May 19th, 2012
Jill on Money: Annuities, retirement, allocationNews from CBS News:
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After all of the hoopla surrounding the Facebook IPO, it was great to get back to financial basics with “Jill on Money” listeners.
We fielded a bunch of questions about annuities, starting with Jane, who is considering using a small portion of her $ 1 million portfolio to buy [...] Continue Reading…
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May 19th, 2012
Broker-Dealer ordered to recover $ 1M+ in annuities sold to elderly widowNews from Boston Business Journal:
Thomas Grillo
Real Estate Editor- Boston Business Journal
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H. Beck, a Maryland-based broker-dealer, has been ordered by the Massachusetts Secretary of State to refund more than $ 1 million in annuities improperly sold to an elderly widow by one of its representatives.
The order, issued by the state’s Securities Division, also imposes a $ [...] Continue Reading…
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May 18th, 2012
Ash Brokerage Selects Aplifi’s AFFIRM for Annuities as its Annuity Order Entry …News from Virtual-Strategy Magazine:
Ash Brokerage has adopted Aplifi’s AFFIRM for Annuities to support its brokerage annuity sales.
Fort Wayne, IN (PRWEB) May 17, 2012
Ash Brokerage, one of the nation’s largest and fastest growing privately owned Brokerage General Agencies announces it will implement Aplifi’s AFFIRM for Annuities.
Ash Brokerage has experienced a tremendous amount of growth over the past several [...] Continue Reading…
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May 17th, 2012
Revisiting retirement annuitiesNews from CXpress:
Article: Wednesday, May 16, 2012 – 8054
Investor Focus
Revisiting retirement annuities
THE last 10 years has seen many changes in the structure of retirement savings. The Retirement Annuity (RA) is now more flexible in investment options as well as in its rules.RAs can now be structured to allow investors the freedom of choosing when to contribute. An initial lump sum is normally [...] Continue Reading…
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May 16th, 2012
Hedging ETFs Inside AnnuitiesNews from Registered Rep.:
May 15, 2012 9:00 AM, By Alan Lavine
A new program shorts futures contracts to hedge ETF holdings inside annuity contracts. It’s not cheap, but some say it’s worth it.
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A new portfolio management program claims to curb huge losses in exchange traded funds held within life insurance subaccounts by automatically shorting futures contracts.Under the program, created by ValMark Advisors, an Akron, Ohio-based [...] Continue Reading…
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May 15th, 2012
Annuities Are Always in VogueNews from LifeHealthPro:
Clients need guarantees, not Wall Street promises. Photo credit: thephotoholic
From a financial industry perspective, the first quarter of 2012 was a reason to celebrate.
The stock market had its best first quarter in 14 years, with the Dow Jones Industrial Average up 8 percent and the S&P 500 up 12 percent‑the best start since the bull market of the 1990s. The NASDAQ composite index, [...] Continue Reading…
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May 14th, 2012
Variable annuities carry some dangersNews from Tulsa World:Unable to find the requested article.Use the search utility if you know detail about the article you are looking for or contact our support staff for assistance. Thank you for visiting tulsaworld.com.Click the following link to return to the tulsaworld.com home page……………. continues on Tulsa World
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May 12th, 2012
Should Annuities Provide Your Retirement Paycheck?News from Fox Business:
With traditional safety nets such as company pensions and Social Security dwindling, many of the 78 million baby boomers are left trying to answer one question: “Who’s going to pay my retirement paycheck?”
Annuities are one investment that more and more prospective retirees are considering. These financial products are created by the insurance industry, and offer a lot more flexibility and advantages [...] Continue Reading…
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May 11th, 2012
How to buy … annuitiesNews from MarketWatch:
SAN FRANCISCO (MarketWatch) — Annuities come in many styles, but they share a common trait: The mere mention of them brings worried frowns to financial planners. That’s because many of these investment-cum-insurance products come with steep fees and confusing restrictions, detailed in contracts that are inches thick and difficult to understand.
Combine the complexity, fees and restrictions — some products charge as much as [...] Continue Reading…
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May 10th, 2012
Enhanced annuities: Who can benefit?News from BBC News:9 May 2012 Last updated at 19:01 ET
Money Talk by Billy Burrows Better Retirement Group, annuity specialists
Smokers are a good example of those who may get a higher enhanced annuity at retirement
Continue reading the main story
Annuities: Making it easier to buy the best one
Pensions tax relief: How much can be saved?
Automatic pension enrolment timetable
Colman’s staff keen on pensions protest
Annuity rates at their [...] Continue Reading…
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