Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Try saying this instead...
By Jack MarrionLosses are more vivid than gains. A 4 percent index annuity crediting cap offers 3 percent more potential interest than a certificate of deposit renewing at 1 percent, but it's still only 4 percent.
September 28, 2011
California Enacts Annuity Suitability LawThe regulation, modeled on one approved by NAIC, governs the selling of annuities and imposes fines and sanctions on agents who violate the law.
September 19, 2011
Radio show + Seminars = Annuity salesThe financial services universe gets more confusing every day to the average consumer.
September 01, 2011
Is the three-legged stool off-kilter?Be wary of annuity pricing that appears unequal. One of the parties to the deal may be benefiting at the expense of the other.
August 31, 2011
Is the three-legged stool off-kilter?Be wary of annuity pricing that appears unequal. One of the parties to the deal may be benefiting at the expense of the other.
August 29, 2011
California Lawmakers OK Annuity Suitability Bill Based on NAIC ModelAn annuity suitability standards bill, A.B. 689, has made it through the California Legislature and is waiting for the signature of Gov. Jerry Brown.
August 28, 2011
California Lawmakers OK Annuity Suitability Bill Based on NAIC ModelAn annuity suitability standards bill, A.B. 689, has made it through the California Legislature and is waiting for the signature of Gov. Jerry Brown.
August 24, 2011
IRI: Annuity Sales Head HigherU.S. individual annuity sales were 10% higher in the second quarter than they were in the second quarter of 2010, according to the Insured Retirement Institute.