Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
NAIC Examines FIA Sales Data
By Trevor ThomasA study for the National Association of Insurance Commissioners reports that of 50 annuity insurers surveyed, 12 have either left the annuity business or gone into rehabilitation since 2008.
June 11, 2009
BHC Annuity Income Up 29%Bank holding companies earned $2.6 billion from the sale of annuities in 2008, a 29% increase over $2 billion in 2007.
June 01, 2009
Annuity holders need not fear carrier failureYears ago I researched the question of fixed annuity losses because I had heard unsupported claims that annuity owners had either lost principal due to carrier failures, or, conversely, that no annuity owner had ever lost money, and I wanted to see what the truth was.
June 01, 2009
A Cautionary TaleMorris Armstrong, of Armstrong Financial Strategies in Danbury, Connecticut, is guiding a client through another problem that is becoming more common as insurance companies are...
May 31, 2009
Annuity holders need not fear carrier failureYears ago I researched the question of fixed annuity losses because I had heard unsupported claims that annuity owners had either lost principal due to carrier failures, or, conversely, that no annuity owner had ever lost money, and I wanted to see what the truth was.
May 31, 2009
Annuity/LTC Combos: Recipe For SuccessInsurers have been actively researching and/or developing combination (annuity and long term care) products for introduction once the Pension Protection Act takes effect on January 1, 2010.
May 31, 2009
Annuity/LTC Combos: Here They ComeThe Pension Protection Act of 2006 includes some key provisions that address for the first time the taxation of combination annuity plans featuring LTC insurance.
May 19, 2009
IA Sales Rise 23%Indexed annuity sales were about 23% higher in the first quarter of 2009 than they were in the first quarter of 2008, although they were slightly lower than in the previous quarter, according to AnnuitySpecs.com.