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Financial Planning
January 1, 2006 |
Industry New Products Alternatives: State Street Global Advisors has launched nine ETFs... Independent Charitable Gift Fund... Insurance: The Phoenix Cos. has introduced Lifetime Guaranteed Minimum Withdrawal Benefit for 2... Mutual Funds: Fidelity has launched an Advisor Intermediate Municipal Income Fund... etc.   |
Financial Planning
November 1, 2005 |
New Products Alternatives: Russel Investment Group has launched its Managed Account Strategies platform... Insurance: Jefferson National has launched Monument Advisor... Mutual Funds: Fidelity Investments has launched the Strategic Real Return Fund... etc. |
Financial Planning
August 1, 2007 |
New Products Alternatives: Van Eck Global has launched the Market Vectors-Russia ETF... Insurance: OM Financial Life has released MasterElite... etc. |
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. |
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
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. |
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 Advisor
July 2011
Gail Liberm |
Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors. |
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. |
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 Planning
October 1, 2006
Marshall Eckblad |
New Products Alternatives: Morningstar has launched 529 Suitability Manager... Insurance: AIG American General has introduced Elite Global IUL, and indexed universal life policy... etc. |
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. |
Financial Planning
September 1, 2006 |
New Products Alternatives: Ave Maria Money Market Account... DJ-AIG Commodity Indexes... Insurance: Aetna has released Vital Savings on Health... Mutual Funds: First American Funds has launched Income Builder... etc. |
Financial Planning
May 1, 2007 |
New Products A line-up of the industry's latest investment, insurance and practice management products. Alternatives: ProShares has listed 12 ETFs... Managed Futures Fund... Insurance: ING has launched Return of Premium term life insurance... etc. |
Financial Planning
June 1, 2005 |
New Products Alternatives... 1031 exchange educational Web site... ETF futures contracts on the Nasdaq-100 Index Tracking Stock, S&P 500 Depositary Receipts, and iShares Russell 2000... etc. |
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 Advisor
November 2011
Alan Lavine |
Finding A Floor Annuities gain traction in a world of low returns. |
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? |
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 |
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 Advisor
September 2007
Alan Lavine |
Looking For Certainty Sponsors of 401(k) and 403(b) plans want employees to draw a stable source of retirement income from them. But it's a daunting task to manage a portfolio of mutual funds while withdrawing money, based on government-mandated minimum distribution rules. A few plan sponsors already have begun adding income replacement funds to solve this problem. |
Registered Rep.
September 17, 2012
Alan Lavine |
Insuring Income You'd like to insure at least part of your client's income for life. But do you choose a variable annuity with a guaranteed lifetime withdrawal benefit? Or an immediate annuity? |
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 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. |
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 Planning
April 1, 2005
Jerome S. Golden |
Paying It Forward Immediate annuities can add income security and wealth accumulation to the retirement mix. |
Financial Planning
July 1, 2013
Frank O'Connor |
More Fine Tuning for Variable Annuities Issuers kept busy in the first part of the year, but mainly by changing existing products. |
Financial Planning
June 1, 2009
Paul Menchaca |
Post-Boom It is no secret that as investors continue their flight to safety, the variable annuity boom has at least deflated, if not entirely gone bust. More conservative retirement products are now in favor. |
Registered Rep.
December 18, 2012
Alan Lavine |
Uh, Sorry...Can We Have That Back? Several insurance companies are following in the footsteps of The Hartford and offering to buyback variable annuities with guaranteed lifetime income. Should your clients take the cash? |
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 Planning
September 1, 2007 |
New Products WisdomTree has launched the Emerging Markets High-Yielding Equity Fund... Robb Report Global Luxury Index and ETF... Options for HealthShares Emerging Cancer ETF... Ameritas has added Acacia Advisor Term insurance... LifeElements and LifeStratos... First American Funds has launched three additional large-cap mutual funds... etc. |
Financial Planning
May 1, 2011
Joseph A. Tomlinson |
Income Choices Retirement income is a growth industry, and the menu of products is expanding fast. Immediate annuities and variable annuities with living benefits are established products, while longevity insurance and standalone living benefits are more recent additions. |
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? |
Financial Planning
December 1, 2005 |
Industry New Products Alternatives: Restricted Stock Partners has launched the Restricted Securities Trading Network... Insurance: ING has introduced the Secure family of three index annuities... Mutual Funds: John Hancock Funds has launched five Lifestyle Portfolios... etc. |
The Motley Fool
February 18, 2011
Dan Caplinger |
Are Variable Annuities Right for You? Variable annuity sales are way up, but are they a smart move? |
Registered Rep.
May 18, 2010
Alan Lavine |
No-Load Annuities Gain Momentum As more wirehouse registered reps join RIAs or start their own, as income tax rates rise, and as Baby Boomers continue their march into retirement, expect investments in no-load variable annuities to grow. |
Financial Planning
May 1, 2008 |
New Products Bear Stearns Current Yield Fund... Managed ETF Portfolios... Global Nuclear Energy Portfolio... Alternative Strategies Allocation Fund... SPDR DB International Government Inflation-Protected Bond ETF... etc. |
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 Planning
January 1, 2007
Marshall Eckblad |
New Products Alternatives: Dow Jones Indexes and Wilshire Associates have launched the Dow Jones Wilshire Global Index Family... Insurance: New York Life Insurance has released NYLIAC Instant Legacy... etc. |
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. |
Financial Planning
October 2, 2007 |
New Products Alternatives: PowerShares Capital Management has launched two municipal bod ETFs... Insurance: Mass Mutual Life Insurance Co. has introduced Whole Life Legacy 100... etc. |
The Motley Fool
July 25, 2007
Buz Livingston |
Beware of Brokers Bearing Annuities Be careful, be very careful, when listening to sales pitches from insurance agents promoting retirement planning. Big commissions and poor performance can cost you. |
Financial Planning
April 1, 2007
Marshall Eckblad |
New Products Alternatives: State Street Global Advisors has listed the FTSE/Macquarie Global Infrastructure 100, an exchange-traded fund... Insurance: TransUnion has launched TrueCredit.com, a fee-for-service website that allows consumers to see their insurance scores... etc. |
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
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
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. |
Investment Advisor
April 2008 |
Upgrades The year-old Rydex Managed Futures Strategy Fund has attracted approximately $400 million in assets... Bear Stearns Asset Management launched the Bear Stearns Current Yield Fund... Sun Life Financial announced several new investment options... |
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. |
The Motley Fool
March 10, 2011
Dan Caplinger |
How Skittish Investors Can Protect Their Money You can lock in a sure thing with just two investments. |
Financial Advisor
June 2007
Mary Rowland |
What's It Worth? A consultant shines a light into the dark hole of equity-indexed annuities. |
