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Financial Planning
April 1, 2005
Rick Carey
Going for GMWB Guaranteed minimum withdrawal benefits for life drove variable annuities in 2004--and will again. mark for My Articles similar articles
Financial Planning
December 1, 2010
Marco Chmura
An Upward Swing Prudential continued to lead the way as the top seller of variable annuities with $5.3 billion in second-quarter sales and a 15.7% market share. mark for My Articles similar articles
Financial Planning
December 1, 2006
Frank O'Connor, Morningstar
Wanted: Income Protection Variable annuity sales continue their dramatic rise, as investors embrace the coupling of market participation with protection from downside risk. mark for My Articles similar articles
Financial Planning
March 1, 2006
Frank O'Connor
Holding Steady Variable annuity sales remained high for the traditionally weak third quarter. mark for My Articles similar articles
Financial Planning
January 1, 2005
Rick Carey
Looking for Direction With new sales slowing, issuers hope some recent product developments will jump-start investor interest in VAs (variable annuity) in 2005. mark for My Articles similar articles
Financial Planning
September 1, 2010
Frank O'Connor
VAs Head for Slowdown With living benefits now more expensive and restrictive, on balance, muted future sales growth is expected unless more advisors utilize the product, and more investors understand and embrace it. 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
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
Frank O'Connor
Falling Fast New sales of variable annuities continued to decline in the fourth quarter of 2008, falling to $32.6 billion from third-quarter sales of $37 billion, an 11.9% drop. 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
Financial Planning
September 1, 2008
Frank O'Connor
First-Quarter Dip New sales of variable annuities decrease in the first quarter of 2008... AXA Equitable held the No. 1 spot in variable annuity sales... Top retail product was John Hancock's Venture III... Other first-quarter 2008 top sellers... 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
Financial Planning
June 1, 2006
Frank O'Connor
A Slow Ascent Variable annuity sales for 2005 managed to beat sales for 2004, but not by much. mark for My Articles similar articles
Financial Planning
September 1, 2006
Marshall Eckblad
VAs Head for a Banner Year New sales of variable annuities continued to climb through the first quarter of 2006, reaching $37.6 billion and falling just short of an all-time high for VA sales in a quarter. However, retiring baby boomers may be keeping net flows slim in the longer term. mark for My Articles similar articles
Financial Planning
March 1, 2007
Frank O'Connor
A Bump in the Road Despite a third quarter slump in sales, variable annuities are still headed for a banner year. 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
Financial Planning
March 1, 2012
Frank O'Connor
Solid Footing New sales of variable annuities held steady in the third quarter, totaling $38.5 billion vs. $39.4 billion in the second quarter and $33.8 billion in the third quarter of 2010. mark for My Articles similar articles
Financial Planning
March 1, 2008
Frank O'Connor
Uncertainty Abounds Will sales plummet, proving that the variable annuity industry has been recycling old business for years? Will new money continue to flow into living benefits, offsetting the effects of a reduction in exchanges? Read on for some predictions. 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
Financial Planning
June 1, 2010
Frank O'Connor
A New Dynamic Variable annuity sales fell in 2009 as incentives to stay put in existing contracts choked off exchange growth. 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
Financial Planning
October 1, 2005
Frank O'Connor
Proliferating Benefits Guaranteed living benefits continue to drive variable annuity sales and morph into new options. Financial planners, take note. mark for My Articles similar articles
Financial Planning
June 1, 2007
Frank O'Connor
Going Up? Variable annuity sales are up but net cash flows are lagging. Could a major industry boom be coming? mark for My Articles similar articles
Financial Planning
June 1, 2008
Frank O'Connor
Flight to Guarantees? Sales and assets under management in variable annuities have been growing steadily since hitting a low point in 2002. 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
Financial Advisor
February 2007
Tracey Longo
Variable Annuities Get Sales Boost Do you really want to get your clients' attention as they prepare for retirement? Talk to them about variable annuities. 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
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
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
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
December 1, 2008
Frank O'Connor
New Sales Creep Up New sales of variable annuities in the second quarter crept up higher than those in the first quarter, although still lagging behind the same period of last year. mark for My Articles similar articles
Investment Advisor
May 2010
James J. Green
Retirement Planning: ING Back Into Retirement Merges units, rolls out new VA, names CEO. mark for My Articles similar articles
Financial Planning
December 1, 2012
Frank O'Connor
Acting to Reduce Risk for Variable Annuities Sector Many variable annuity issuers made changes to older products or introduced new ones. mark for My Articles 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
Financial Planning
May 1, 2008
Jay Korn
Withdrawal Methods Issuers of variable annuities usually include language such as "regular income for life" or "annuity payment stream" when describing these products to clients. The promise of income is a big attraction. So why do so few VA owners put it into action? mark for My Articles similar articles
Financial Planning
May 1, 2008
Bob Veres
Cheerleaders in Lab Coats Every few years, it seems like the marketplace produces a "study" of variable annuities that makes the product look too good to be true. The latest is from Ibbotson Associates. mark for My Articles similar articles
Investment Advisor
July 2008
Melanie Waddell
Drivers of Annuity Sales Assets in annuities will jump to $2.9 trillion by 2012 -- a compound annual growth rate of 7.9% -- sparked by demographic trends and product development that addresses both guaranteed income and principal protection. mark for My Articles similar articles
Financial Planning
July 1, 2013
Frank O'Connor
More Fine Tuning for Variable Annuities Issuers kept busy in the first part of the year, but mainly by changing existing products. mark for My Articles similar articles
Financial Planning
October 1, 2006
Frank O'Connor
Reference for Riders Variable annuities now come with a slew of optional riders to choose from. Here's what you should consider. 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
Financial Planning
August 1, 2007
Donald Jay Korn
Lean Cuisine Lower-cost variable annuities can be a key ingredient in your financial advisory client's retirement recipe. mark for My Articles similar articles
Financial Planning Letters to the Editor Response to "Cheerleaders in Lab Coats." mark for My Articles similar articles
Financial Planning
March 1, 2010
Frank O'Connor
A Mixed Bag New sales of variable annuities slipped in the third quarter, dropping 2% to $30.6 billion. That's down 17.3% year-over-year from third quarter 2008 sales of $37 billion. mark for My Articles similar articles
Financial Planning
June 1, 2012
O'Connor & McCarthy
Making Adjustments 2012 started out about average for variable annuity issuers in terms of SEC filing activity, with a total of 59 annuity product changes in the first quarter com pared with 130 filings in the fourth quarter of 2011 and 49 in the first quarter of last year. mark for My Articles similar articles
Financial Planning
September 1, 2009
Frank O'Connor
Change Has Come New sales of variable annuities declined even further in the first quarter of 2009. Assets under management also declined. mark for My Articles similar articles
Financial Planning
June 1, 2007
David Thetford
Compliance Tips VA Due Diligence: Rising popularity and complexity have made variable annuities a target for the SEC and NASD. 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
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
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
Financial Planning
December 1, 2009
Frank O'Connor
Defining Factors New sales of variable annuities recovered moderately in the second quarter. The improvement was far from broad-based, with some companies showing large declines from the first quarter and others posting significant increases. mark for My Articles similar articles