Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Questions we should ask about the Neasham case
By Lloyd LoftonWith the California AG seeking to appeal the Appellate Court decision, the issues central to the Glenn Neasham lawsuit still resonate in the industry.
November 20, 2013
Stop letting the client fill in the blanksHaving a client base that fully understands their annuity strategy is very good for your business and the annuity industry as a whole.
November 20, 2013
Stop letting the client fill in the blanksHaving a client base that fully understands their annuity strategy is very good for your business and the annuity industry as a whole.
November 19, 2013
Morningstar: City Pensions in Good Shape, Sort OfA report finds that while some cities are adequately managing their pension liabilities, many are coming under duress.
November 19, 2013
13 ways an annuity can benefit an estate planAs an estate planning tool, annuities can provide guaranteed income, as well as growth of principal and risk management benefits.
November 18, 2013
Allianz intros one annuity, sunsets anotherThe insurance carrier launches a new FIA, while slumping sales forces it to discontinue another annuity.
November 14, 2013
Court issues major pro-Medicaid annuity rulingThe use of a Medicaid compliant annuity allows for planners to provide meaningful help to the community spouse.
November 04, 2013
Lincoln National’s reinsurance of variable annuity guarantees is credit positiveIn one of the few transactions of its kind since the financial crisis, the companys overall product risk will be reduced.