Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Before you sell that 7-year annuity…
By Sheryl J. MooreYou wont hear me asking for decades-long surrender charges today.
June 26, 2012
SEC ‘Seriously Considering’ Simpler VA ProspectusInvestor demand for an alternative to the 150- to 300-page VA prospectus remains strong, according to a just-released survey by the IRI, and the SEC is seriously considering approving shorter documents.
June 19, 2012
New Study Identifies Likely Annuity BuyersThe study reports that annuity buyers and likely buyers are almost three times more prevalent in the $75,000 to $100,000 in assets segment (14%) compared to only 5% of the U.S. population as a whole.
June 19, 2012
New Study Identifies Likely Annuity BuyersThe study reports that annuity buyers and likely buyers are almost three times more prevalent in the $75,000 to $100,000 in assets segment (14%) compared to only 5% of the U.S. population as a whole.
June 14, 2012
Fixed Annuity Sales Rise 23% for Q1Fixed annuity sales climbed almost 23% from a year ago, and an income annuity was the quarters bestselling product for the first time.
June 11, 2012
Beacon: Fixed Annuity Sales Down in Q1Fixed annuity sales slump in first quarter, but indexed and income annuities show strength.
June 11, 2012
Beacon: Fixed Annuity Sales Down in Q1Fixed annuity sales slump in first quarter, but indexed and income annuities show strength.
June 07, 2012
Advisor Calls for Paradigm Shift in Financial AdvicePaula Hogan, a Milwaukee-based advisor, has laid out a model for financial planning that she argues is both more effective and more distinctive than conventional approaches.