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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.   |
Financial Planning
March 1, 2008
Frank O'Connor |
Uncertainty Abounds Will sales plummet, proving that the variable annuity industry has been recycling old business for years? Will new money continue to flow into living benefits, offsetting the effects of a reduction in exchanges? Read on for some predictions. |
Financial Planning
September 1, 2010
Frank O'Connor |
VAs Head for Slowdown With living benefits now more expensive and restrictive, on balance, muted future sales growth is expected unless more advisors utilize the product, and more investors understand and embrace it. |
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. |
Financial Planning
January 1, 2005
Rick Carey |
Looking for Direction With new sales slowing, issuers hope some recent product developments will jump-start investor interest in VAs (variable annuity) in 2005. |
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 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, 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. |
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
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
September 1, 2009
Frank O'Connor |
Change Has Come New sales of variable annuities declined even further in the first quarter of 2009. Assets under management also declined. |
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
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
September 1, 2007
Frank O'Connor |
Gaining Ground Variable annuity sales are up, but are the total sales numbers misleading? |
Financial Planning
March 1, 2007
Frank O'Connor |
A Bump in the Road Despite a third quarter slump in sales, variable annuities are still headed for a banner year. |
Financial Planning
March 1, 2010
Frank O'Connor |
A Mixed Bag New sales of variable annuities slipped in the third quarter, dropping 2% to $30.6 billion. That's down 17.3% year-over-year from third quarter 2008 sales of $37 billion. |
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
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
December 1, 2011
Frank O'Connor |
Momentum Builder Variable annuity sales gathered steam in the second quarter. New sales of $39.4 billion drove year-to-date sales to $78.2 billion, a 19.2% increase over the $65.6 billion in first-half 2010 sales and 27.1% higher than the $61.5 billion sold during the same period in 2009. |
Financial Planning
March 1, 2006
Frank O'Connor |
Holding Steady Variable annuity sales remained high for the traditionally weak third quarter. |
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 Advisor
June 2005
Harold Evensky |
Evensky vs. Evensky The responsibility of a professional advisor, whether subject to NASD, SEC or State regulation, is to provide, in light of the client's unique needs, goals and personal circumstances, well-founded and credible advice regarding the suitability of a variable annuity. |
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. |
On Wall Street
June 1, 2009
Craig Israelsen |
Variable Products, Variable Results The question is: Do the higher costs of variable products cause them to systematically underperform mutual funds? |
Financial Planning
September 1, 2011
Frank O'Connor |
Asset Magnet Variable annuities continued to show strength in the first quarter with new sales of $38.7 billion, a 23.2% increase over the year-ago quarter's total of $31.4 billion. |
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
December 1, 2009
Frank O'Connor |
Defining Factors New sales of variable annuities recovered moderately in the second quarter. The improvement was far from broad-based, with some companies showing large declines from the first quarter and others posting significant increases. |
Investment Advisor
May 2010
James J. Green |
Retirement Planning: ING Back Into Retirement Merges units, rolls out new VA, names CEO. |
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 Planning
June 1, 2009
Frank O'Connor |
Falling Fast New sales of variable annuities continued to decline in the fourth quarter of 2008, falling to $32.6 billion from third-quarter sales of $37 billion, an 11.9% drop. |
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. |
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. |
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? |
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 Planning
April 1, 2013
John McCarthy |
Variable Annuities Sliding As carriers move to adjust risk, sales taper off after three straight years of growth. |
Financial Planning
June 1, 2011
Frank O'Connor |
Hitting the High Notes Variable annuities ended 2010 on a strong note by virtually all measures. |
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. |
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. |
Investment Advisor
June 2009
James J. Green |
From the Silver Lining Department While the market performance of the last 18 months (at least until March 9) has hurt just about every investor and advisor across the board, there are some silver linings from the downturn. |
Investment Advisor
January 2010
James Damschroder |
Delivering Diversification An approach that parses diversification from the rubric of risk gives advisors a new element of control. |
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. |
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 Planning
September 1, 2008
Frank O'Connor |
First-Quarter Dip New sales of variable annuities decrease in the first quarter of 2008... AXA Equitable held the No. 1 spot in variable annuity sales... Top retail product was John Hancock's Venture III... Other first-quarter 2008 top sellers... |
Financial Advisor
June 2012
Alan Lavine |
Tough Business Major players exit variable annuities, but VA sales are up overall. |
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. |
Registered Rep.
April 7, 2009
Christina Mucciolo |
Big Changes to Variable Annuities Here and More on the Way Advisors who use VAs are already scrambling to get acquainted with the new products and are ramping up due diligence to greet a new era in the "living benefit" product space. |
Investment Advisor
March 2007
Kara P. Stapleton |
Overseas Still Appeals In 2006, investors stayed enamored of foreign markets. |
Investment Advisor
May 2007
Kara P. Stapleton |
News & Products NAVA, the Association for Insured Retirement Solutions, announced that total VA sales for 2006 were $157.3 billion... The American Council of Life Insurers announced its support for a bill that would provide special tax treatment... etc. |
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
June 1, 2006
Frank O'Connor |
A Slow Ascent Variable annuity sales for 2005 managed to beat sales for 2004, but not by much. |
