Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
BNY Mellon Boosts Profits 23%: Q4 Earnings
By Janet LevauxClearing fees at Pershing unit rise to $294 million in the period and nearly $1.2 billion for 2012
January 04, 2013
Jackson Expands Alternative Investment Education in 2013Jackson National Life signaled a deeper foray into the alternative investment space with the announcement Thursday of a comprehensive list of alternative investment training tools.
January 04, 2013
The variable annuity buyout binge, part 2No one complains about any VA when their cash values are on the rise.
December 26, 2012
How Your Clients Can Shield Their Assets From LawsuitsFrivolous lawsuits are proliferating in a bad economy, says attorney Hillel Presser. The goal therefore is to own nothing, but control everything...
December 21, 2012
Variable Annuity Outlook 2013: Tough Road AheadSun Life Financials announcement that it will exit the business is the latest in a growing trend. The main culprit is that many variable annuity products hedged their exposure incorrectly.
December 18, 2012
Are Annuities Too Risky for Insurance Companies?The question naturally arises from Canadian life insurer Sun Life Financials decision to unload its U.S. annuity business for $1.35 billion, and recent shakeups in the annuity business.
December 10, 2012
Warning on VAs to Advisors: Be Afraid. Be Very Afraid.Glenn Daily, insurance expert and variable annuity dissenter, says the complexity of these products guaranteed benefits is beyond most advisors ability to assess.