, Slipped Year-on-Year: LIMRAAnnuity sales grew 4% in the second quarter, LIMRA reported on Monday, totaling $57 billion.
August 20, 2012
New Professional Retirement Designation Added by American CollegePractitioners have told us they need more information about retirement income strategies in order to better serve their clients, says American College President and CEO Larry Barton.
August 20, 2012
Annuity Sales Slump Year-Over-YearBut indexed annuities show the most growth, according to Q2 reports from LIMRA and AnnuitySpecs.com.
August 17, 2012
Olivia Mitchell, Kent Smetters, Others Reveal Holes in Retirement AdviceSurveys show millions of people want to discuss retirement with a professional advisor. But a forthcoming book edited by Olivia Mitchell and Kent Smetters points to barriers to advice in the retirement marketplace.
August 16, 2012
When Clients Get Lump-Sum Pension Offers, What to Advise?General Motors and Ford have made pension buyout offers to their employees. What should they do?