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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

Changes to Indexed-Annuity Sales Ahead of DOL Rule

As the implementation date of the new Labor Department fiduciary rule approaches, several brokerage firms are changing how they handle …

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New Variable Annuities from Principal

In an effort to give clients more flexibility and choices in retirement planning, Principal Financial Group has extended its variable …

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Why Ken Fisher Is Wrong About Annuities

You may have heard about Ken Fisher, the wealthy chairman and CEO of Fisher Investments, and man who constantly rails …

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Deciding Between a Lump Sum or an Annuity? Read This First

A recent study has discovered that retirees who opt to take a lump sum instead of a guaranteed monthly annuity …

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ARTICLES & GUIDES

Market-Linked CDs – A Retirement Income Supplement That May be Worth Considering

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

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…

The Wealthier, the Quicker to Sell in a Downturn?

The Wealthier, the Quicker to Sell in a Downturn?

Part of the debate over the Department of Labor’s new fiduciary rule and the related debate over “robo” financial advice…

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