Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Ask the expert: Inflation protection
By Nu BookThis article answers the question: Do immediate annuities offer inflation protection features, and if so, how do these features work?
August 10, 2009
Comp Proposal Draws FireProducers should be able to collect annuity sales commissions even when they have not recommended the transactions, insurance industry commenters say.
August 10, 2009
Comp Proposal Draws FireProducers should be able to collect annuity sales commissions even when they have not recommended the transactions, insurance industry commenters say.
July 27, 2009
Ask the expert: What about taxes on annuity exchanges?This article answers the question, Does tax liability arise when a policyholder exchanges one annuity contract for another?
July 26, 2009
Ask the expert: What about taxes on annuity exchanges?This article answers the question, Does tax liability arise when a policyholder exchanges one annuity contract for another?
July 22, 2009
Bank Annuity Sales RiseBank holding company earnings from annuity sales were about 12% higher in the first quarter than they were in the first quarter of 2008.
July 22, 2009
Bank Annuity Sales RiseBank holding company earnings from annuity sales were about 12% higher in the first quarter than they were in the first quarter of 2008.
July 20, 2009
1035 Exchanges Are Going To Fall SharplySwapping old annuities for new--also known as 1035 Exchanges--accounts for half of all indexed annuity sales (see NU 6/23/09) and over 80% of variable annuity sales (see NU 11/3/08).