ANNUITIES

 1 2 3 4 5 6 7 8   

Swapping Old Annuities For New Ones

by

Interest rates have risen to a point where annuity swapping needs to be carefully considered by advisors.

'Annuity King' Sidekick Cites Bipolar Disorder In $6.3 Million Fraud

by

Accountant Kenneth Rossman should receive a light sentence because of his mental disorder, his attorneys argue.

Prudential Advisors Offers Its First Fee-Based Variable Annuity

by

The Prudential MyRock Advisor variable annuity carries a 0.40% fee on investments less than $1 million.

Want 'Retirement Alpha'? Use Annuities, Says Insurance Veteran

by

The way to get extra value out of retirement portfolios is through income annuities, author Tom Hegna says.

Expanding Services To Deal With The Boomer Retirement Wave

by

Consultant Steve Gresham talks about how advisors can meet the demands of baby boomer clients.

Principal Enters RILA Market With First Product

by

The firm believes that investors want annuities to build retirement savings while addressing market volatility.

Jackson Rolls Out New RILAs

by

The company has launched the Jackson Market Link Pro II and Jackson Market Link Pro Advisory II.

Fixed-Income Annuities Can Enhance Retirement Portfolios, Morningstar Says

by

FIAs with lifetime income guarantees merit consideration by retirement planners in some situations, the firm says.

Where Annuities Fit In The Puzzle

by

Where and how should annuities figure in retirement-income planning?

Wade Pfau On Using TIPS To Reveal A Retirement Plan's Funded Ratio

by

This retirement income planning strategy relies on simplicity and two numbers.

LIMRA Forecasts Strong Annuity Sales Even If Interest Rates Go Down

by

There may be a shift in consumer demand to variable annuities with lower rates, the research organization says.

Apollo's Big Bet On Insurance Put To Test

by ,

Over the past decade, Athene has grown into the firm's biggest profit driver and the largest annuities provider in the U.S.

It May Be Time To Swap The Old Annuity For A New One, Experts Say

by

Interest rates have risen to a point where annuity swapping needs to be carefully considered by advisors.

SEC Custody Proposal Could Hamstring RIAs Using Annuities

by

The agency should exempt insurance companies from the rule, says the Insured Retirement Institute.

High Interest Rates Drive Fixed Annuity Sales Records

by

Fixed-rate deferred annuities now make up 44% of the annuity market, according to LIMRA.

Ric Edelman: Tech Could Wreck Annuity, Insurance Income

by

Edelman said there are two demographic forces straining the wealth management industry: fewer advisors and more clients.

5 Ideas For Clients To Delay Social Security Until Age 70

by ,

Social Security generously rewards those who delay until age 70.

DPL Offers Retirement Income Assessment Tool To Members

by

The personality assessment tool zeroes in on clients' specific retirement income preferences.

RIAs And Their Objections To Fee-Based Annuities

by

Beyond commissions, there are other key reasons many RIAs still avoid annuities.

Mass. Firm Launches Model Portfolio Wrapped In An Annuity

by

Pension & Wealth Management Advisors worked with San Francisco's RetireOne to give advisors control.

 1 2 3 4 5 6 7 8