“Charitable gift annuities are the gifts that keep on giving,” according to Stan Haithcock in an article for Marketwatch.(1) Gift annuities are much like the typical annuity product that a person may be familiar with. They work in a similar way to single premium immediate …
U.S. workers are concerned that they will run out of money in retirement, and for good reason. The Insured Retirement Institute asked Baby Boomers if they were confident that they would have enough money to carry them through retirement and only 27% answered that they …
First quarter annuity sales indicate that 2015 could be a good year for annuity products. This information comes from Learn Bonds’ “Q1 Annuity Sales Reports Indicate Positive Growth.” After last year’s record breaking annuity sales, the annuity industry might continue along the same path this …
U.S. Senator Elizabeth Warren recently questioned the ethics of annuity sales by sending letters to fifteen of the top annuity providers. Her concern lies with the incentives offered to insurance agents for selling annuity contracts. She is calling for a rule that ensures retirement advisors …
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