Annuities

Annuity sales >>

Tony Walker
The 7 costly mistakes your clients make with their money, Pt. 7: Buying into the anti-annuity hype
Article posted by Tony Walker
While annuities have been around for a long time, there is nevertheless a ton of misinformation about them. Here are misconceptions one through five. Misconceptions six through 10 will be covered in part two of this article.

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Fixed annuities >>

kstartt
An exit plan for the running of the bulls?
Article posted by Kevin Startt
A couple of weeks ago, I read that one of the instructors at the running of the bulls in Pamplona, Spain had been pinned and gored. It made me wonder, with the lack of boredom in the markets this summer in capital markets across the world, if we might be headed for the goredom of a volatile autumn.

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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.

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Indexed annuities >>

Paul Wilson
The big five: The 2014 Retirement Advisor magazine's Advisor of the Year finalists
Article posted by Paul Wilson
After months of poring over nominations, Retirement Advisor rolls out the annual Advisor of the Year finalists.

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Variable annuities >>

jberson
Why Ken "I hate annuities" Fisher has a problem
Article posted by Jeffrey Berson
We have all seen it. The big advertisement from Fisher Investments: "I hate annuities, and you should too!" Ken Fisher is making a splash with this, but as is typical with this kind of promo, his "special report" is one-sided, very poorly researched and limited in scope.

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