Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Men, Women and Medicare: 6 Planning Tips for Couples
By Danielle AndrusWomen are much less confident than men about their ability to pay for health care in retirement, a survey released Wednesday by Allsup found.
September 26, 2013
Lump sum or the annuity: Here’s which one to pick if you win the lotteryThe third less popular, but more fun option is to collect your lottery winnings in a dump truck.
September 19, 2013
What ‘ABC’ really stands forGlengarry Glen Ross is a must-see movie. Its Always Be Closing message needs to be tossed out when selling annuities.
September 17, 2013
Are Tax-Deferred VAs Tax Efficient? Yes, Says Jefferson NationalJeffNat's Larry Greenberg reminds RIAs that annuities are a great tax-deferral vehicle if the cost of buying them is cheap enough.
September 16, 2013
Morningstar: State Pensions Complex, Lack TransparencyWhos watching your clients pension? At the state level, who knows?
September 16, 2013
What I Learned From Investigating a Prospective Client's AnnuityEven with a prospect, you have to dig deep sometimes to make a recommendation, especially with annuities. Turns out that actuaries are pretty bright people.