Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Future Retirees Could Be More Reliant on Social Security
By Emily ZulzThe Center for Retirement Research finds that total wealth from retirement plans has largely been flat from 1992 to 2010.
March 02, 2017
How Investment-Only Annuities Can Help Clients Save on TaxesPresident Laurence Greenberg of Jefferson National talks to ThinkAdvisor about the commission-free investment-only variable annuities his firm pioneered.
February 28, 2017
Wells Fargo Robo Pilot Set for Summer; Rollout for Late 2017The service, to be called Intuitive Investor, aims to bring in new, younger clients to its wealth management unit.
February 27, 2017
Most Middle-Income Boomers Feel Unprepared for Retirement: SurveyJust 31% of middle-income boomers feel prepared for retirement now compared to 41% before the financial crisis, according to a Bankers Life survey.
February 27, 2017
Lincoln Financial Rolls Out ETF-Only Variable Annuity: Portfolio ProductsIn other product news, there's a new HSA featuring Franklin Templeton funds.
February 23, 2017
Buffer Annuities: The Good, the Bad, the UglyThis cross between an indexed annuity and a variable annuity has gained attention in the investment worldand not all of it positive.
February 22, 2017
How to Prevent Legal, Ethical Problems When a Client Gets Alzheimer’sIts critical for advisors to learn to work with clients with early-stage dementia, annuity expert Dave Paulsen of Transamerica tells ThinkAdvisor.
February 17, 2017
Single Premium Deferred Annuities: One Size Does Not Fit AllAn SPDIA can be a valuable retirement income product, but choosing the right SPDIA cant be done using a one-size-fits-all approach.