Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
7 Threats That Can Derail a Client's Retirement
By Adam CufrBeyond basic threats to retirement income like market risk and interest rate risk, here are seven issues that advisors often overlook.
May 12, 2014
Making the annuity fit: IVAs vs. structured annuitiesUsed properly, these products can perform a significant role in a clients portfolio.
May 06, 2014
As Clients Age, Stock Up on Stocks: KitcesTraditional wisdom dictates that clients allocation to equities should decline as they get older, but Michael Kitces questions this strategy.
April 28, 2014
GLWBs and LIBRs: Which Annuity Rider Fits Your Client?When it comes to annuities, guaranteed lifetime withdrawal benefits and lifetime income benefits are two of the more easily confused rider options.
April 28, 2014
GLWBs and LIBRs: Which rider fits?Even the most astute financial professional may have difficulty navigating the maze of features that can attach to an annuity.
April 25, 2014
What your clients need to know when selling an annuityWhile the cash in an annuity is intended for future use, some situations require immediate access to those funds.
April 25, 2014
What your clients need to know when selling an annuityWhile the cash in an annuity is intended for future use, some situations require immediate access to those funds.
April 10, 2014
LIMRA: Improve trust to maximize annuity businessWhile numbers and competitive business strategies are important, trust remains the key in gaining client confidence.