Similar Articles |
|
Financial Planning April 1, 2005 Rick Carey |
Going for GMWB Guaranteed minimum withdrawal benefits for life drove variable annuities in 2004--and will again. |
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. |
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. |
Financial Planning March 1, 2006 Frank O'Connor |
Holding Steady Variable annuity sales remained high for the traditionally weak third quarter. |
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. |
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. |
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. |
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. |
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. |
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. |
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... |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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? |
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. |
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? |
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. |
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. |
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. |
Financial Advisor March 2007 Raymond Fazzi |
Annuities Anew No-load variable annuities begin to attract interest among fee-based advisors. |
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. |
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 |
Financial Advisor July 2011 Gail Liberm |
Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors. |
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. |
Investment Advisor May 2010 James J. Green |
Retirement Planning: ING Back Into Retirement Merges units, rolls out new VA, names CEO. |
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. |
BusinessWeek June 23, 2011 Margaret Collins |
Variable Annuities: Lifelong Income, High Cost Guarantees make annuities more appealing - and more complex. |
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? |
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. |
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. |
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. |
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. |
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. |
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. |
Financial Planning |
Letters to the Editor Response to "Cheerleaders in Lab Coats." |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |