Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Crooked advisors prey on retirees and seniors
By Harry LewA St. Louis broker is going to prison for stealing nearly $4 million from fellow orthodox Jews and spending the money on adult entertainment.
May 19, 2011
Marrion: Low Caps Hurting Indexed Annuity SalesLow interest rate caps have been hurting indexed annuity sales, according to Jack Marrion.
May 18, 2011
Annuity Sales Keep RisingTotal U.S. individual annuity sales climbed to $60 billion during the first quarter, up 16% from the total for the first quarter of 2010, according to LIMRA.
May 18, 2011
Annuity Sales Keep RisingTotal U.S. individual annuity sales climbed to $60 billion during the first quarter, up 16% from the total for the first quarter of 2010, according to LIMRA.
May 05, 2011
Utah Regulators Issue Surrender Charge BulletinThe Utah Insurance Department has put out a bulletin giving its views on individual annuity surrender charges.
May 03, 2011
Required Minimum Distributions - Turning Details into OpportunitiesI remember very early on in my insurance career hearing a sales person say: "Get the money first and straighten out the details later."
April 19, 2011
California: Illustrations Should Always Be ReasonableStates should forbid insurers and agents from using misleading annuity illustrations at any time, not simply during the sales process, a regulator says.
April 19, 2011
MWA: 2010 Bank Holding Company Annuity Income Drifts LowerAnnuity sales at U.S. bank holding companies brought in a total of about $2.6 billion in commissions and fees in 2010, down 1.8% from the 2009 total, according to Michael White Associates.