Late last month, I wrote a blog about Bob Carlson’s article comparing bonds to immediate annuities. While Carlson concluded that the annuity products are likely a better choice than the bonds, the National Association for Fixed Annuities (NAFA) thought that more information was necessary. NAFA …
Annuity inflows were up just over 1% in May, despite the fact that overall annuity activity has gone down in the past year. This information comes from Financial Planning’s “Annuity Inflows Increase, Overall Activity Declines,” by Ann Marsh. The Depository Trust & Clearing Corporation released …
I just read a very real review of variable annuities with living benefits from the AARP. In Jane Bryant Quinn’s article “Buying Your Own Pension,” she says that while these variable annuities can be costly, they can also be worth the wealth of benefits which …
UPDATED JUNE 14, 2013 Last year, this blog discussed FINRA’s new suitability guidelines taking effect in the United States. These coincide with NAIC suitability guidelines in working to protect consumers from unethical sales of annuities. Minnesota is the latest state to adopt these guidelines, according …
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