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All About Annuities » 2014 » August

Withdrawal Strategies: Should Clients Use Annuities?

Withdrawal Strategies: Should Clients Use Annuities?News from Financial-Planning.com: Print Email Reprints Comments (3) Under the so-called 4% rule, a retiree can start by withdrawing 4% of accumulated savings, raise withdrawals to match inflation and, with certain assumptions (diversified portfolio, historic results for investments and…………… continues on Financial-Planning.com … Read the full article Related News: The [...]

How annuities profile potential buyers

How annuities profile potential buyersNews from MarketWatch: By Stan The Annuity Man is an annuity specialist and nationally recognized annuity expert and is the author of the highly acclaimed book, The Annuity Stanifesto. With over 20 years of experience in the financial services industry, he has developed unique proprietary and trademarked annuity strategies that have [...]

As MetLife rightsizes, other players grow in US annuities

As MetLife rightsizes, other players grow in US annuitiesNews from IFAwebnews.com: Thomas Mason is a senior analyst with Charlottesville, Va.-based SNL Financial. While MetLife Inc. has made no secret of its efforts to scale back its exposure to the U.S. annuity market, the latest statutory data available shows a particularly steep drop in business for [...]

Variable Annuities Punish Returns, Taxes and Heirs

Variable Annuities Punish Returns, Taxes and HeirsNews from ABC News: In these days of low bond yields, many people are looking for easy, set-it-and-forget-it investments to generate income. Stepping aggressively into this itchy market are insurance companies and their salesmen, extolling the supposed benefits of the variable annuities (VAs) they offer. This type of annuity [...]

Annuities: How To Protect Yourself And Get a Good Income

Annuities: How To Protect Yourself And Get a Good IncomeNews from Forbes: Annuities have a great allure, furnishing you income in retirement. But there are annuities and there are annuities. And they are dauntingly complex. One very smart advisor who can untangle them is Jeff Rose, CFP, the founder of Alliance Wealth Management in Carbondale, [...]

American National Selects iPipeline AFFIRM for Annuities to Automate Advisor …

American National Selects iPipeline AFFIRM for Annuities to Automate Advisor …News from MarketWatch: HEADLINE2Advisor Order-Entry Solution Provides Customized Workflows and Reviews to Support FINRA, SEC and State Compliance EXTON, Pa., Aug 19, 2014 (BUSINESS WIRE) — iPipeline® – the leader in on-demand marketing, selling, and processing solutions for the nation’s top insurance carriers, distributors, financial [...]

UK life and pensions industry hit by drop in annuities sales

UK life and pensions industry hit by drop in annuities salesNews from Financial Times: It is not easy to spot from a quick glance at some of the insurers’ recent financial results, but Britain’s life and pensions industry is reeling from a drop in sales of annuities, which have been among its biggest and most [...]

The day annuities changed forever

The day annuities changed foreverNews from MarketWatch: By Stan The Annuity Man is an annuity specialist and nationally recognized annuity expert and is the author of the highly acclaimed book, The Annuity Stanifesto. With over 20 years of experience in the financial services industry, he has developed unique proprietary and trademarked annuity strategies that have [...]

Column: Variable annuities can help in retirement prep

Column: Variable annuities can help in retirement prepNews from Stillwater Gazette: Erickson Many studies show that most Americans are unprepared for retirement. According to the U.S. Department of Commerce, Bureau of Economic Analysis, the average 65-year-old can live for another 19 years as opposed to 13 years in 1940. Many retirees are in real danger [...]

Are Equity-Indexed Annuities a Safe Investment?

Are Equity-Indexed Annuities a Safe Investment?News from Fox Business: A tweet pitching equity-indexed annuities might read: “This insurance product enables you to participate in the upside of the stock market without exposing your nest egg to its downside.” But what seems both simple and sensible in 140 characters or less quickly becomes so complex and [...]