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 Story: What to recommend in times of trouble
By Warren S. HerschA chief concern for many advisors is whether the issuing carrier's annuity products make for a more difficult sale.
September 09, 2008
Banks Report Higher Annuity IncomeBanks in the United States reported $540 million in annuity commission and fee income for the first half, up 13% from the total for the ...
September 09, 2008
Banks Report Higher Annuity IncomeBanks in the United States reported $540 million in annuity commission and fee income for the first half, up 13% from the total for the ...
September 01, 2008
Living the American DreamI always enjoy Olivia Mellan's columns in Investment Advisor magazine, and typically they are the first that I read, but the most recent one titled...
August 06, 2008
Cost vs. (living) benefitsAre annuity living benefits priced appropriately or still too expensive for the guarantees they offer?
August 03, 2008
Annuity Laddering Can Offer Flexibility And SimplicityOne measure by which to judge the crafting of an insurance or financial plan is flexibility: the ability to adjust the plan to meet the ...
August 03, 2008
Annuity Laddering Can Offer Flexibility And SimplicityOne measure by which to judge the crafting of an insurance or financial plan is flexibility: the ability to adjust the plan to meet the ...
August 01, 2008
The biggest aren't always the bestAn investment study recently found that investors generally do not select the lowest cost investment. This has important implications in the selling of annuities. Three different groups were shown four S&P 500 Index mutual funds offered by four