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Registered Rep.
May 18, 2010
Alan Lavine |
No-Load Annuities Gain Momentum As more wirehouse registered reps join RIAs or start their own, as income tax rates rise, and as Baby Boomers continue their march into retirement, expect investments in no-load variable annuities to grow.   |
Financial Advisor
March 2007
Raymond Fazzi |
Annuities Anew No-load variable annuities begin to attract interest among fee-based advisors. |
Registered Rep.
September 1, 2005
Chris O'Leary |
The Trouble With Annuities For registered reps, annuities, one of the most lucrative and complex items in an advisor's repertoire, can appear to be a cure-all for clients. Clients seem to love them, because of the guaranteed income -- even if they don't understand them. |
The Motley Fool
February 24, 2004
J. Graham |
Beware of Brokers Bearing Annuities Annuities may sound good, but their costs overwhelm their benefits. Stockbrokers and financial advisors love to sell annuities because of the high commissions they reap. My ex-broker sold one to me, and it has proven to be the most restrictive, highest-cost, least-liquid, and poorest-performing investment in my portfolio. |
Financial Advisor
July 2011
Gail Liberm |
Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors. |
The Motley Fool
February 18, 2011
Dan Caplinger |
Are Variable Annuities Right for You? Variable annuity sales are way up, but are they a smart move? |
Financial Planning
September 1, 2008
Stacy Schultz |
Are the Times Changing? A new study shows that 75% of advisors say they provide a written plan for their clients' retirement planning. Read on to see more specifically what they are doing. |
Financial Planning
February 1, 2006
Patrick Ferrer |
Annuities Special: Fee Factor When your clients buy annuities, do you really know what they're paying for? |
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? |
The Motley Fool
October 9, 2009
Dan Caplinger |
This Much-Hated Investment Could Actually Help You Few investments inspire such devotion and scorn as annuities. |
Registered Rep.
May 1, 2008
Alan Lavine |
Variable Annuity Providers Cozy Up To RIAs "In the fee-only community, it's historically been that you literally have the `Scarlet A' if you use annuities." |
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. |
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 Planning
August 1, 2010
Paul Menchaca |
Annuities From Bust to Boom With roughly 76 million baby boomers set to retire, the insurance industry could be poised to significantly grow its annuity market. |
BusinessWeek
June 23, 2011
Margaret Collins |
Variable Annuities: Lifelong Income, High Cost Guarantees make annuities more appealing - and more complex. |
The Motley Fool
April 13, 2004
Dan Otter |
Annuities in a 403(b) or 457(b)? Before you invest in an annuity, make sure there aren't better options available. It won't take long to find them. |
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. |
Registered Rep.
October 1, 2005
Stan Luxenberg |
Taking the Sting Out of Taxes For high-net-worth investors, tax-sheltered accounts offer special opportunities. Because they need not worry about exhausting savings, wealthy clients can use shelters creatively to derive maximum tax and investing benefits. |
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 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. |
Registered Rep.
July 1, 2004
Stan Luxenberg |
The Problem With a Long Life Academics are stepping forward, seeking to describe portfolios that will produce maximum returns while ensuring that retirees don't outlive their assets |
Financial Advisor
May 2012
Alan Lavine |
Sudden Impact How can advisors minimize the effect of large losses in a retirement portfolio just when clients want to begin withdrawals? |
Financial Advisor
February 2, 2009
Eric Rasmussen |
The Annuity In Winter Can variable annuities gain some luster after a horrible year in the fund world? |
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 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
June 2007
Thomas Scott |
What An Airline Crash Taught Me About Retirement Planning It doesn't take a catastrophic crash to cause significant injuries, in an airliner or in a retirement plan. As advisors, how can we best assure our clients will have an adequate income stream for their lifetimes? |
Financial Advisor
March 2004
Tracey Longo |
Making The Grade With Variable Annuity Exchanges With the creation of one-shot wrinkle reducers like Botox, battery-operated automobiles and cloned humans, can a world where there is no need to replace variable annuities be far off? |
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 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
December 1, 2007
Ilana Polyak |
Annuities, Revisited Financial advisors who once sneered at annuities are now realizing that they could be a magic bullet. |
On Wall Street
January 1, 2012
John Diehl |
Lifting The Cloud Over Annuities Anyone who sells annuities knows two things to be true: annuities can deliver significant value to clients and they are also one of the most misunderstood financial products on the market. |
Investment Advisor
August 2009
Melanie Waddell |
More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement. |
The Motley Fool
November 10, 2011
Dan Caplinger |
Avoid This "Safe" Investment Today Guaranteed investments cost too much. |
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. |
The Motley Fool
March 24, 2005
Robert Brokamp |
Annuities: Who Needs Them? Looking for an expensive, ho-hum way to save for retirement? Then an annuity might be for you. |
Financial Advisor
November 2007
William Glasgall |
Income For Life? Well, We Hope So. A look at new products that are supposed to create "personal pensions" for your clients: Dividends Galore With ETFs... Mutual Funds Aim For Payouts... Advisors Warm To Immediate Annuities... etc. |
The Motley Fool
November 28, 2008
Dan Caplinger |
The Retirement Ripoff You Can't Afford Insurance companies are making changes to annuities that will make them an even worse deal for investors. |
CFO
March 1, 2007
Marie Leone |
Beware the Fine Print Despite some welcome improvements, variable annuities still scream ''caveat emptor.'' |
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. |
Registered Rep.
June 1, 2008
Stan Luxenberg |
Pay It Out Now that the Baby Boomer generation is retiring in droves, fund companies are focusing on a thorny question: How can retirees obtain reliable income from their investments? |
Registered Rep.
October 1, 2002
Pamela J. Black |
The Pros and Cons of Annuities With retirement accounts battered by the bear market, guaranteed income from a fixed annuity now has more appeal, especially for clients who may be too close to retirement to count on a rebound from equity markets alone. This article surveys types of annuities, tax implications, and fees. |
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 Advisor
June 2012
Alan Lavine |
Tough Business Major players exit variable annuities, but VA sales are up overall. |
Financial Planning
May 1, 2011
Donald Jay Korn |
Nice Niche Two product lines in the fixed annuity category set sales records in 2010. Index annuities (up 6%) and immediate annuities (up 2%) both recorded modest increases over 2009, but they did reach the highest levels on record, according to Beacon Research in Evanston, Ill. |
Financial Planning
February 1, 2007
Donald Jay Korn |
New-Wave Annuities From reduced-risk participation in the stock market to longevity insurance, financial planners have an expanding array of annuities to meet client needs. |
Financial Advisor
February 2006
Tracey Longo |
A Push For Lifetime Income Variable annuity providers hope to jump-start their business by selling security to worried baby boomers. |
On Wall Street
February 1, 2010
Elizabeth Wine |
Variable Annuities Are Down but Not Out Variable annuities had a tough 2008 and 2009 like everybody else. |
Financial Planning
February 1, 2005
Donald Jay Korn |
All Fixed Up? Low returns have dampened the demand for fixed annuities, but will the aging of America spur sales of fixed annuities? |
Registered Rep.
August 12, 2011
Diana Britton |
Retirement Income Fever The industry has responded to the great wave of retirees that has just begun with an increased focus on creating retirement income streams -- successfully. It's always a tough feat, what with expanding life expectancies and estimating health care needs far out in the future. |
The Motley Fool
August 19, 2004 |
The Lowdown on Variable Annuities Plans such as 401(k)s and IRAs are generally more effective for socking away money for retirement. |
