Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Fixed Annuity Sales Surge Should Continue This Year
By Jeremy AlexanderThe 3rd quarter of 2008 will be remembered as the one when all hell broke loose as the economy tanked. But it was also a quarter where estimated fixed annuity sales set another 5-year record, at $27.1 billion.
December 25, 2008
Big dreams, little schemesA Georgia financial advisor and registered representative pleaded guilty to mail fraud in connection with a scheme that victimized more than 10 clients and resulted in losses of $4.6 million. The advisor apparently convinced clients to liquidate
December 24, 2008
Big dreams, little schemesA Georgia financial advisor and registered representative pleaded guilty to mail fraud in connection with a scheme that victimized more than 10 clients and resulted in losses of $4.6 million. The advisor apparently convinced clients to liquidate
December 01, 2008
Hone your VA sales approachTracking variable annuity features and benefits is no easy task for advisors. In light of the recent financial crisis, however, those kinds of details might be less relevant anyway, says John Hancock's Tom Mullen. "The spreadsheet [for
November 30, 2008
Hone your VA sales approachTracking variable annuity features and benefits is no easy task for advisors. In light of the recent financial crisis, however, those kinds of details might be less relevant anyway, says John Hancock's Tom Mullen. "The spreadsheet [for
November 02, 2008
Let's Go After New Annuity DollarsMorningstar Inc. reported that variable annuity net sales as a percentage of VA total sales was only 18.3% in 2007. In the 2008 Annuity Fact ...
November 02, 2008
Let's Go After New Annuity DollarsMorningstar Inc. reported that variable annuity net sales as a percentage of VA total sales was only 18.3% in 2007. In the 2008 Annuity Fact ...
November 02, 2008
Understanding Index Annuity GLWBsIt has only been a little over 2 years since guaranteed lifetime withdrawal benefits (GLWBs) burst into the scene in the index annuity market.Since June ...