Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Top Portfolio Products: Fidelity Launches Two New Bond Funds
By Marlene Y. SatterNew products introduced over the last week include two new bond funds from Fidelity and an alternative income fund from Palmer Square.
May 30, 2012
Morningstar: Variable Annuity Sales Up 12% in 2011Despite ongoing consolidation in the variable annuity industry, sales of new VAs in 2011 rose over 2010 levels, reports Morningstar. Based on numbers from Q4 2011, the most recent statistics available, new variable annuity sales totaled $153.4 billion last year, or 12.3% above the $136.6 billion in new VA sales...
May 30, 2012
Morningstar: Variable Annuity Sales Up 12% in 2011Despite ongoing consolidation in the variable annuity industry, sales of new VAs in 2011 rose over 2010 levels, reports Morningstar. Based on numbers from Q4 2011, the most recent statistics available, new variable annuity sales totaled $153.4 billion last year, or 12.3% above the $136.6 billion in new VA sales...
May 25, 2012
Post-Retirement Health Care: A Quarter-Million-Dollar DilemmaMany of your clients retiring this year are likely to incur about $240,000 per couple in out-of-pocket health care expenses during retirement. How do you advise them to cover these expenses on a fixed income?
May 22, 2012
Five Facets of a Secure RetirementThere are two primary risks typical investors face in managing their retirement portfolios.
May 22, 2012
BD Reference Guide; Pursuing Practice Excellence; Evaluating Money Managers: June Investment Advisor—SlideshowOur June issue is our annual broker-dealer issue, and in it we offer some familiar features.
May 21, 2012
Morningstar Launches New Variable Annuity Review ToolThe new program displays data on nearly 2,000 variable annuity contacts.
May 21, 2012
Morningstar Announces New Variable Annuity Comparison ToolMorningstar has launched Morningstar Annuity Intelligence, a web-based product for evaluating variable annuities.