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Financial Planning February 1, 2005 Donald Jay Korn	All Fixed Up? Low returns have dampened the demand for fixed annuities, but will the aging of America spur sales of fixed annuities?
Financial Advisor March 2011 Alan Lavine	Looking For Protection Index annuities promise to deliver a guaranteed retirement return, but their costs and complexity are two serious trade-offs.
The Motley Fool October 31, 2006 Buz Livingston	A Foolish Trick: EIAs Equity indexed annuities are like horror flicks: Bad things just keep happening.
BusinessWeek September 24, 2007 Aaron Pressman	Retirement Made Complicated Why equity-indexed annuities have a bad name and what investors need to know.
BusinessWeek February 7, 2005 Ellen Hoffman	Annuities: Don't Believe The Hype Many of the tax benefits of variable annuities no longer exist, but the hard sell continues
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.
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.
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.
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.
Investment Advisor October 2006	About That Sideways Market... Letters to the editor: The Role of Equity-Indexed Annuities... Proper Recognition... Tell Us How You Really Feel... These Just In... Correction...
Financial Advisor June 2007 Mary Rowland	What's It Worth? A consultant shines a light into the dark hole of equity-indexed annuities.
Registered Rep. January 1, 2007 Alan Lavine	Fish or Fowl? Are equity-indexed annuities securities or insurance? The NASD offered only loose recommendations to member firms about how sales of this product should be conducted and supervised, but most broker/dealers are implementing them anyway.
Registered Rep. March 15, 2011 Alan Lavine	Reps Turn To Equity Index Universal Life Insurance Reps are turning to index universal life insurance to bridge the risk gap between low-rate permanent life insurance and riskier variable universal life.
Investment Advisor August 2006 Elizabeth D. Festa	Retirement Planning: Retirement Advisor Profile Should you be using equity-indexed annuities as part of a portfolio for retiree financial advisory clients?
Financial Planning May 1, 2011 Donald Jay Korn	Nice Niche Two product lines in the fixed annuity category set sales records in 2010. Index annuities (up 6%) and immediate annuities (up 2%) both recorded modest increases over 2009, but they did reach the highest levels on record, according to Beacon Research in Evanston, Ill.
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. 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.
The Motley Fool March 24, 2005 Robert Brokamp	Annuities: Who Needs Them? Looking for an expensive, ho-hum way to save for retirement? Then an annuity might be for you.
The Motley Fool January 19, 2011 Dan Caplinger	Stay Away From These Investments The complexity of index annuities completely outweighs any protection they offer.
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 November 1, 2005	Mailbox Letter to the Editor: In Defense of EIAs... Cover Comment...
Financial Advisor November 2007 William Glasgall	Income For Life? Well, We Hope So. A look at new products that are supposed to create "personal pensions" for your clients: Dividends Galore With ETFs... Mutual Funds Aim For Payouts... Advisors Warm To Immediate Annuities... etc.
Registered Rep. September 1, 2004 Namita Devidayal	A Fitting Problem Having found the securities industry severely wanting in its policing of research conflicts, market-timing and fee disclosures, the regulators are looking to see if similar abuses exist in the insurance industry.
Registered Rep. October 1, 2006 Stan Luxenberg	The Best of Both Worlds Is the line between funds and annuities disappearing? Not yet; regulators and corporate bureaucracies insist on separating the two investments. But in the next decade, the distinctions could blur.
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 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?
Financial Planning December 1, 2007 Ilana Polyak	Annuities, Revisited Financial advisors who once sneered at annuities are now realizing that they could be a magic bullet.
Financial Advisor November 2011 Alan Lavine	Finding A Floor Annuities gain traction in a world of low returns.
Financial Planning September 1, 2008 Joseph A. Tomlinson	Retirement Income Products: A Wish List America faces a retirement crisis that is perhaps even bigger than the "47 million uninsured" crisis we face in healthcare. Which financial products can individuals purchase today to reduce the risk of outliving their assets?
U.S. Banker December 2005	Investment products: Index-Rate Annuity Sales Surge at Banks Nationwide A once-obscure product, the equity-indexed annuity, is climbing steadily in popularity -- representing a major sales opportunity for banks -- thanks to its higher recent returns than the traditional fixed annuity.
Financial Advisor April 2009 Eric Rasmussen	Steady Eddy Annuity Bets The economic downturn is driving advisors to increase their interest in fixed annuities.
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 July 2011 Gail Liberm	Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors.
The Motley Fool June 3, 2010 John Rosevear	Is This the Lamest Investment Ever? Annuity sales are on the rise. Should you consider one?
Financial Advisor March 2004 Tracey Longo	Making The Grade With Variable Annuity Exchanges With the creation of one-shot wrinkle reducers like Botox, battery-operated automobiles and cloned humans, can a world where there is no need to replace variable annuities be far off?
The Motley Fool October 15, 2004 Roy Lewis	Index Options Over ETFs? If you're a short-term trader, then options are the lower-tax bet.
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.
CFO March 1, 2007 Marie Leone	Beware the Fine Print Despite some welcome improvements, variable annuities still scream ''caveat emptor.''
BusinessWeek June 23, 2011 Margaret Collins	Variable Annuities: Lifelong Income, High Cost Guarantees make annuities more appealing - and more complex.
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.
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 Advisor June 2007 Thomas Scott	What An Airline Crash Taught Me About Retirement Planning It doesn't take a catastrophic crash to cause significant injuries, in an airliner or in a retirement plan. As advisors, how can we best assure our clients will have an adequate income stream for their lifetimes?
Investment Advisor June 2006 Elizabeth Festa	B/d Briefing: Regulating Annuity Sales The NASD is taking steps to assess oversight of the sales of all types of annuities by the patchwork quilt of regulatory agencies overseeing the products and move toward a level playing field of regulation without formulating any new rulemaking of its own.
The Motley Fool August 19, 2004	The Lowdown on Variable Annuities Plans such as 401(k)s and IRAs are generally more effective for socking away money for retirement.
On Wall Street February 1, 2010 Elizabeth Wine	Variable Annuities Are Down but Not Out Variable annuities had a tough 2008 and 2009 like everybody else.
The Motley Fool April 13, 2004 Dan Otter	Annuities in a 403(b) or 457(b)? Before you invest in an annuity, make sure there aren't better options available. It won't take long to find them.
Financial Planning August 1, 2005	New Products Alternatives: Global Climate 100 Index... Commodity Index Euro... Insurance: Simple LTC Solution... Progressive Index Annuity... Mutual Funds: American Franchise Fund... etc.
Knowledge@Wharton August 27, 2003	How Much Money Will You Need for Retirement? More Than You Think What you don't know can't hurt you, according to the old saying. When it comes to retirement planning, though, the old saying doesn't apply.
Financial Advisor August 2010 Alan Lavine	A Good Fit Immediate annuities fit well in retirement income plans.
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.