Annuities - FA Magazine

Annuities

Thursday, 25 February 2010
A client with a need for income had her retirement assets slashed more than 40% to $500,000 as a result of the 2008 market crash. Here's how one advisor helped.

Should Clients Take Less Now So Kids Get More Later?

Monday, 22 February 2010
Buying an annuity confronts families with a dilemma: Should a parent take smaller monthly payments so that their surviving spouse or children can get some sort of inheritance?

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Staggering Immediate Annuity Purchases May Benefit Clients

Wednesday, 17 February 2010
Immediate annuities, under certain circumstances, may be right for a part of some retirees' nest eggs.

Latest Look

By Leslie Scism, February 2010 issue
Redesigned variable annuities are pitched to investors.

Advisor Seeks Support For Annuity

Wednesday, 30 December 2009
An advisor speaks out about an annuity that he thinks is underused but makes sense for clients entering retirement and worrying about stock-market volatility.

Annuity Process Needs Streamlining

Monday, 14 December 2009
Automation and standardization will be the keys to success for advisors and broker-dealers who handle annuities for retirees in the near future, say some experts.

US Fixed Annuity Sales Slump In Third Quarter

Thursday, 19 November 2009
As the stock market shows signs of recovery and fears of increasedinflation mount, older investors and retirees who turned to fixedannuities are looking elsewhere.

Annuities For The Middle Class?

Tuesday, 22 September 2009
Given the widespread fear in the Great Recession, it’s no surprise annuity sales have skyrocketed over the last year.

Ameritas Fined In VUL Sales

Thursday, 06 August 2009
Ameritas has been fined $100,000 and one of its brokers has been suspended and fined for convincing customers to borrow against their homes to buy variable universal life insurance policies.

Advisor Emporium

August 2009 issue

FINRA Fines Bank B-Ds For Variable Annuity Sales

Thursday, 23 July 2009
FINRA has fined five bank broker-dealers a total of $1.65 million for deficient supervision and procedures involving variable annuity, mutual fund or unit investment trust transactions.

Clients Demanding Insured Investments

Thursday, 23 July 2009

For years, many sophisticated financial advisors and others have taken a very dim view of insured investment products, like variable annuities. The high internal fees, combined with juicy commissions and complex withdrawal rules, have spawned a relentless series of articles in the consumer press castigating VAs as bad investments. Yet in the wake of last year’s market meltdown, clients are searching as never before for guaranteed investment products that protect principal.

Unsuitable Annuities Tied To Reverse Mortgages

Friday, 10 July 2009
As more financial advisors sell insurance, a recent report indicates some could be unsuitably cross-selling annuities in conjunction with reverse mortgages.

Middle-Class Retirees Worse Off

Wednesday, 24 June 2009
Middle-class retirees and those nearing retirement are even worse off now than they were six months ago, says a new study by Ernst & Young.

FIxed Annuities Set Sales Records

Monday, 01 June 2009
U.S. fixed annuity sales are soaring and even variable annuities didn't take as big of a hit as the S&P 500, according to reports on first quarter sales of annuities.

VUL Slides With Market

By Raymond Fazzi, June 2009 issue
Variable universal life continues to be the black sheep of the life insurance product family.

Total Service

By Karen DeMasters, June 2009 issue
Baystate Financial uses its wide array of services to advise small business owners.

Does Asset Allocation Need A Facelift?

By David J. Drucker, May 2009 issue
Has the 2008 stock market changed the rules of asset allocation and how we manage asset volatility?

New Clients, Anyone?

By Eric Rasmussen, May 2009 issue
Some advisors are turning the worst bear market in decades into a growth opportunity. Here’s how they’re doing it.

Steady Eddy Annuity Bets

By Eric Rasmussen, April 2009 issue
The economic downturn is driving interest in fixed annuities.


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