Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Navigating the Long, Forked Road to a Retirement Paycheck
By Gil WeinreichTo annuitize or not to annuitize? Thats just one of many questions financial advisors face in the seemingly simple but actually complex effort to produce a paycheck for retirement clients.
July 02, 2012
Ratings or Rates: When You Can’t Have Both Which One Do You Choose?Insurance company ratings or current annuity rate: Which R trumps the other?
June 30, 2012
Before you sell that 7-year annuity…You wont hear me asking for decades-long surrender charges today.
June 26, 2012
FINRA and SEC Warn About Annuity RisksFINRA is looking closely at disclosure, suitability and yield-chasing practices associated with VAs.
June 26, 2012
Annuity Benefits Outweigh Other Products, Advisors SayMore than half of advisors who work with clients that have less than $500,000 believe annuities are an important part of those clients financial plans.
June 26, 2012
SEC ‘Seriously Considering’ Simpler VA ProspectusInvestor demand for an alternative to the 150- to 300-page VA prospectus remains strong, according to a just-released survey by the IRI, and the SEC is seriously considering approving shorter documents.
June 19, 2012
New Study Identifies Likely Annuity BuyersThe study reports that annuity buyers and likely buyers are almost three times more prevalent in the $75,000 to $100,000 in assets segment (14%) compared to only 5% of the U.S. population as a whole.