Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
EBSA Official: 403(b) Plan Product Not Really An Annuity
By Allison BellAn Employee Benefits Security Administration official wants employers to stop treating a retirement plan investment product as an annuity.
March 01, 2010
The tax man commethWith tax time just around the corner, the savvy advisor knows how to make the proper plans to help clients deal with
February 28, 2010
The tax man commethWith tax time just around the corner, the savvy advisor knows how to make the proper plans to help clients deal with
February 24, 2010
Indexed annuities set record in 2009; overall annuity sales drop 18%Annuity sales statistics from 2009 started rolling in recently from a variety of researchers, with LIMRA reporting that total individual annuity sales declined 11% in 2009 to $234.9 billion.
February 23, 2010
Indexed annuities set record in 2009; overall annuity sales drop 18%Annuity sales statistics from 2009 started rolling in recently from a variety of researchers, with LIMRA reporting that total individual annuity sales declined 11% in 2009 to $234.9 billion.
February 19, 2010
Year End Annuity Sales Results Flow InAnnuity results for year-end 2009 and the fourth quarter show general declines but some modest improvements in spots.
February 19, 2010
Year End Annuity Sales Results Flow InAnnuity results for year-end 2009 and the fourth quarter show general declines but some modest improvements in spots.
February 01, 2010
Objection preemptionPreempting the objection is showing the consumer why the annuity fits their goals in spite of the negative aspects of buying the annuity.