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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 …

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Weigh Tax Benefits of Annuities & Life Insurance

The basic purposes for annuities and life insurance are straightforward; the first offers a steady stream of income in retirement and the second pays death benefits to your heirs to help them survive after you are no longer around.  But according to Paul Sullivan of …

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Changes Ahead for Variable Annuity Market

The title of this article, “Variable Annuity Outlook 2013: Tough Road Ahead,” seems to say it all.  But there is more than meets the eye for variable annuities next year and you need to delve into the industry to really see what is ahead.  Advisor …

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Variable Annuities: Who has the most & best options?

According to Investment Weekly News, the Monument Advisor variable annuity from Jefferson National has the most Five-Star Morningstar Rating subaccounts.  Their flat-insurance fee variable annuities offer over 175 tax-deferred investment options with 50 of those having a Five-Star Morningstar Rating.  Jefferson’s closest competitors are Schwab’s …

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