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Investment Advisor
May 2010
Marlene Y. Satter |
Easy Rider Redux Advisors might find a tough subject easier to broach with clients.   |
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. |
Financial Planning
February 1, 2010
Donald Jay Korn |
Combo Care After more than three years of waiting, new tax laws may increase the popularity of life insurance and annuities with long-term-care riders. |
Financial Advisor
March 2012
Karen DeMasters |
Long-Term Scares As premiums for long-term care insurance go up and more large providers pull out of the market all together, the landscape for long-term care insurance is changing dramatically. |
Insurance & Technology
November 12, 2007
Steve Terry |
Beneficial Financial Group CIO Steve Terry Discusses Business Intelligence Tools For the life and annuity industry, being effective with the available business intelligence tools can be a real challenge. |
The Motley Fool
March 10, 2011
Dan Caplinger |
How Skittish Investors Can Protect Their Money You can lock in a sure thing with just two investments. |
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
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. |
The Motley Fool
November 10, 2011
Dan Caplinger |
Avoid This "Safe" Investment Today Guaranteed investments cost too much. |
Registered Rep.
November 20, 2012
Alan Lavine |
Lock into Long-Term Care with Hybrid Policies Combining life insurance and annuities with long-term care policies can protect against premium hikes or the risk of never making a claim. Here's how to make sure they are right for your clients. |
Financial Planning
January 5, 2008
Stacy Schultz |
5 Questions What role should insurance play as baby boomers retire?... What financial products are most valuable for baby boomers?... etc. |
Investment Advisor
March 2009
Marlene Y. Satter |
Insurance Update: Around for the Long Term? Bad news is making headlines everywhere; long-term care insurance is no exception. |
BusinessWeek
June 23, 2011
Margaret Collins |
Variable Annuities: Lifelong Income, High Cost Guarantees make annuities more appealing - and more complex. |
BusinessWeek
May 2, 2005
Carol Marie Cropper |
A Combo Policy For Long-Term Care Life insurance with an accelerated benefits rider can be used to cover the cost of nursing homes if the policyholder needs it for long term care. |
Investment Advisor
September 2007
Marlene Y. Satter |
In the Meantime Despite the recent bad press, you still have to recommend long-term care insurance to your clients. What do you do? |
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 |
The Motley Fool
September 15, 2008
Dan Caplinger |
Are Annuities At Risk? With the financial troubles that annuity giant AIG currently faces, investors are concerned about what could happen to their annuities if the insurance companies backing them don't survive the credit crunch. |
Registered Rep.
May 1, 2012
Diana Britton |
Annuities: Growing Pains Since the beginning of 2011, three insurance carriers -- Sun Life Financial, Genworth Financial and, most recently, The Hartford -- have exited the annuity business altogether. |
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? |
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. |
The Motley Fool
November 4, 2011
Robert Brokamp |
Give Your Life Insurance a Checkup Are you getting the right amount of life insurance? |
Registered Rep.
March 11, 2011
Mark Miller |
Navigating the Long-Term Care Minefield Long-term care insurance is a tough market to navigate -- for clients and planners alike. |
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
April 1, 2011
Ingrid Case |
Crisis Brewing Many long-term care policy owners received uninsulated surprises recently -- substantial rate increases from carriers including MetLife, John Hancock and TransAmerica. What alternatives can planners suggest to clients? |
BusinessWeek
May 8, 2006
Toddi Gutner |
Annuity Exit Strategies Thanks to a nascent secondary market, it is becoming easier to cash out your policy. |
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. |
Registered Rep.
October 1, 2002
Pamela J. Black |
Not So Easy Riders The bear market has created interest in annuities that offer guarantees on returns. A look at riders being offered to protect value, improve liquidity, etc. |
Financial Advisor
July 2008
Allen Hamm |
A Better Option The long-term care insurance industry is up to a new trick: Marketing LTC insurance through groups. |
The Motley Fool
February 26, 2007
Dan Caplinger |
Spring Cleaning for Your Investments Just as getting rid of some unnecessary junk around the house can be good for your personal well-being, taking a critical look at your investments from time to time is extremely valuable. |
Registered Rep.
June 1, 2005 |
Could Fear of Variable Annuities Have Anything to Do With This? According to a study, equity-indexed annuities accounted for 30% of total annuity sales last year, up from just 6% in 2002. |
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? |
Registered Rep.
September 17, 2012
Alan Lavine |
Insuring Income You'd like to insure at least part of your client's income for life. But do you choose a variable annuity with a guaranteed lifetime withdrawal benefit? Or an immediate annuity? |
Registered Rep.
July 16, 2013
Alan Lavine |
Insurance Strategies to Build Wealth When it comes to life insurance, rarely does one size fit all. So why not tailor a policy to fit your client's investment and estate plans? |
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. |
Registered Rep.
January 15, 2013
Alan Lavine |
Solving the Riddle of the Immediate Annuity Clients torn between leaving money to heirs or buying an immediate annuity? Here's how to help them decide. |
Registered Rep.
July 1, 2006
Janet Arrowood |
In Search Of Guarantees Consumers are taking a different approach to life insurance lately. While they may invest in stocks as they always have, even as they grow older, they increasingly look to eliminate risk and uncertainty from the life insurance products they buy. |
Investment Advisor
September 2010
Marlene Y. Satter |
Insurance Update: Is It Really a CLASS Act? How the new government long-term care insurance program may affect your clients. |
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. |
The Motley Fool
October 30, 2006
Tim Beyers |
Foolish Advice on Life Insurance Life insurance seems simple. And it should be. But more and more agents are selling complex, commission-boosting products that do little for consumers. Be cautious and buy only the minimum. |
Investment Advisor
September 2009
Marlene Y. Satter |
Insurance Update: An Asset to Planning According to the American Association for Long-Term Care Insurance, asset-based LTC insurance is on the rise. |
CFO
March 1, 2007
Marie Leone |
Beware the Fine Print Despite some welcome improvements, variable annuities still scream ''caveat emptor.'' |
Investment Advisor
September 2005
Melanie Waddell |
The Care Calculation Sales are down and premiums are up for long-term care insurance, but the cost of long-term care continues its steep increase. Advisors need to learn more about this product and discuss it with clients. |
Investment Advisor
August 2008
Elizabeth D. Festa |
Insuring 401(k) Success Via Annuities Advisor Michael Salley remains a fan of annuities and insurance company products to help manage his clients' assets. |
Financial Advisor
February 2004
Dorothy Hinchcliff |
To Buy Or Not To Buy? That's still a big question for clients when it comes to long-term care insurance. |
Registered Rep.
November 15, 2011
Alan Lavine |
A Good Marriage: Life Insurance and Annuities What do you get when you splice together a life insurance policy and an immediate annuity? A reversionary annuity. Yes, that's a mouthful, but it carries some of the advantages of each and is ideal for certain kinds of clients. |
Inc.
September 2007
Norm Brodsky |
Street Smarts: Free At Last Most entrepreneurs who have a bank loan yearn to get out from under his or her personal guarantee. |
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. |
Bank Systems & Technology
February 10, 2004
Cynthia Ramsaran |
This Year's Fashions The fixed-income annuity is the new black. |
U.S. Banker
December 2005 |
Investment products: Index-Rate Annuity Sales Surge at Banks Nationwide A once-obscure product, the equity-indexed annuity, is climbing steadily in popularity -- representing a major sales opportunity for banks -- thanks to its higher recent returns than the traditional fixed annuity. |
Registered Rep.
October 1, 2006
Stan Luxenberg |
The Best of Both Worlds Is the line between funds and annuities disappearing? Not yet; regulators and corporate bureaucracies insist on separating the two investments. But in the next decade, the distinctions could blur. |
