Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
When Clients Outlive Their Longevity Insurance: QLACs
By Robert Bloink, William H. ByrnesFavorable IRS treatment makes QLACsdeferred annuity productsmore appealing, but their flip side is that the client may not live long enough to reap the longevity benefits. Treasury is proposing a solution.
March 29, 2013
Variable Annuity Sales Slide as Income Annuities Reach RecordOverall VA sales trended downward compared with 2011, but were relatively even with 2010 levels.
March 29, 2013
Income annuity sales hit recordOverall annuity sales for the fourth quarter of 2012 were at $50.6 billion, down 4.3 percent from the previous quarter.
March 27, 2013
One annuity does not fit allThe industry must end its spandex approach to selling annuities.
March 27, 2013
The annuity suitability processThe head of suitability for Athene Annuity describes how producers can make suitable annuity sales.
March 25, 2013
Altering of 401(k) Tax Incentives Alarms Retirement IndustryWith so many people covered by 401(k)s, its clear that the impact of changes to their tax treatment could be substantial.
March 21, 2013
Top 20 Companies for Annuity Sales in 2012Total sales of annuity products reached $219 billion in 2012the lowest level since 2005, according to LIMRA.
March 19, 2013
How to Evaluate Lower-Priced Guaranteed Lifetime Income VAsAsset allocation is more important than ever in newer variable annuities.