Annuities

Annuity sales >>

kstartt
Can I build my own annuity?
Article posted by Kevin Startt
So, if I can get a pepperoni and pickle pizza to the customer in 30 minutes or less, can I build a fixed indexed annuity in 30 minutes? The road to success is dotted with many tempting parking places. Building your own FIA is not one of them, I’m afraid.

More from Annuity sales

Fixed annuities >>

kstartt
Trudging through the market mud run
Article posted by Kevin Startt
Realize we are just like the 73-year-old runner; we're at the end of the race with some big puddles, switchbacks and perils to prod through. It is prudent to take some risk dollars off the table soon and rotate, allocate and avoid the temptation to hesitate and follow the leader off the cliff.

More from Fixed annuities

Indexed annuities >>

Jason Kestler
A comparison of two uncapped strategies
Article posted by Jason Kestler
At a high level, The Barclays Dynamic Balance Index and the Shiller Barclays CAPE US Sector Risk Controlled 10 percent USD Total Return Index these seem to be very similar concepts. So, in order to get a better idea of the potential of each, I conducted two little experiments.

More from Indexed annuities

Variable annuities >>

Roccy Defrancesco
Tactical money manager goes to cash (look out below)
Article posted by Roccy DeFrancesco
Does the fact that a rock star tactical money manager went to cash mean that a crash is coming? Well, I can't say that for certain, but I know that they have a proven track record of avoiding crashes — and you can take the information in this article for what it's worth.

More from Variable annuities

Annuity regulation >>

Mike Pinkans
Selling deferred income annuities inside IRAs and defined contribution plans
Article posted by Michael Pinkans, CFA
The Treasury Department and the Internal Revenue Service (IRS) just provided IRA owners and defined contribution (DC) participants — those having 401(k)s, 403(b)s and 457 plans — the ability to purchase longevity annuities (also known as deferred income annuities or DIAs) within these plans.

More from Annuity regulation