Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Avoiding Common Annuity Planning Mistakes
By Tom Duncan, Steve HamiltonA recent survey found that 39% of Americans who have given thought to their financial retirement plan have no sources of guaranteed income besides Social Security.
January 09, 2011
Annuity producer evolution or extinction: 5 tipsThe index annuity sales model for the last decade was to offer consumers the hope of earning a much higher return than they could get from CDs. That model is dying.
January 05, 2011
The Case of the Argued AnnuityThis case involves a widowed 87-year-old decedent, an annuity owner with two children. It is a dispute between his two children, a son and a daughter, over the correct distribution of death benefits on two annuities.
January 05, 2011
The Case of the Argued AnnuityThis case involves a widowed 87-year-old decedent, an annuity owner with two children. It is a dispute between his two children, a son and a daughter, over the correct distribution of death benefits on two annuities.
December 01, 2010
Anchoring for bigger salesA while back I did a study with a group of consumers. I told them it was a pricing game and they were to guess the price of two vacation trips and write the prices down on a slip of paper.
November 30, 2010
Anchoring for bigger salesA while back I did a study with a group of consumers. I told them it was a pricing game and they were to guess the price of two vacation trips and write the prices down on a slip of paper.
November 30, 2010
Annuity Facts: How Do I Know a Fixed Annuity Is Safe Since It's Not FDIC-Insured?FDIC insurance does not extend to annuities, and that is very much a concern to some consumers - but it is important to remember that FDIC insurance is not free.
November 29, 2010
Annuity Facts: How Do I Know a Fixed Annuity Is Safe Since It's Not FDIC-Insured?FDIC insurance does not extend to annuities, and that is very much a concern to some consumers - but it is important to remember that FDIC insurance is not free.