Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Top Story: Annuity laddering offers flexibility, simplicity
By Warren S. HerschOne measure by which to judge the crafting of an insurance or financial plan is flexibility: the ability to adjust the plan to meet the changing retirement needs of the client.
July 20, 2008
Fla. Toughens Standards For Annuity Sales To SeniorsFlorida Gov. Charlie Christ has signed a new law increasing penalties on annuity salespeople who pressure elderly clients to buy annuities they don't need or ...
July 06, 2008
NAVA Releases Annuity Tech Standards For Annuity SalesNAVA Inc. and International Business Machine Corp. have completed a project that could help promote more automation of the annuity sales process.NAVA, Reston, Va., and ...
July 06, 2008
NAVA Releases Annuity Tech Standards For Annuity SalesNAVA Inc. and International Business Machine Corp. have completed a project that could help promote more automation of the annuity sales process.NAVA, Reston, Va., and ...
July 01, 2008
Florida Toughens Annuity Sales StandardsFlorida Gov. Charlie Christ has signed a new law increasing penalties on annuity salespeople who pressure elderly clients to buy annuities that the clients do ...
July 01, 2008
Florida Toughens Annuity Sales StandardsFlorida Gov. Charlie Christ has signed a new law increasing penalties on annuity salespeople who pressure elderly clients to buy annuities that the clients do ...
June 30, 2008
NAVA Releases Annuity Sales StandardsNAVA Inc. and International Business Machine Corp. have completed a project that could help promote more automation of the annuity sales process.NAVA, Reston, Va., and ...
June 30, 2008
NAVA Releases Annuity Sales StandardsNAVA Inc. and International Business Machine Corp. have completed a project that could help promote more automation of the annuity sales process.NAVA, Reston, Va., and ...