MagPortal.com   Clustify - document clustering
 Home  |  Newsletter  |  My Articles  |  My Account  |  Help 
Similar Articles
BusinessWeek
June 23, 2011
Margaret Collins
Variable Annuities: Lifelong Income, High Cost Guarantees make annuities more appealing - and more complex. mark for My Articles similar articles
The Motley Fool
November 10, 2011
Dan Caplinger
Avoid This "Safe" Investment Today Guaranteed investments cost too much. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
July 2011
Gail Liberm
Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors. mark for My Articles similar articles
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? mark for My Articles similar articles
The Motley Fool
November 28, 2008
Dan Caplinger
The Retirement Ripoff You Can't Afford Insurance companies are making changes to annuities that will make them an even worse deal for investors. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
March 2007
Raymond Fazzi
Annuities Anew No-load variable annuities begin to attract interest among fee-based advisors. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
June 2012
Alan Lavine
Tough Business Major players exit variable annuities, but VA sales are up overall. mark for My Articles similar articles
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. mark for My Articles similar articles
CFO
March 1, 2007
Marie Leone
Beware the Fine Print Despite some welcome improvements, variable annuities still scream ''caveat emptor.'' mark for My Articles similar articles
The Motley Fool
August 24, 2009
Selena Maranjian
A New Annuity You Probably Don't Need New York Life is rolling out a new offering of variable annuities. But variable annuities are often a bad idea for consumers. Investing directly in stocks may be a better idea. mark for My Articles similar articles
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? mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
August 19, 2004
The Lowdown on Variable Annuities Plans such as 401(k)s and IRAs are generally more effective for socking away money for retirement. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
November 2011
Alan Lavine
Finding A Floor Annuities gain traction in a world of low returns. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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? mark for My Articles similar articles
Financial Advisor
December 2004
Ted Schwartz
Time For Some Changes Are variable annuities the greatest invention since sliced bread or are they a scourge that should be driven from the planet? Here are some suggestions for changes to the industry to take annuities out of the regulators' crosshairs. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
September 9, 2005
Roy Lewis
Keep More of Your Losses Learn how to maximize deductions for losses from variable annuities. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
August 30, 2006
Buz Livingston
A Lesson for Teachers Tax-sheltered annuities have three strikes against them. They have high annual expenses, lousy investment choices, and burdensome surrender charges. Teachers, beware. mark for My Articles similar articles
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. mark for My Articles similar articles