Though variable annuity sales continue to be dominated by a few big companies, lower-profile carriers may seek opportunities in product innovation and new distribution channels.
Thirst for immediate gratification can take six-figure toll in retirement
Homeowners in high-tax states likely to be snared by $17K cap; 'another layer of complexity'
Think tank projects tax hike of $3,500 per household
Mitt Romney used a little-discussed estate planning tool to shovel $100M to his heirs tax free — and lower what he paid to the IRS. Here's how it works.
A looming retirement crisis prompts a rethink about DB and DC models
New York Life going where other carriers fear to tread; risk management key
Creates new tools to help advisers better explain variable annuities to clients; many B-Ds seeing falloff in business
Longer life expectancy, coupled with unisex policy pricing, boosts the value proposition for female clients