Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
SEC Socks MassMutual With $1.6 Million VA Penalty
By Melanie WaddellThe SEC on Thursday charged Massachusetts Mutual Life Insurance Co. with securities law violations for failing to sufficiently disclose the potential negative impact of a cap it placed on a complex investment product that investors were planning to use for retirement.
November 08, 2012
Reggie KellyOn Sept. 13, 1983, welder Reggie Kelly hopped on his motorcycle to go cash his paycheck over a lunch break. In the moments that followed, everything changed.
November 07, 2012
Video Part III: The Importance of Annuities in Creating an Adaptable Retirement StrategyIn this video, Eric Taylor, National Sales Manager with Genworth Financial and Bart Bradshaw, Advanced Marketing Attorney with Genworth Financial discuss how an age-based in-service withdrawal from qualified plans may protect assets from market fluctuation and preserve post-retirement opportunities for income.
November 07, 2012
Video Part II: The Importance of Annuities in Creating an Adaptable Retirement StrategyEric Taylor, National Sales Manager with Genworth Financial and a financial sales & marketing expert, with diverse experience in financial services within marketing, brand, operations and sales, discusses how those nearing or in retirement can maintain steady income to protect assets and lifestyles even when volatile markets and lifes events...
November 07, 2012
Video Part I: The Importance of Annuities in Creating an Adaptable Retirement StrategyPat Foley, President of Distribution and Marketing with Genworth US Life Companies and a leading authority on multiple insurance and annuity lines addresses the increasingly important role annuities play in creating retirement savings plans designed to maximize potential opportunities for accumulation while providing for guaranteed lifetime income in the face...
November 05, 2012
5 strategies to apply to suitable annuity sales, part 2Here are three more ways to make a suitable and successful annuity sale.
November 05, 2012
5 strategies to apply to suitable annuity sales, part 2Here are three more ways to make a suitable and successful annuity sale.
November 01, 2012
‘No Timing’ on VA Summary Prospectus: SEC’s NashNash also said she couldnt predict where such a rule proposal falls among the SECs priorities.