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Vanguard to Transition Administration of Variable Annuity Offering to Transamerica

Managing Director of Vanguard's Retail Investor Group, who noted that the company will work closely with Transamerica to ensure a seamless transition for current annuity holders. "Transamerica is ... read more

2019 Board of Directors - SAFE (Society for Annuity Facts & Education)

Stout, Managing Director of NelsonWells ... its primary objective to better educate the public and other centers of influence of the value and attributes that annuity products add to American's ... read more

Don't Like Annuities? You'll Like Them Even Less When Your Client Dies

One of the first complications after death can be in valuing an annuity for estate tax purposes. Be sure to include any death benefit a contract may pay out in addition to the cash value, Kitces told ... read more

How advisors can recommend a life insurance policy in their client's best interest

It will apply to annuity recommendations as of August 2019, and it will cover life insurance transactions as of February 2020. "It's the gold standard," said Birny Birnbaum, executive director of the ... read more

15 Mistakes Even Smart People Make in Retirement

Volatility in the stock market can affect your savings — as can your current expenses and future needs, said Jim Poolman, executive director of the Indexed Annuity ... when the value of your ... read more

Taming The Inflation Risk In Annuity Payouts

Research by Morningstar’s director of retirement research ... may well justify the inflation risk associated with the fixed annuity. - An affluent individual has purchased cash value life insurance, ... read more

It’s A Fixed Annuity World And Distributors Just Live In It

Fixed annuities led the way, said Todd Giesing, director, Annuity Research, LIMRA Secure Retirement Institute ... That’s made it difficult for manufacturers to have the value proposition within their ... read more

Conning--U.S. Life-Annuity Industry Reorganizes to Create Value

Jan. 7, 2019 /PRNewswire/ -- The U.S. Life-Annuity industry has been redefining itself to respond to pressures and build value, according to a new study ... the recession of 2008," said Terence Martin ... read more

Annuity rates set to grow in 2019

The pensions technical director at the pension provider told ... "It is clear some people still value the security and certainty of income which only an annuity can provide." Mr Tully explained that ... read more

2019 Board of Directors - SAFE (Society for Annuity Facts & Education)

Stout, Managing Director of NelsonWells ... its primary objective to better educate the public and other centers of influence of the value and attributes that annuity products add to American's ... read more

1Q Annuity Sales Up 38% Year Over Year, LIMRA Reports

“This is the strongest start for fixed annuities ever,” said Todd Giesing, annuity research director, LIMRA Secure Retirement Institute ... Sales of fixed-rate deferred annuities, (Book Value and MVA) ... read more

Advisors need to know the pros and cons of annuities

Even taxes are key considerations when an annuity is in the mix. "It's less of a transactional business," said Jessica Rorar, a certified financial planner and director of investments ... Rather, it's ... read more
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