Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
What If Consumers Refuse To Answer Suitability Questions?
By Allison BellRegulators and others are debating whether insurers and insurance producers should be able to sell annuities to consumers who refuse to fill out suitability questionnaires.
October 26, 2009
Immediate Annuity Has LiquidityA new immediate annuity includes several liquidity options that are designed to appeal to baby boomers.
October 16, 2009
BHC Annuity Income RisesBank holding companies increased their earnings from the sale of annuities to $1.33 billion in first half 2009, up 1.7% from $1.31 billion in the same period last year, according to a report.
October 16, 2009
BHC Annuity Income RisesBank holding companies increased their earnings from the sale of annuities to $1.33 billion in first half 2009, up 1.7% from $1.31 billion in the same period last year, according to a report.
October 06, 2009
Study: FIA Returns "Competitive"A new study on index annuity performance is countering some negative conclusions about this performance that have been circulating.
September 30, 2009
AAA Reacts To ACLI Illustration ProposalAn American Academy of Actuaries panel says insurers should make sure annuity performance projections include warnings of the possible tax consequences of early withdrawals.
September 28, 2009
Ask the expert: Can he sell his annuity?This article answers the question: The question was: My client is interested in selling his annuity but is unsure about the tax implications of such a transaction. Can you provide an overview?
September 28, 2009
Ask the expert: Can he sell his annuity?This article answers the question: The question was: My client is interested in selling his annuity but is unsure about the tax implications of such a transaction. Can you provide an overview?