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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
September 1, 2008
Stacy Schultz |
Are the Times Changing? A new study shows that 75% of advisors say they provide a written plan for their clients' retirement planning. Read on to see more specifically what they are doing. |
Financial Planning
October 2, 2007 |
Compliance Advisors should research the annuity product options fully to select the best choices and riders to meet clients' needs. |
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
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. |
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. |
Financial Advisor
November 2011
Alan Lavine |
Finding A Floor Annuities gain traction in a world of low returns. |
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
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. |
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. |
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. |
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 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 Advisor
July 2011
Gail Liberm |
Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors. |
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 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. |
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 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 Advisor
March 2007
Raymond Fazzi |
Annuities Anew No-load variable annuities begin to attract interest among fee-based advisors. |
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
August 2008 |
Frontline News News for the financial industry: Alliance Creates New Retirement Option... Direxion Launches Two New Funds... Genworth Launches IRA Variable Annuity... Paperless Account Opening Offered... Jefferson National Expands VA Offerings... Vanguard Introduces New Index Fund... |
Investment Advisor
August 2009
Melanie Waddell |
More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement. |
Registered Rep.
November 16, 2010
Alan Lavine |
Growth Opportunities: Immediate Annuities And Qualified Retirement Plans There's a window of opportunity for financial advisors to build business: They can use annuities available in 401k plans to help workers with their post-retirement income. |
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? |
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. |
U.S. Banker
December 2007
Anthony Malakian |
Retirement Dreams Are Fueling Soaring Sales As the Baby Boomers move into their 60s, mutual-fund and annuity sales and services are thriving, and with a good two decades worth of Boomers nearing retirement, the long-term forecast seems good for banks. |
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. |
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
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
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
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
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. |
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. |
Investment Advisor
April 2010
James J. Green |
Annuity Sales Increase Reports released by the Insured Retirement Institute found that the sales of both fixed and variable annuities continued to recover in the fourth quarter of 2009. |
Insurance & Technology
August 19, 2010
Katherine Burger |
ING Insurance U.S. Names New CIO Gary Baxter - previously from head of IT, ING U.S. Retirement Services, ING Individual Retirement, and company's closed block of business - will oversee technology investments and IT operations across all U.S. business lines. |
Investment Advisor
November 2007
Melanie Waddell |
New Options in 401(k)s Immediate annuities and longevity insurance help tackle retirees' income conundrum. |
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
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
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. |
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. |
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. |
U.S. Banker
December 2006
Lee Conrad |
Learning to Serve Retirees In the Final Stages of Life The retirement market is prompting banks to rearrange internal structures, with new retirement czars at the helm and new products on the offer. After all, customers don't want to outlive their money. |
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 Advisor
August 2010
Alan Lavine |
A Good Fit Immediate annuities fit well in retirement income plans. |
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. |
Investment Advisor
March 2010
Melanie Waddell |
Cover Story: Custom Job All signs point to 2010 as the year in which many substantive retirement planning reforms will either be cemented or set into motion by Congress and the Obama Administration. |
Investment Advisor
August 2007
Kara P. Stapleton |
A Case for VAs? A new study found that two-thirds of boomers are interested in allocating a portion of their qualified plan into a variable annuity that offers guaranteed income for life. |
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. |
Investment Advisor
August 2008
Elizabeth D. Festa |
Insuring 401(k) Success Via Annuities Advisor Michael Salley remains a fan of annuities and insurance company products to help manage his clients' assets. |
