Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Life Settlements—Are They Back?
By Robert Bloink, William H. ByrnesOne question financial advisors should be asking themselves today is whether life settlements have returned to the fold as a viable tool in their clients planning strategies.
August 20, 2012
New Professional Retirement Designation Added by American CollegePractitioners have told us they need more information about retirement income strategies in order to better serve their clients, says American College President and CEO Larry Barton.
August 20, 2012
Annuity Sales Slump Year-Over-YearBut indexed annuities show the most growth, according to Q2 reports from LIMRA and AnnuitySpecs.com.
August 17, 2012
Olivia Mitchell, Kent Smetters, Others Reveal Holes in Retirement AdviceSurveys show millions of people want to discuss retirement with a professional advisor. But a forthcoming book edited by Olivia Mitchell and Kent Smetters points to barriers to advice in the retirement marketplace.
August 16, 2012
When Clients Get Lump-Sum Pension Offers, What to Advise?General Motors and Ford have made pension buyout offers to their employees. What should they do?
August 15, 2012
South Dakota Sends Annuity LTC Trigger BulletinWhere is the line between an annuity feature and a health or LTCI policy?
August 13, 2012
When Clients Get Lump-Sum Pension Offers (Like GM and Ford), What to Advise?Its not just the automakersan increasing number of your clients may need to choose between a lump-sum payout from their pensions and the traditional annuity option. How should you advise them?
August 13, 2012
Why So Many Americans Die Poor, and Other Big Retirement Questions: MIT’s PoterbaCan the elderly withstand the financial impact of health shocks? Is the annuity puzzle really so puzzling? These are just some of the key questions that award-winning economist James Poterba has investigated.Can the elderly withstand the financial impact of health shocks? Is the annuity puzzle really so puzzling? Will the...