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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 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 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.
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.
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 Advisor November 2011 Alan Lavine	Finding A Floor Annuities gain traction in a world of low returns.
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 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 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.
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 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.
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 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?
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 July 2011 Gail Liberm	Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors.
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?
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 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?
The Motley Fool September 9, 2005 Roy Lewis	Keep More of Your Losses Learn how to maximize deductions for losses from variable 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.
Financial Advisor September 2005 Marla Brill	The Tuition Test A wrong decision on paying for college can cost you in taxes or lost aid.
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.
Investment Advisor September 2006 Kathleen M. McBride	B/d Briefing: Raymond James Gets Results In the continuing evolution of the investment industry, one consistent trend has been the gradual reduction in fees. Could lower costs be next for variable annuities?
On Wall Street October 1, 2013 Donald Jay Korn	IRS Approves Post-Death Annuity Exchange IRS private letter ruling gives heirs choices about annuities.
Financial Advisor February 2, 2009 Eric Rasmussen	The Annuity In Winter Can variable annuities gain some luster after a horrible year in the fund world?
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 2007 Eric Rasmussen	Learning To Live With Annuities Many financial planners hate annuities, but they may be attractive for clients with longer lives.
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 June 23, 2011 Margaret Collins	Variable Annuities: Lifelong Income, High Cost Guarantees make annuities more appealing - and more complex.
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.
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.
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.
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 Advisor July 2005 David J. Drucker	The Secret World Of Impaired Risk Annuities Many financial advisors who either sell and/or advise on the purchase of risk management products are still unaware of certain product nuances. Specifically, most advisors are familiar with immediate fixed annuities, and yet may know little about impaired risk annuities.
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?
The Motley Fool May 27, 2009 Dan Caplinger	Don't Pay Too Much for This Investment When it comes to guaranteed variable annuities, buyers are paying more for protection than they did in recent years -- even though the market has already dropped substantially.
Financial Advisor August 2010 Alan Lavine	A Good Fit Immediate annuities fit well in retirement income plans.
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 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 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.
Financial Planning January 1, 2006 Ed Slott	Ending Annuity Scams The IRS is cracking down on undervaluing annuities to avoid taxes in Roth IRA conversions.
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.
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.
CFO March 1, 2007 Marie Leone	Beware the Fine Print Despite some welcome improvements, variable annuities still scream ''caveat emptor.''
Financial Advisor April 2009 Eric Rasmussen	Steady Eddy Annuity Bets The economic downturn is driving advisors to increase their interest in fixed annuities.
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.
Financial Advisor June 2012 Alan Lavine	Tough Business Major players exit variable annuities, but VA sales are up overall.
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 Advisor March 2007 Raymond Fazzi	Annuities Anew No-load variable annuities begin to attract interest among fee-based advisors.
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.