Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Morningstar Launches New Variable Annuity Review Tool
By Maria WoodThe new program displays data on nearly 2,000 variable annuity contacts.
May 11, 2012
Do Advisors Need to Videotape Annuity Sales?With the Neasham decision hovering over the industry, a group of experts suggested that advisors may need to record their sessions with senior clients.
May 10, 2012
Natalie Choate’s Newest Estate Planning TipsTo judge by the hundreds of attentive NAPFA advisors in the audience, nothing can compare to getting estate planning advice from tax lawyer Natalie Choate.
May 04, 2012
Top Portfolio Products: Russell, Barclays Introduce New Index SeriesRiverPark introduces hedged value fund; Allianz offers new VA rider; Jackson introduces new VA option.
May 03, 2012
BlackRock, Harvard: Retirees Don’t Know What They Want, but It Might Be AnnuitiesYou dont get a radically different answer when you change the wording of a question about whether you want chocolate or vanilla ice cream, but with annuities you do, says Harvard professor David Laibson.
May 02, 2012
The Right FitThe saga of Glenn Neasham has elicited passionate responses on both sides of the aisle. A word that gets thrown around when discussing his sale of the MasterDex 10 Annuity from Allianz (MasterDex) to a then 83-year-old, dementia-stricken Fran Schuber is fair. You are either of the belief that what...
May 02, 2012
The Right FitThe saga of Glenn Neasham has elicited passionate responses on both sides of the aisle. A word that gets thrown around when discussing his sale of the MasterDex 10 Annuity from Allianz (MasterDex) to a then 83-year-old, dementia-stricken Fran Schuber is fair. You are either of the belief that what...
April 30, 2012
Annuity salesman sent to prisonThe recent conviction of an insurance advisor for felony theft for selling an annuity contract to a senior indicates that states may be taking a hard line against elder abuse.