Charles Schwab

New Variable Annuities from Charles Schwab

Charles Schwab recently teamed up with Protective Life Insurance Company to launch two new variable annuity products. The Schwab Genesis Variable Annuity will be offered directly to Schwab clients, while the Schwab Genesis Advisory Variable Annuity will be available through independent RIAs. According to a recent ThinkAdvisor article, both products have base annuity fees of 40% to 75% below the industry average.SGVA boasts a total variable account annual expense of 0.45%, excluding optional... Read More

More No-Load Annuities to Come

A big concern for annuity naysayers is the lack of liquidity with some annuity products.  While the money put into an annuity is actually good left there as insurance that you will have lifetime income, I appreciate the fact that some people just want access to their money no matter what.  In Stan Haithcock's Marketwatch article, "Fee-killing no-load annuities are pro consumer," he talks about the consumer benefits of no-load annuities and the new trend pointing towards more of these... Read More

Look at the Schwab Retirement Income Variable Annuity

Pacific Life Insurance Company has issued a new variable annuity product that will only be sold through Charles Schwab.  This new product is expanding the already present relationship between the two companies, who already offer a single-premium immediate fixed annuity, the Pacific Income Provider.  Their newest venture is simply called the Schwab Retirement Income Variable Annuity.  Through a Business Wire press release, Pacific Life says that this variable annuity is focused on offering... Read More

Advisors Help With 401k Annuities & Rollovers

According to a recent survey, investors are quite uncertain with the retirement issues surrounding them and could use more help from advisors.  Danielle Andrus of Advisor One says that many people are not happy with the support offered from their employer's retirement plan in her article "Unsatisfied and Uncertain--Investors Need Advisors' Help: Retirement Report Roundup."  Cogent Research's study of investors found that more than half were unhappy with their current situation and need... Read More

Immediate Annuities: Best Kept Secret

On The Huffington Post, Dan Solin writes that immediate annuities are a less publicized yet suitable investment for retirees or those about to retire. He cites evidence that people who invest in an immediate annuity as part of their retirement portfolio are less likely to outlive their savings, a big concern for baby boomers.Several companies offer immediate annuities, including:Vanguard Fidelity Charles Schwab TIAA-CREFWhile these products can be appropriate for many... Read More

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