Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
The incredible, evolving annuity
By Joseph FinoraVery few products in this industry have evolved like that of the annuity, which has come to take on a variety of shapes and forms while promising to become increasingly flexible as people's future needs continue to change. "Variable annuities we
February 24, 2008
When Recommending A Rider, Don't Forget The Death BenefitsOften overlooked by advisors and boomer clients who are deciding whether to purchase an optional rider for a deferred variable annuity is the enhanced death ...
February 24, 2008
When Recommending A Rider, Don't Forget The Death BenefitsOften overlooked by advisors and boomer clients who are deciding whether to purchase an optional rider for a deferred variable annuity is the enhanced death ...
February 17, 2008
Minnesota AG Settles One Annuity Suit, Files AnotherMinnesota Attorney General Lori Swanson has resolved one suit linked to index annuities and filed a second index annuity suit.A state court in Minneapolis has ...
February 17, 2008
Minnesota AG Settles One Annuity Suit, Files AnotherMinnesota Attorney General Lori Swanson has resolved one suit linked to index annuities and filed a second index annuity suit.A state court in Minneapolis has ...
February 01, 2008
Liquidity costs are always comparisonsOwners of annuities typically incur costs if they surrender an annuity prematurely. The penalty for getting out of an annuity can be as high as 25 percent, although a review of annuityspecs.com shows that the first year penalty is 10 percent or less
January 31, 2008
Liquidity costs are always comparisonsOwners of annuities typically incur costs if they surrender an annuity prematurely. The penalty for getting out of an annuity can be as high as 25 percent, although a review of annuityspecs.com shows that the first year penalty is 10 percent or less
January 28, 2008
Top story: Why annuity charges and interest are flip sides of the same coin"When you finish a sales presentation for a fixed deferred annuity, the client meeting isn't over," says John Olsen, a certified financial planner and principal of Olsen Financial Group, Kirkwood, Mo.