Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Morningstar: Variable Annuity Sales Up 12% in 2011
By Maria WoodDespite 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 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.
May 14, 2012
Jefferson National Adds Alternative Investment OfferingsCompany claims recent additions means it has more than 65 tax-deferred funds in the alternative investment category.
May 11, 2012
Do Advisors Need to Videotape Annuity Sales?With the Neasham decision hovering over the industry, a group of experts suggested that advisors may need to record their sessions with senior clients.
May 10, 2012
Natalie Choate’s Newest Estate Planning TipsTo judge by the hundreds of attentive NAPFA advisors in the audience, nothing can compare to getting estate planning advice from tax lawyer Natalie Choate.
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.