What Are the Legacy Planning Alternatives to Single Premium Immediate Annuities and Life Insurance?
Life insurance and annuities can be useful tools in your retirement planning. Make sure you have the right strategy for using them.
Recent
Boehly, Diamond Back Firm Focused on Commission-Free Annuities
Finance veterans Todd Boehly and Bob Diamond are backing a startup aimed at a niche part of the sector: insurance and annuities sold through RIAs.
Are Annuities a Good Investment in this Financial Climate?
You need to consider market conditions when selling your annuity, because in theory at least, annuity payments offer long term financial stability.
IRS Issues Private Letter Rulings On Annuity Advisor Fee Proposals
IRS official Rebecca Baxter ruled in all three cases, “the Fees are integral to the operation of the Adviser Contract.”
Weak Relationships Linked To Variable Annuity Surrenders
When a life insurer distributor-policyholder relationship is weak, surrenders are much higher.
What Is An Immediate Annuity?
An immediate annuity is an investment that turns your current retirement savings into future income payments.
Annuity plans by insurers gain traction; should you go for it?
2020 has been a difficult year for many, especially for retirees or those closer to retirement.
