by
Christopher Robbins
Goldman found that student debt and caregiving requirements hinder people's retirement goals.
by
Tracey Longo
The draft proposal erects barriers to annuities and other product sales, the coalition argues.
by
Christopher Robbins
While Congress hasn't changed tax laws this year, the IRS has been busy issuing rulings, Slott said.
by FA Staff
The equity market has helped stimulate annuity sales, according to LIMRA.
by
Ben Mattlin
The tools will help advisors include annuities in their financial planning, says the Insured Retirement Institute.
by
Tracey Longo
The financial giant encourages using annuities as well as delaying retirement and Social Security in a new white paper.
by
Tracey Longo
Some of the illustrated returns used in marketing the products are overly optimistic, the research firm says.
by
Ben Mattlin
The annuities giant saw plunging operating earnings. It blamed higher costs and derivatives losses.
by
Jennifer Lea Reed
The products allow fund investors to build guaranteed income into their fund strategy, the company said.
by
Edward Hayes
The product includes a downside protection feature that covers up to the first 20% of losses.
by
Ben Mattlin
This tax-saving tool an be a boon to some clients and a minefield for others.
by
Ben Mattlin
Interest rates have risen to a point where annuity swapping needs to be carefully considered by advisors.
by
Tracey Longo
Accountant Kenneth Rossman should receive a light sentence because of his mental disorder, his attorneys argue.
by
Edward Hayes
The Prudential MyRock Advisor variable annuity carries a 0.40% fee on investments less than $1 million.
by
Ben Mattlin
The way to get extra value out of retirement portfolios is through income annuities, author Tom Hegna says.
by
Jacqueline Sergeant
Consultant Steve Gresham talks about how advisors can meet the demands of baby boomer clients.
by
Edward Hayes
The firm believes that investors want annuities to build retirement savings while addressing market volatility.
by
Edward Hayes
The company has launched the Jackson Market Link Pro II and Jackson Market Link Pro Advisory II.
by
Tracey Longo
FIAs with lifetime income guarantees merit consideration by retirement planners in some situations, the firm says.
by
Ben Mattlin
Where and how should annuities figure in retirement-income planning?
