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Financial Planning July 1, 2005 Rick Carey	The Downward Trend Continues The net flow of cash into variable annuities plummeted this quarter, to a level not seen in years.
Financial Planning May 1, 2008 Jay Korn	Withdrawal Methods Issuers of variable annuities usually include language such as "regular income for life" or "annuity payment stream" when describing these products to clients. The promise of income is a big attraction. So why do so few VA owners put it into action?
Financial Planning March 1, 2006 Frank O'Connor	Holding Steady Variable annuity sales remained high for the traditionally weak third quarter.
Financial Planning April 1, 2005 Rick Carey	Going for GMWB Guaranteed minimum withdrawal benefits for life drove variable annuities in 2004--and will again.
Financial Advisor February 2007 Tracey Longo	Variable Annuities Get Sales Boost Do you really want to get your clients' attention as they prepare for retirement? Talk to them about variable annuities.
On Wall Street October 1, 2012 Dave Lindorff	Indexed Annuities Grab the Spotlight Indexed annuities have gained popularity while variable annuities have softened, as the players on the buy and sell side change.
Financial Planning September 1, 2006 Marshall Eckblad	VAs Head for a Banner Year New sales of variable annuities continued to climb through the first quarter of 2006, reaching $37.6 billion and falling just short of an all-time high for VA sales in a quarter. However, retiring baby boomers may be keeping net flows slim in the longer term.
Financial Planning December 1, 2006 Frank O'Connor, Morningstar	Wanted: Income Protection Variable annuity sales continue their dramatic rise, as investors embrace the coupling of market participation with protection from downside risk.
On Wall Street November 1, 2008 Elizabeth Wine	Seeking Unsexy Annuities Annuities have received a bad rap of late for their high fees and confusing contracts. But as other investments tank, clients are once again looking for guaranteed income streams from their portfolios.
Financial Planning February 1, 2006 Donald Jay Korn	Annuities Special: The Right Rider Boomers want guaranteed lifetime income, but don't want to buy an immediate annuity. Variable annuity issuers think they have a solution.
Financial Planning June 1, 2010 Frank O'Connor	A New Dynamic Variable annuity sales fell in 2009 as incentives to stay put in existing contracts choked off exchange growth.
Financial Planning December 1, 2007 Frank O'Connor	VA Milestones The second quarter results are in, with variable annuities setting a new record for sales.
Financial Planning June 1, 2007 Frank O'Connor	Going Up? Variable annuity sales are up but net cash flows are lagging. Could a major industry boom be coming?
Financial Advisor September 2006 Frank O'Connor	An Expensive Guarantee? Guaranteed Minimum Withdrawal Benefit (GMWB) features in variable annuities have grown steadily in popularity since first introduced in 2002. But financial advisors need to know if this feature is really worth the cost.
Financial Advisor February 2005 Tracey Longo	Guarantees Spur Income Variable Annuities Sales Burgeoning investor interest in guaranteeing some part of their retirement income, especially in this era of diminishing pensions, is spurring more companies to develop a host of new variable products and features.
Financial Advisor February 2006 Tracey Longo	A Push For Lifetime Income Variable annuity providers hope to jump-start their business by selling security to worried baby boomers.
Financial Planning August 1, 2010 Paul Menchaca	Annuities From Bust to Boom With roughly 76 million baby boomers set to retire, the insurance industry could be poised to significantly grow its annuity market.
Financial Planning May 1, 2012 Ed Slott	Newfangled Annuities A new tool has been proposed to help their clients manage the pace of distributions from their retirement accounts and to ease their fears about outliving their life expectancy. In February, the IRS released proposed regulations about the establishment of "qualified longevity annuity contracts."
Financial Planning February 1, 2007 Donald Jay Korn	New-Wave Annuities From reduced-risk participation in the stock market to longevity insurance, financial planners have an expanding array of annuities to meet client needs.
BusinessWeek June 23, 2011 Margaret Collins	Variable Annuities: Lifelong Income, High Cost Guarantees make annuities more appealing - and more complex.
Financial Planning June 1, 2008 Frank O'Connor	Flight to Guarantees? Sales and assets under management in variable annuities have been growing steadily since hitting a low point in 2002.
CFO March 1, 2007 Marie Leone	Beware the Fine Print Despite some welcome improvements, variable annuities still scream ''caveat emptor.''
Financial Planning August 1, 2007 Donald Jay Korn	Lean Cuisine Lower-cost variable annuities can be a key ingredient in your financial advisory client's retirement recipe.
Investment Advisor May 2010 James J. Green	Retirement Planning: ING Back Into Retirement Merges units, rolls out new VA, names CEO.
Financial Advisor June 2012 Alan Lavine	Tough Business Major players exit variable annuities, but VA sales are up overall.
Investment Advisor June 2009 Melanie Waddell	Retirement Planning: Warming Up to Annuities Investment advisors are steadily increasing their use of immediate annuities for rollover dollars, according to a recent study by Cerulli Associates.
Financial Advisor July 2011 Gail Liberm	Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors.
On Wall Street January 1, 2012 John Diehl	Lifting The Cloud Over Annuities Anyone who sells annuities knows two things to be true: annuities can deliver significant value to clients and they are also one of the most misunderstood financial products on the market.
Financial Planning October 1, 2006 Frank O'Connor	Reference for Riders Variable annuities now come with a slew of optional riders to choose from. Here's what you should consider.
Registered Rep. September 1, 2005 Chris O'Leary	The Trouble With Annuities For registered reps, annuities, one of the most lucrative and complex items in an advisor's repertoire, can appear to be a cure-all for clients. Clients seem to love them, because of the guaranteed income -- even if they don't understand them.
Financial Planning June 1, 2012 O'Connor & McCarthy	Making Adjustments 2012 started out about average for variable annuity issuers in terms of SEC filing activity, with a total of 59 annuity product changes in the first quarter com pared with 130 filings in the fourth quarter of 2011 and 49 in the first quarter of last year.
Financial Planning March 1, 2011 Frank O'Connor	Encouraging Signs New variable annuity sales slipped slightly in the third quarter of 2010, to $33.6 billion from $33.9 billion in the second quarter, but they were still up 9.9% from the $30.6 billion in the third quarter of 2009.
Financial Planning June 1, 2007 David Thetford	Compliance Tips VA Due Diligence: Rising popularity and complexity have made variable annuities a target for the SEC and NASD.
Investment Advisor March 2008 Melanie Waddell	Sweetening the Pot A new report has found that adding a variable annuity with a lifetime guaranteed minimum withdrawal benefit rider to a traditional stock and bond retirement portfolio can increase income while decreasing income risk.
Registered Rep. August 15, 2011 Alan Lavine	Investors Flock to Variable Annuities With Guaranteed Benefits, But Beware Retiring baby boomers are pouring their money into variable annuities with guaranteed lifetime withdrawal benefits.
Financial Planning July 1, 2006 Elizabeth O'Brien	A Cheaper Annuity Is Raymond James's new cap on fees the start of a trend in variable annuities?
Registered Rep. October 1, 2002 Pamela J. Black	Not So Easy Riders The bear market has created interest in annuities that offer guarantees on returns. A look at riders being offered to protect value, improve liquidity, etc.
Registered Rep. May 1, 2012 Diana Britton	Annuities: Growing Pains Since the beginning of 2011, three insurance carriers -- Sun Life Financial, Genworth Financial and, most recently, The Hartford -- have exited the annuity business altogether.
Registered Rep. October 1, 2002 Pamela J. Black	The Pros and Cons of Annuities With retirement accounts battered by the bear market, guaranteed income from a fixed annuity now has more appeal, especially for clients who may be too close to retirement to count on a rebound from equity markets alone. This article surveys types of annuities, tax implications, and fees.
Financial Planning May 1, 2008 Bob Veres	Cheerleaders in Lab Coats Every few years, it seems like the marketplace produces a "study" of variable annuities that makes the product look too good to be true. The latest is from Ibbotson Associates.
Financial Advisor August 2010 Alan Lavine	A Good Fit Immediate annuities fit well in retirement income plans.
Financial Advisor May 2010 Alan Lavine	Sizing Up Annuities In the wake of the recent financial meltdown, the income guarantees offered by annuities have become quite attractive. The payouts are appealing, but do your homework.
Financial Advisor March 2007 Raymond Fazzi	Annuities Anew No-load variable annuities begin to attract interest among fee-based advisors.
The Motley Fool February 24, 2004 J. Graham	Beware of Brokers Bearing Annuities Annuities may sound good, but their costs overwhelm their benefits. Stockbrokers and financial advisors love to sell annuities because of the high commissions they reap. My ex-broker sold one to me, and it has proven to be the most restrictive, highest-cost, least-liquid, and poorest-performing investment in my portfolio.
Financial Planning December 1, 2010 Marco Chmura	An Upward Swing Prudential continued to lead the way as the top seller of variable annuities with $5.3 billion in second-quarter sales and a 15.7% market share.
The Motley Fool October 9, 2009 Dan Caplinger	This Much-Hated Investment Could Actually Help You Few investments inspire such devotion and scorn as annuities.
Financial Planning December 1, 2012 Frank O'Connor	Acting to Reduce Risk for Variable Annuities Sector Many variable annuity issuers made changes to older products or introduced new ones.
Financial Advisor May 2012 Alan Lavine	Sudden Impact How can advisors minimize the effect of large losses in a retirement portfolio just when clients want to begin withdrawals?
Financial Planning June 1, 2006 Frank O'Connor	A Slow Ascent Variable annuity sales for 2005 managed to beat sales for 2004, but not by much.
Investment Advisor July 2008 Melanie Waddell	Drivers of Annuity Sales Assets in annuities will jump to $2.9 trillion by 2012 -- a compound annual growth rate of 7.9% -- sparked by demographic trends and product development that addresses both guaranteed income and principal protection.