Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Post-Retirement Health Care: A Quarter-Million-Dollar Dilemma
By Robert Bloink, William H. ByrnesMany of your clients retiring this year are likely to incur about $240,000 per couple in out-of-pocket health care expenses during retirement. How do you advise them to cover these expenses on a fixed income?
May 21, 2012
Morningstar Launches New Variable Annuity Review ToolThe new program displays data on nearly 2,000 variable annuity contacts.
May 21, 2012
Morningstar Announces New Variable Annuity Comparison ToolMorningstar has launched Morningstar Annuity Intelligence, a web-based product for evaluating variable annuities.
May 14, 2012
Jefferson National Adds Alternative Investment OfferingsCompany claims recent additions means it has more than 65 tax-deferred funds in the alternative investment category.
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.