Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
An annuity alternative for legacy planning
By Charles D. OsmondFinancial advisors who work with individuals in the 50-plus crowd deal with it every day: people who fear their money will run out. Clients are growing more aware of planning missteps and becoming concerned with the threat of outliving their
September 11, 2007
Labor Sets Plan Annuity Selection RulesThe U.S. Department of Labor has come out with an interim final rule that will clarify fiduciary standards for employers that use annuities to pay ...
September 11, 2007
VA Gains Push Up Annuity SalesU.S. sales of individual annuity rose to about $65 billion in the second quarter, up 6% from the total for the second quarter of 2006.Researchers ...
September 11, 2007
VA Gains Push Up Annuity SalesU.S. sales of individual annuity rose to about $65 billion in the second quarter, up 6% from the total for the second quarter of 2006.Researchers ...
September 09, 2007
What To Do About Those 'Annuity Scoundrels'Reviewing regulator public speeches, lawsuit pleadings and reporter articles over the past year leads to one conclusion: Securities regulators, trial lawyers and the media are ...
September 09, 2007
What To Do About Those 'Annuity Scoundrels'Reviewing regulator public speeches, lawsuit pleadings and reporter articles over the past year leads to one conclusion: Securities regulators, trial lawyers and the media are ...
September 09, 2007
Individual U.S. Annuity Sales Hit $124 Billion In 1st Half Of 2007LIMRA estimates that individual annuity sales reached $124.4 billion in the first half of 2007, a 3% increase over the first half of 2006 (see ...
September 09, 2007
Individual U.S. Annuity Sales Hit $124 Billion In 1st Half Of 2007LIMRA estimates that individual annuity sales reached $124.4 billion in the first half of 2007, a 3% increase over the first half of 2006 (see ...