Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
How annuity advisors are meeting client needs
By Jamie E. Green, Warren S. Hersch, Emily HolbrookWhen it comes to making product recommendations, carrier reputation is hugely important.
November 11, 2015
How Health Care Will Crush the 80% Income Replacement Idea in RetirementRetirees planning to replace 80% to 85% of their income may fall short once health care is factored in, HealthView Services warns.
November 06, 2015
Annuities Are Neither Good nor Bad — as Long as Clients Come FirstWeve been following for years the debate around whether variable annuities are a key part of retirement planning.
November 04, 2015
Why Ken Fisher Is Wrong on Annuities: Milevsky, FinkeIn a recent ThinkAdvisor interview, Fisher said annuities were full of false promises. Milevsky, Finke and other annuity experts vehemently object.
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 28, 2015
Sen. Warren Slams Annuity Providers, Sellers for ‘Conflicts of Interest’Warren says companies provide $17 billion in direct or indirect kickbacks to advisors who sell annuities; industry groups question her conclusions.
October 26, 2015
DOL update: When is uniformity not uniform?The DOL has spent years preparing the messaging, and the public relations work that has gone into selling their Rule has been impressive. In the end, the PR is about a few assumptions.
October 26, 2015
Why Ken Fisher Hates AnnuitiesThe Fisher Investments founder tells ThinkAdvisor about what he calls the lies annuity salespeople tell and how he buys clients out of their surrender fees.