With different rates in different states, these under-the-radar taxes require close scrutiny of annuities contracts to avoid hidden surprises.
New annuities offer uncapped exposure to equities plus downside protection. "It's been a game changer," one exec says.
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.
The new addition is aimed at bolstering the firm's resources to help advisers with retirement income strategies/
Money manager turns focus to retirement income, distribution vs. accumulation.
Viewing workers' retirement savings in the context of their full financial picture may be the next frontier for retirement plan services.
Regulatory filings reveal new living benefits, investment-focused annuities or exchange offers for existing clients.
Decisions to moderate sales volume in recent years has caused changes for the bigger players
Tool will enable IRI member firms to project how much retirees will spend on health care.
Building Social Security benefits into your clients' retirement income plans? You might want to think again. Mary Beth Franklin on the "ugly truth" of what's eating that income.
As deadline for federal insurance looms, advisers report mixed results
Former AIG Life and Retirement executive to oversee nonfinancial operations at alternative investment shop.
Insurer offers voluntary lump-sum payments to about 13,500 workers who have left the company and haven't yet started receiving pension payments.
Analyst forecasts share repurchase of $1.05 billion, debt paydown of $350 million.
Popular products promise guaranteed 2% interest – beating returns for certificates of deposit
Even after 54% drop in VA sales over the last year, the carrier is optimistic about sales with new mix of products.
A new report offers a look into the popularity behind indexed and structured product annuities
Lincoln National's variable annuity deposits hit $3.4 billion at the life insurer during the third quarter, reflecting a 56% increase from the year-ago period, but execs want to shift more to contracts without living benefits.
