Results for "variable annuities"

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Advisers shy away from LTC insurance dialogue: Study

October 20, 2015

Although it's generally understood that evaluating a client's long-term-care needs is an important part of retirement planning, few advisers are using LTC insurance products with clients or having conversations with them about LTC. A new Lincoln...

What advisers need to know about the most complex type of annuity

October 16, 2015

Advisers and insurers alike consider variable annuities with guaranteed benefit riders as the most complex annuity products. Specific characteristics of these annuity contracts can lead to misperceptions among advisers of how the products function,...

Wall Street is now fretting over the threat of another recession

October 8, 2015

The word 'recession' is now being used openly on Wall Street, in case you needed more proof that the U.S. economy is barely moving forward. Frayed nerves on the Street Insurance companies are scrambling to anticipate and then navigate the Fed's...

Jackson National to offer DoubleLine smart beta fund in VAs

October 2, 2015

Smart-beta strategies got their latest seal of approval in the form of a $100 million mandate from Jackson National Life Distributors. The giant insurance provider has added the DoubleLine Shiller Enhanced CAPE Fund (DSENX) to its menu of variable...

IBDs, wirehouses drive second-largest sales quarter for fixed indexed annuities

September 4, 2015

The wirehouse and independent-broker-dealer channels propelled fixed indexed annuities to their second-best quarter of all time, with the insurance products notching $12.6 billion in total sales through June, according to figures published yesterday...

Fidelity throws its weight behind longevity annuities

August 21, 2015

Fidelity Investments is giving its clients a new option for planning for the costs and risk of living longer. The retirement-plan services giant said Thursday it will offer a variety of deferred-income annuities to individual retirement accounts....

How to not get gobbled up when the next bear market arrives

August 14, 2015

Bear markets are an inevitable part of investing. We aren't there yet, but when the next bear rumbles through, here are a few tips for not losing your head. Avoid these investing missteps All eyes are on the growing oil surplus, as the price...

Under regulatory pressure, Voya restricts sales of more variable annuities

July 29, 2015

Voya Financial Advisors has restricted sales of variable annuities for the second time in two months, as the brokerage firm faces increased pressure from regulators questioning the suitability of the products for retirement savers. On Monday,...

Freeing variable annuities from information overload

July 12, 2015

Investment product-marketing materials inevitably come with the warning: Read the prospectus carefully before investing. But do investors really read them? Not many. Do those who read them understand them? Hardly. This reality has gotten regulator...

Support grows for strengthening variable annuity disclosures

July 1, 2015

Securities and Exchange Commission Investor Advocate Rick Fleming added his voice this week to what advocates say is growing support for improving disclosures for variable annuities. In a report to Congress on Tuesday, Mr. Fleming said that...

Perez calls out variable annuities in argument for DOL fiduciary rule

June 24, 2015

When he goes to Capitol Hill and other venues to advocate for a rule that would raise investment-advice standards for retirement accounts, Labor Secretary Thomas Perez uses an anecdote that highlights the dangers of variable annuities. He tells...

Voya restricts variable-annuity sales under regulatory pressure

June 23, 2015

The brokerage firm Voya Financial Advisors revamped its variable-annuity sales policies on Monday, restricting the sale of a popular investment option for retirement planning amid increasing pressure from regulators concerned about the products'...

Latest twist on the annuity hits the market

May 19, 2015

They're having another go at turning your retirement savings into an income stream that will last for the rest of your life. The problem is simple: You don't know how long you'll live, so it's hard to know how fast you can afford to spend your...

Nationwide to pay $8M to settle with SEC over variable annuity mail snafu

May 14, 2015

Nationwide Life Insurance Co. will pay an $8 million penalty to the Securities and Exchange Commission after the agency found that the insurer deliberately delayed receipt of variable annuity and life insurance policy orders, resulting in a...

Time may have come to eliminate sales incentives in the annuities business

May 7, 2015

Even as fiduciary duty becomes a common phrase in the parlance of financial advisers, insurance agents are still offered gold watches and other incentives for annuity sales. Sen. Elizabeth Warren, D-Mass., brought the issue of incentives in...

Spring variable annuity prospectuses and updates are here

April 30, 2015

It's almost May, and annuity geeks know what that means: the new variable annuity contract filings are here. In preparation for spring product releases, life insurers spend the first quarter posting new variable annuity contracts with the Securities...

Transamerica offers legacy variable annuity clients a buyout

March 5, 2015

Transamerica Life Insurance Co. recently unveiled a new variable annuity buyout program, offering a slice of its client base a lump sum payout in exchange for surrendering an existing VA contract. The insurer announced the rollout of its Alternative...

The leading variable annuities with living benefits

February 22, 2015

Carrier Benefit 65 Year old with a 10 year waiting period (first withdrawal at age 75) Roll-Up info Step-up info Applicable Withdrawal Percentage Annual Withdrawal Amount Current Fee Amount Fixed % Increase Simple/ Compound Highest Anniv. Value...

Raft of new annuity products has broker-dealers scrambling to train reps

February 22, 2015

A raft of new offerings and changing needs for retirement income are spurring broker-dealers to tweak their product training seminars for advisers. It wasn't that long ago that variable annuities were a favorite among representatives. Clients...

Deferred-income annuities grab spotlight from traditional variable annuities

February 22, 2015

The lowly deferred-income annuity is finally getting its moment in the sun, as well as in clients' retirement income plans. Deferred-income annuities started as a variation of the single-premium immediate annuity (SPIA), using a similar concept:...

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