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All About Annuities » 2014 » May

Investing Trends: Cash, ETFs In; Annuities Out

Investing Trends: Cash, ETFs In; Annuities OutNews from Insurance News Net: Insiders know more, are better prepared and generally more successful. Today’s top advisors subscribe to our premium newsletter to ensure that they don’t miss out the most important industry changes that are happening in real time. Starting at $ 8.95/Mo. …………… continues on Insurance [...]

Bonds vs. Annuities

Bonds vs. AnnuitiesNews from BankInvestmentConsultant.com: Best Income Strategy: Bonds or Annuities? Financial Planning, On Wall Street, Bank Investment Consultant and Money Management Executive Thursday, May 29, 2014 If historically low interest rates remain historically low, should advisors reconsider their clients’ allocations to bonds? What factors are most important when a planner is debating whether a [...]

Savers locked into annuities without warning

Savers locked into annuities without warningNews from Telegraph.co.uk: Insurers have failed to remove these outdated contractual terms, despite strong criticism of similar “exploitative” practices by consumer groups, an investigation into annuity sales by the City regulator and the Government’s radical reforms. Ros Altmann, a pensions campaigner and former Downing Street adviser, said: “I think this [...]

Best Income Strategy: Bonds or Annuities?

Best Income Strategy: Bonds or Annuities?News from Financial-Planning.com: Best Income Strategy: Bonds or Annuities? Financial Planning, On Wall Street, Bank Investment Consultant and Money Management Executive Wednesday, May 28, 2014 If historically low interest rates remain historically low, should advisors reconsider their clients’ allocations to bonds? What factors are most important when a planner is [...]

Why you should hold on to annuities

Why you should hold on to annuitiesNews from LifeHealthPro: This copy is for your personal, non-commercial use only. To order presentation-ready copies for distribution to your colleagues, clients or customers, click the “Reprints” link at the top of any article. Jean Chatzky Too often annuities and other safe products get bashed by mainstream media. It’s [...]

Annuities: Questions to Ask and Mistakes to Avoid – Morningstar.com

Annuities: Questions to Ask and Mistakes to Avoid – Morningstar.comNews from Annuities: Questions to Ask and Mistakes to Avoid – Morningstar.com: Beware the pitfalls with these products and understand the trade-offs before investing. Morningstar recently sat down with certified financial planner Mark Cortazzo, a senior partner at MACRO Consulting Group. He detailed how annuities can help [...]

The ins and outs of investing in fixed index annuities

The ins and outs of investing in fixed index annuitiesNews from Philly.com: With tongue halfway in cheek, those of us who expect to work until we die have this consolation: no need to sort through the many “financial products” aimed at helping us cover our needs to the very end. But for those of us [...]

Everything You Need to Know About Life Annuities

Everything You Need to Know About Life AnnuitiesNews from LifeHealthPro: This copy is for your personal, non-commercial use only. To order presentation-ready copies for distribution to your colleagues, clients or customers, click the “Reprints” link at the top of any article. “What in the world is a life annuity? If you’re already in the business [...]

Berko: Choose common stocks over annuities

Berko: Choose common stocks over annuitiesNews from The Columbian: A   A Malcolm Berko × Malcolm Berko Close Dear Mr. Berko:…………… continues on The Columbian … Read the full article Related News: Annuities For Dummies®Why look into annuities? If you’re a Baby Boomer with little or no pension and most of your money in low-interest [...]

Consumer group calls for action on stopgap annuities

Consumer group calls for action on stopgap annuitiesNews from Financial Times: The Financial Services Consumer Panel has called for a temporary ban on “stopgap” annuities being sold without financial advice amid concerns about the product complexity and charges. The panel, which advises the Financial Conduct Authority (FCA) on consumer issues, has called on the regulator [...]