Variable Annuities
Variable annuity news and analysis, including coverage of registered indexed linked annuity (RILA) contracts.
November 04, 2015
3 Big Pension Changes in the Budget BillThe Bipartisan Budget Act of 2015 has significant implications for pension plan sponsors, according to Jon Waite of SEI Institutional.
November 02, 2015
Managing the Variables in a Variable Annuity ExchangeA variable annuity exchange is typically tax-free but hidden risks exist, and watch for the DOL fiduciary rules take on VA sales.
October 08, 2015
'Stan the Annuity Man': Avenging advocate for annuity truthThe straight-talking agent and consumer advocate says that advisors have no clue about annuities and says the products are victims of their own marketing.
October 08, 2015
'Stan the Annuity Man': Avenging advocate for annuity truthThe straight-talking agent and consumer advocate says that advisors have no clue about annuities and says the products are victims of their own marketing.
October 06, 2015
‘Stan the Annuity Man’: Avenging Advocate for Annuity TruthThe straight-talking agent and consumer advocate tells ThinkAdvisor that advisors have no clue about annuities and says the products are victims of their own marketing.
September 17, 2015
What influences VA policy owners?The presence of living benefits in variable annuities influences policy owners behavior with the contracts.
September 17, 2015
What influences VA policy owners?The presence of living benefits in variable annuities influences policy owners behavior with the contracts.
September 16, 2015
Variable annuity study finds no fees for most partial withdrawals, cash-outsNERA study finds VAs usually held for long-term retirement planning, their intended purpose.
September 16, 2015
Variable annuity study finds no fees for most partial withdrawals, cash-outsNERA study finds VAs usually held for long-term retirement planning, their intended purpose.
August 10, 2015
Variable Annuity Study Finds No Fees for Most Partial Withdrawals, Cash-OutsVA surrender charges that investors actually pay are considerably lower than the fees listed in prospectuses, the report found.