Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Industry-wide annuity sales up 13 percent year over year
By Lynette GilIRI released first-quarter 2014 annuity sales report: growth was supported by continued high levels of fixed annuity sales.
June 03, 2014
Annuities + LTC: Does the Rider Fit?For the right client, combining LTC insurance with an annuity can be the right call to protect against future long-term care expenses.
May 30, 2014
3 Lessons for Advisors on Service and Pricing From the Airlines (Really)The airlines clearly display their tiers of service and pricing, and provide perks valued by their customers.
May 29, 2014
Advisors’ ETF Use Jumps, Annuity Use Slumps: FPAJust as advisors use of ETFs continues to rise, advisors are shying away from annuities, according to the FPAs 2014 Trends and Investing survey.
May 28, 2014
Solving the Retirement Income Puzzle: Gamma and the Tax Efficient FrontierYou know about alpha and beta, but you should know about gamma, which provides advisors with the foundation to help clients boost retirement income.
May 21, 2014
Total annuity sales up in first quarterTotal annuity sales improved 11 percent in the first quarter of 2014, compared to the first quarter of 2013, totaling $57.7 billion.
May 21, 2014
Total annuity sales up in first quarterTotal annuity sales improved 11 percent in the first quarter of 2014, compared to the first quarter of 2013, totaling $57.7 billion.
May 19, 2014
Annuities as an RMD AnswerCombining a fixed income annuity product with an IRA can help solve, and simplify, a clients required minimum distribution compliance.