Annuities

Annuity sales >>

Dan McGrath
Why are companies selling life insurance in Walmart?
Article posted by Dan McGrath
It is absolutely mind-blowing that an entire industry that sells the solution to the biggest problem people will face in retirement —a problem the federal government reminds us of on a daily basis — would rather hang out in WalMart than actually help their own clients protect themselves properly for their financial future, while selling the very same products they own. The life insurance industry would rather go broke than sell people the solution to this health funding mess.

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Fixed annuities >>

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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Indexed 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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Variable 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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