Annuities - FA Magazine

Annuities

Insurers Gear Annuities To Fee-Only Advisors

Tuesday, 17 August 2010
Insurance companies are aiming to make annuities more attractive to financial advisors who are compensated by fees rather than commissions.

A Good Fit

By Alan Lavine, August 2010 issue
Immediate annuities fit well in retirement income plans.

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Some Dismayed By Indexed Annuity Regulation

Thursday, 15 July 2010
Some advisors are dismayed that a court order, and the financial overhaul bill, leaves the regulation of equity-indexed securities under state insurance commissioners.

Advisor Emporium

June 2010 issue
Advisor Emporium

How Financial Overhaul Affects Advisors

Monday, 28 June 2010
Elements of the sweeping financial reform will impact financial advisors by affecting the terms of their relationships with clients, their business practices and the products they offer.

Inflation's Toll On Annuity Payouts

Monday, 24 May 2010
The guaranteed payouts on immediate annuities offer insurance against the kinds of rocky times investors have been weathering of late. But inflation could whittle away value.

Finra Panel Slaps Ameriprise With Sanctions, Legal Fees

Monday, 24 May 2010
A securities arbitration panel has ordered Ameriprise Financial Services Inc. to pay nearly $470,000 to an investor, including sanctions and legal fees.

New Retirees Often Make Poor Decisions

Wednesday, 19 May 2010
The period right after retirement can be the most critical period for investors, but it’s also a time when people make decisions with their guts instead of their heads, experts say.

Annuity Sales Decline, But Variable Annuity Sales Rise

Wednesday, 19 May 2010
Annuity sales in the first quarter declined 27% from the year-ago period, but sales of variable annuities rose modestly, a sign that investors may be stepping back into the market.

Sizing Up Annuities

By Alan Lavine, May 2010 issue
Payouts are appealing, but do your homework.

Inappropriate Annuity Sales Still An Issue

Thursday, 29 April 2010
Finra remains concerned about the inappropriate sale of annuities to seniors, and its examinations of firms continue to raise red flags on the issue.

Advisors Seek Simpler Annuities, Education

Wednesday, 17 March 2010
The retirement guarantees provided by annuities are more important to investors than ever, advisors say, even as many advisors still avoid using them in clients' portfolios.

A New Plan

Thursday, 25 February 2010
A client with a need for income had her retirement assets slashed more than 40% to $500,000 as a result of the 2008 market crash. Here's how one advisor helped.

Should Clients Take Less Now So Kids Get More Later?

Monday, 22 February 2010
Buying an annuity confronts families with a dilemma: Should a parent take smaller monthly payments so that their surviving spouse or children can get some sort of inheritance?

Staggering Immediate Annuity Purchases May Benefit Clients

Wednesday, 17 February 2010
Immediate annuities, under certain circumstances, may be right for a part of some retirees' nest eggs.

Latest Look

By Leslie Scism, February 2010 issue
Redesigned variable annuities are pitched to investors.

Advisor Seeks Support For Annuity

Wednesday, 30 December 2009
An advisor speaks out about an annuity that he thinks is underused but makes sense for clients entering retirement and worrying about stock-market volatility.

Annuity Process Needs Streamlining

Monday, 14 December 2009
Automation and standardization will be the keys to success for advisors and broker-dealers who handle annuities for retirees in the near future, say some experts.

US Fixed Annuity Sales Slump In Third Quarter

Thursday, 19 November 2009
As the stock market shows signs of recovery and fears of increasedinflation mount, older investors and retirees who turned to fixedannuities are looking elsewhere.

Annuities For The Middle Class?

Tuesday, 22 September 2009
Given the widespread fear in the Great Recession, it’s no surprise annuity sales have skyrocketed over the last year.


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