Immediate annuities, under certain circumstances, may be right for a part of some retirees' nest eggs.
by Leslie Scism
Redesigned variable annuities are pitched to investors.
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.
by
Karen DeMasters
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.
As the stock market shows signs of recovery and fears of increasedinflation mount, older investors and retirees who turned to fixedannuities are looking elsewhere.
by
Ray Fazzi
Given the widespread fear in
the Great Recession, it's no surprise annuity sales have skyrocketed over the
last year.
by
Dorothy Hinchcliff
Ameritas has been fined $100,000 and one of its
brokers has been suspended and fined for convincing customers to borrow
against their homes to buy variable universal life insurance policies.
Van Eck Offers Alternative Mutual Fund
Van Eck Global, a money manager that offers diversification through global investing, is creating the Van Eck Multi-Manager...
by
Dorothy Hinchcliff
FINRA has fined five bank
broker-dealers a total of $1.65 million for deficient supervision and
procedures involving variable annuity, mutual fund or unit
investment trust transactions.
For years, many sophisticated financial advisors and others have taken
a very dim view of insured investment products, like variable
annuities...
by
Ray Fazzi
As more financial advisors sell insurance, a recent report indicates
some could be unsuitably cross-selling annuities in conjunction with
reverse mortgages.
by
Dorothy Hinchcliff
Middle-class retirees and those nearing retirement are even worse off
now than they were six months ago, says a new study by Ernst & Young.
by
Dorothy Hinchcliff
U.S. fixed annuity sales are soaring and even variable annuities didn't take as big of a hit as the S&P 500, according to reports on first quarter sales of annuities.
by
Karen DeMasters
Baystate Financial uses its wide array of services to advise small business owners.
by Raymond Fazzi
Variable universal life continues to be the black sheep of the life insurance product family.
by
Eric Rasmussen
Some advisors are turning the worst bear market in decades into a growth opportunity. Here's how they're doing it.
by David J. Drucker
Has the 2008 stock market changed the rules of asset allocation and how we manage asset volatility?
by
Eric Rasmussen
The economic downturn is driving interest in fixed annuities.
by
Eric Rasmussen
Could variable annuities gain some luster after a horrible year in the fund world? ...
