Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Return illusions -- risk and volatility
By Jack Marrion* The charts referenced below appear at the bottom of the article The top wheel has five possible outcomes with four of them returning 6 percent and one returning 1 percent. The bottom wheel also has five possible outcomes, but they range from 2
November 15, 2007
Principal Settles With Connecticut Over Broker PaymentsA large insurer says it has settled with regulators in a Northeastern state over retirement plan professional compensation arrangements but still believes it was obeying ...
November 04, 2007
Appreciating The Value Of The Annuity's Insurance ElementsFor nearly two decades, a large part of the financial press has trashed annuities. They have claimed annuities are too expensive, offer worthless and unnecessary ...
November 04, 2007
Appreciating The Value Of The Annuity's Insurance ElementsFor nearly two decades, a large part of the financial press has trashed annuities. They have claimed annuities are too expensive, offer worthless and unnecessary ...
November 01, 2007
Getting the best of both worldsTasked several years ago by his bosses in the Bush administration to conceptualize how a combined annuity/long term care insurance product might be structured to make it palatable to potential buyers and suppliers, Mark J. Warshawsky, then an
October 31, 2007
Getting the best of both worldsTasked several years ago by his bosses in the Bush administration to conceptualize how a combined annuity/long term care insurance product might be structured to make it palatable to potential buyers and suppliers, Mark J. Warshawsky, then an
October 01, 2007
An annuity alternative for legacy planningFinancial advisors who work with individuals in the 50-plus crowd deal with it every day: people who fear their money will run out. Clients are growing more aware of planning missteps and becoming concerned with the threat of outliving their
September 30, 2007
An annuity alternative for legacy planningFinancial advisors who work with individuals in the 50-plus crowd deal with it every day: people who fear their money will run out. Clients are growing more aware of planning missteps and becoming concerned with the threat of outliving their