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BusinessWeek September 24, 2007 Aaron Pressman	Retirement Made Complicated Why equity-indexed annuities have a bad name and what investors need to know.
Financial Planning October 1, 2005 Joan Warner	EIAs: Behind the Hype Equity-indexed annuities are flying off the shelves, but they carry risks that regulators fear are not wholly disclosed.
Registered Rep. June 1, 2005	Could Fear of Variable Annuities Have Anything to Do With This? According to a study, equity-indexed annuities accounted for 30% of total annuity sales last year, up from just 6% in 2002.
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 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.
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?
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.
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.
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.
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 June 2007 Mary Rowland	What's It Worth? A consultant shines a light into the dark hole of equity-indexed annuities.
The Motley Fool January 19, 2011 Dan Caplinger	Stay Away From These Investments The complexity of index annuities completely outweighs any protection they offer.
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.
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.
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 November 2011 Alan Lavine	Finding A Floor Annuities gain traction in a world of low returns.
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.
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 October 9, 2009 Dan Caplinger	This Much-Hated Investment Could Actually Help You Few investments inspire such devotion and scorn as annuities.
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
The Motley Fool November 6, 2009 Selena Maranjian	Will These Investments Beat Immediate Annuities? Annuities have a mixed reputation, but one variety -- immediate annuities -- have been steadily growing. Does their increasingly popularity make them right for you, or are there better ways to build a secure retirement income stream?
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?
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...
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. 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.
The Motley Fool December 23, 2009 Dan Caplinger	The Do-It-Yourself Way to Save Your Retirement If you want to protect yourself from stock market losses, doing it yourself can help you save a bundle.
Financial Planning February 1, 2006 Patrick Ferrer	Annuities Special: Fee Factor When your clients buy annuities, do you really know what they're paying for?
BusinessWeek February 24, 2011 Faux & Collins	Indexed Annuities Can Yield Surprises Some investors choosing indexed annuities to limit the downside are finding the upside limited, too -- along with high fees and long lock-up periods.
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?
CFO March 1, 2007 Marie Leone	Beware the Fine Print Despite some welcome improvements, variable annuities still scream ''caveat emptor.''
Financial Advisor July 2011 Gail Liberm	Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors.
Registered Rep. September 1, 2005 Kristen French	VA Sales Keepin' On Despite the recent onslaught of negative regulatory and media attention to variable annuities, sales of these products have not suffered.
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 Advisor April 2009 Eric Rasmussen	Steady Eddy Annuity Bets The economic downturn is driving advisors to increase their interest in fixed annuities.
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 April 1, 2011 Allan S. Roth	DIY Annuity Why not build an equity-indexed annuity-like portfolio for your client yourself? In addition to sporting lower fees, it will offer the key advantage of helping your client control irrational financial behavior by bringing peace of mind.
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.
The Motley Fool February 26, 2007 Dan Caplinger	Spring Cleaning for Your Investments Just as getting rid of some unnecessary junk around the house can be good for your personal well-being, taking a critical look at your investments from time to time is extremely valuable.
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.
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?
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?
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 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.
Bank Systems & Technology February 10, 2004 Cynthia Ramsaran	This Year's Fashions The fixed-income annuity is the new black.
Registered Rep. November 14, 2014 Kevin McKinley	Tapping Annuities for an Early Retirement Annuities can offer nearly unlimited savings potential and unique benefits that can pique the interest of would-be early retirees.
Registered Rep. January 15, 2013 Alan Lavine	Solving the Riddle of the Immediate Annuity Clients torn between leaving money to heirs or buying an immediate annuity? Here's how to help them decide.
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.
The Motley Fool November 19, 2004 Roy Lewis	How to Deal With Annuities' Losses When cashing out, there are several tax issues to keep in mind.
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.
Investment Advisor March 2006 Jeff Joseph	Hedgeworld Hedge Fund Focus: A Bright Start for '06 Good news seemingly came at hedge fund managers from all directions in January. Equity market returns were up as was volatility, emerging markets showed gains, and there was big merger news on which to trade.