Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
The Four People Advisors Need on Their Team Before Trouble Starts
By Angie HerbersWhether youre running a three-person shop or Fidelity Investments, you have to make hard decisions that are often unpopular with some, or even all, of your employees.
August 24, 2017
Fiduciary Rule Is Squashing Annuity Surrender ChargesThe new fiduciary rule has had a big impact on the market for financial products and some buyers of annuity products may benefit.
August 23, 2017
11 Sales Pitches That Kill SalesHere are some common approaches that could turn "maybe" into "get lost."
August 22, 2017
Thrivent Fights DOL Fiduciary Rule's Anti-Arb ClauseThe DOL's statement that it won't enforce the anti-arbitration rules under BICE doesn't address Thrivent's concerns, the insurer's lawyer says.
August 22, 2017
Most MEPs Are in Healthy ‘Green Zone’: SurveyInvestment returns have been driving healthy funded ratios since the financial crisis, Segal Consulting reports.
August 18, 2017
Bill With Fiduciary Rule Ban, ACA Defunding Nears House FloorOne provision in H.R. 3354 would ban use of plan fees to keep the public exchange system going.
August 18, 2017
Public Pensions Are a Good Deal for Taxpayers, Group ArguesDismantling public pensions would be costly and short sighted, the National Conference on Public Employee Retirement Systems asserts.
August 18, 2017
Spousal Consent Rules and Marriage ContractsWith respect to ERISA-qualified plans, spouses have certain rights that cannot be taken away without their advance written consent.