Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Why a Standardized Financial Planning Process Is Better for the Client
By Michael E. KitcesBringing better consistency to the process may actually be the thing that allows us to create more trust and make that personalized financial planning experience for clients better than ever.
July 01, 2013
Are Variable Annuity Guaranteed Benefits on Their Way Out?Clients who purchased VAs with lifetime guarantees need to stay alert: nervous insurance companies issuing these guarantees may soon seek substantial modifications to outstanding contracts.
June 28, 2013
Retirement Assets Continue to Recover: ICIInvestors took advantage of a growing economy to add almost a trillion dollars to retirement accounts.
June 27, 2013
Hartford to shed U.K. variable annuity business for $285MSale follows Hartfords exit from life business last year.
June 26, 2013
Judge disconnects lawsuit vs. Verizon pension transferThe district court judge in Texas ruled that Verizon retirees failed to show they would be harmed by the $7.4 billion deal.
June 19, 2013
Are you a George Costanza annuity salesman?If you believe its the truth, then its not a lie. Right?
June 19, 2013
Are you a George Costanza annuity salesman?If you believe its the truth, then its not a lie. Right?
June 17, 2013
SEC, FINRA, State Exam Execs Lay Out PrioritiesPriorities include conflicts of interest, email retention, cybersecurity and some specific products, the executives said at the IRI legal and regulatory conference.