Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
The Correct Context For Viewing Index Annuity Returns
By Jack MarrionA financial magazine published an article about index annuities that cited my findings from the actual return data I collect, quoting that the average annual index annuity return was around 5.6% for the 5 years ending September 30, 2008...
February 17, 2009
Top story: The guaranteed minimum accumulation benefit rises againGuaranteed minimum accumulation benefit riders in variable annuities are starting to draw more attention among investors. Some advisors believe the losses in the equity markets in 2008 are spurring this.
February 01, 2009
Want a sale? Harness your client's angerThis column is an excerpt from Jack Marrion's new book "Sell More Annuities: Change Buyer Behavior" Fear is a proven marketing technique that is also used successfully by annuity providers. Today, it'd go something like:
February 01, 2009
Insurers Will Build Their Annuity/LTC ArsenalsFor the combination annuity and long term care marketplace, 2009 will be a momentous year.
January 31, 2009
Want a sale? Harness your client's angerThis column is an excerpt from Jack Marrion's new book "Sell More Annuities: Change Buyer Behavior" Fear is a proven marketing technique that is also used successfully by annuity providers. Today, it'd go something like:
January 29, 2009
There's gold in them hillsA former California life insurance agent was arrested for allegedly stealing $100,000 from an 83-year-old client. He was charged with three felony counts, including theft, identity theft and theft from an elder. The agent allegedly forged the
January 19, 2009
The Landscape For Producers Has Been ChangedOn its face, the Security and Exchange Commission's decision on Rule 151A--to regulate index annuities as securities beginning in January 2011--would, if left in place, seem to mean business-as-usual ...
January 18, 2009
The Landscape For Producers Has Been ChangedOn its face, the Security and Exchange Commission's decision on Rule 151A--to regulate index annuities as securities beginning in January 2011--would, if left in place, seem to mean business-as-usual ...