All of the recent fixed indexed annuity news has been in regards to the product’s inclusion in the DOL fiduciary rule. Now that we’ve all adjusted to the surprise of indexed annuities being lumped with variable annuities under the BICE requirements, it’s time to determine …
Retirement planning expert Wade Pfau has spent countless hours researching the different types of retirement income planning tools available. In a recent article for Forbes magazine, “Understanding The Tools In Your Retirement Income Toolbox,” he summarized the important facts about your income choices. Your first …
Back in March, Saybrus Partners, Inc. surveyed a group of financial professionals regarding their expectations about fixed indexed annuity sales for this year. Their expectations were very high, but keep in mind that this survey occurred before indexed annuities were included in the DOL fiduciary …
Annuities are a big business, both for advisors and the insurance companies and other channels who sell them. But just because there is money to be made selling annuity products, it doesn’t negate the benefits that consumers receive from these products as well. In an …
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