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 Get Lump-Sum Pension Offers (Like GM and Ford), What to Advise?
By Robert Bloink, William H. ByrnesIts not just the automakersan increasing number of your clients may need to choose between a lump-sum payout from their pensions and the traditional annuity option. How should you advise them?
August 09, 2012
LIMRA: More than Three-Quarters of Recent Annuity Buyers Are SatisfiedThe survey reveals that 86% of traditional fixed annuity buyers are satisfied with their deferred annuity purchase. Likewise, most buyers of variable annuities (75%) and indexed annuities (83%) are also satisfied with the purchases, the survey reveals.
August 06, 2012
Who Would Want an Annuity?Annuities have many features that your clients may desire.
August 06, 2012
Who Would Want an Annuity?Annuities have many features that your clients may desire.
August 03, 2012
Keep Savin’ It, Sister: GAO Says Women Saving More, but Need Social Security More Than MenAmerican women may think theyre good at penny-pinching, but it turns out that theyll need to save even more if they want to feel secure in retirement.
July 24, 2012
Achaean Taps Benartzi to Bring Behavioral Finance Insights to Retirement Income SoftwareAchaean Financial has found a way to help advisors convert existing VA policies that are frustrating advisors, investors and insurance companies alike.
July 18, 2012
Annuities Without the IntimidationIn spite of several insurers fleeing the annuity business, Guardian is increasing its business in the market.