An annuity is a contract with an insurance company that pays out regular monthly payments, guaranteed for life, in exchange …
What is an Investment Strategy?
Pre-defined asset allocation models for variable annuities are appropriate for investors who do not want to actively manage their annuity sub-account portfolio, for lack of time, experience or confidence. If you decide to use a pre-defined asset allocation model, consider your age, estimated time until retirement, current financial stability, and tolerance for market volatility when selecting a risk profile (such as conservative, aggressive, etc.).
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FROM OUR BLOG
The 3rd Annual Guaranteed Lifetime Income Study, completed recently by Greenwald & Associates and Cannex, has given some valuable insights …
On March 17, EQDerivatives will honor this year’s Annuity Innovator of the Year at an award ceremony in New York …
ARTICLES & GUIDES
Market-Linked CDs – A Retirement Income Supplement That May be Worth Considering
You may find an MLCD to be a good companion to your fixed annuity, which also has no market exposure and, reflecting the times, pays low interest rates…
Criteria for Evaluating Annuities with High Performing Investment Strategies & Asset Allocation Models
When evaluating the asset allocation models and investment strategies available through the various variable annuities…