Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Trust Company of America Launches ETF Trading Platform: Portfolio Products
By Emily ZulzIn other product news, JPMorgan Municipal Income Fund receives Socially Conscious designation from Morningstar.
March 23, 2017
Texas BD to Pay $100K Fine, Repayments to Seniors It Fleeced in MassachusettsIn one case, a senior client in the final stage of terminal cancer had almost all of her assets put in a variable annuity.
March 22, 2017
Qualified Longevity Annuity Contracts and Retirement PlanningThe experts at Tax Facts discuss QLACs, a type of annuity in retirement accounts that meets certain IRS requirements.
March 20, 2017
Did Warren Overreach in Blasting Annuity Sales Perks?Some insurance industry stakeholders say Warren errs in assuming that incentives can't be structured to ensure advisors act in clients' best interest.
March 20, 2017
Top 20 Companies for Annuity Sales: 2016Variable annuity sales hit their lowest level since 1998, but fixed annuity sales were a relative bright spot.
March 20, 2017
Wells Fargo Card Requests Drop by Most Since Scandal EruptedNew checking accounts fall 43%, marking sixth straight decline; Mack says "it will take time" to work through reforms.
March 20, 2017
The Warren report on annuity sales incentives: Does it overreach?IMO-sponsored trips to exotic destinations, the Warren report charges, too often tempt producers to recommend retirement products ill-suited to the client.
March 20, 2017
The Warren report on annuity sales incentives: Does it overreach?IMO-sponsored trips to exotic destinations, the Warren report charges, too often tempt producers to recommend retirement products ill-suited to the client.