Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
A $230-million Ponzi scheme in Ohio halted
By Harry LewThe SEC broke up a Ponzi scheme in Ohio that victimized some 5,000 investors, including many seniors.
July 12, 2011
MWA: Community Bank Annuity Income RisesU.S. community banks are reporting about $31 million in annuity fee income for the first quarter, up 11% from the total for the first quarter of 2010.
July 08, 2011
5 ways to give your practice an annuity infusionA robust annuity book of business isn't handed to you. Rather, it's built through preparation, dedication and resourcefulness. These five strategic suggestions should help get you where you want to go.
July 08, 2011
5 ways to give your practice an annuity infusionA robust annuity book of business isn't handed to you. Rather, it's built through preparation, dedication and resourcefulness. These five strategic suggestions should help get you where you want to go.
July 01, 2011
The Ins and Outs of Annuity SuitabilityThe word “suitability” evokes a unique reaction within the financial services industry. It carries legal as well as emotional baggage that…
June 24, 2011
Annuity Titling and Beneficiary Designations: Structure Mishaps, Miscues and MisfortunesDid you know that more than one-third of nonqualified annuities are improperly titled?
June 23, 2011
Annuity Titling and Beneficiary Designations: Structure Mishaps, Miscues and MisfortunesDid you know that more than one-third of nonqualified annuities are improperly titled?
June 21, 2011
DTCC Adds Insurance Transaction Data ServiceThe insurance and retirement services arm of Depository Trust & Clearing Corp. has introduced the Analytic Reporting Service for Annuities, a service that draws on DTCC daily annuity transaction data.