Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Jefferson National Adds Alternative Investment Offerings
By John SullivanCompany claims recent additions means it has more than 65 tax-deferred funds in the alternative investment category.
May 04, 2012
Top Portfolio Products: Russell, Barclays Introduce New Index SeriesRiverPark introduces hedged value fund; Allianz offers new VA rider; Jackson introduces new VA option.
May 03, 2012
BlackRock, Harvard: Retirees Don't Know What They Want, but It Might Be AnnuitiesYou dont get a radically different answer when you change the wording of a question about whether you want chocolate or vanilla ice cream, but with annuities you do, says Harvard professor David Laibson.
May 02, 2012
The Right FitThe saga of Glenn Neasham has elicited passionate responses on both sides of the aisle. A word that gets thrown around when discussing his sale of the MasterDex 10 Annuity from Allianz (MasterDex) to a then 83-year-old, dementia-stricken Fran Schuber is fair. You are either of the belief that what...
May 02, 2012
The Right FitThe saga of Glenn Neasham has elicited passionate responses on both sides of the aisle. A word that gets thrown around when discussing his sale of the MasterDex 10 Annuity from Allianz (MasterDex) to a then 83-year-old, dementia-stricken Fran Schuber is fair. You are either of the belief that what...
April 30, 2012
Annuity salesman sent to prisonThe recent conviction of an insurance advisor for felony theft for selling an annuity contract to a senior indicates that states may be taking a hard line against elder abuse.
April 25, 2012
The Annuity Sales Case of Glenn NeashamGlenn Neasham was convicted on the preconceived suspicions of the public. On appeal, the conviction was overturned.
April 25, 2012
How Are Advisors Managing in a Low-Rate Environment?While the Federal Reserve's reaffirmation Wednesday of its zero-rate policy is great news for home buyers, low rates remain a significant challenge to retirees and their financial advisors...