Annuities

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  1. Articles

    Surrender fees haunt legacy 403(b) plans

    As employers move to lower-cost retirement options, some plans charge as much as 8% to switch.

  2. Articles

    Can an adviser affiliated with an insurance company be fee only? Yes.

    State rules on insurance affiliation complicate fee-only status for some CFPs.

  1. Articles

    Advise clients on deferred-income annuities

    Deferred-income annuities can alleviate retirees' fears of running out of money late in life, but they are not for everyone.

  2. Articles

    Structured product annuities pose challenges for regulators

    As Voya plans to be the fifth company offering these newfangled products, regulators still struggle to classify them

  3. Articles

    Annuity industry pushes SEC for summary prospectus rule

    Not on regulator's agenda until March 2015, industry believes sooner action would aid investor understanding.

  4. Articles

    Variable annuity sales raising concern: Finra official

    Product remains at top of investor complaint list and the self-regulator wants to ensure investors understand what they're getting into.

  5. Articles

    Life insurers turn focus to uncapped indexed annuities

    Advisers and investors need to be fully aware of contract terms to explain nuances, answer client questions.

  6. Articles

    BlackRock raises equity allocation in target date funds

    Changes to LifePath Index come as other providers also have sought to increase equity allocations after retirement.

  7. Articles

    Beware state premium taxes on annuities

    With different rates in different states, these under-the-radar taxes require close scrutiny of annuities contracts to avoid hidden surprises.

  8. Articles

    New annuities offer exposure to equities and downside protection

    New annuities offer uncapped exposure to equities plus downside protection. "It's been a game changer," one exec says.

  9. Articles

    Hartford Financial Services Group names a new CEO

    Insurer Promotes CFO to replace previous CEO following a medical procedure related to a brain tumor.

  10. Articles

    Guaranteed features propel indexed-annuity sales

    With low interest rates providing few fixed-income investment options, broker-dealers see these as a good choice for clients, with more growth potential than CDs.

  11. Articles

    Japan's Dai-ichi Life to buy Protective Life for $5.7 billion

    Protective CEO and management team will remain in place; deal creates 13th-largest global insurer.

  12. Articles

    Life insurers show their hands with new VA filings

    Regulatory filings reveal new living benefits, investment-focused annuities or exchange offers for existing clients.

  13. Articles

    Where to access retirement income now

    Annuities, individual municipal bonds and equities in the pharmaceutical sector hold good prospects for clients seeking retirement income.