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Lincoln’s Variable Annuity Innovation

According to a press release from State Street Global Advisors, they will now be working closely with Lincoln Financial Group’s variable life and annuity business.  In “State Street Global Advisors Expands Innovation within Lincoln Financial Group’s Variable Life and Annuity Solutions,” we learn that the …

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Variable Annuity Sales Help Prudential

Prudential Financial Inc. and Jackson National Life Insurance Company have seen a large increase in their variable annuity sales through banks.  Prudential has seen the majority of their overall growth come from new channels of distribution, rather than their past sales channels.  Their second quarter …

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Variable Annuity Tax Benefits

Tax efficiency is becoming more important than ever and a new low-cost variable annuity product just may be the way to get your clients the best tax savings, according to Investment Advisor’s Joyce Hanson.  In her article “Jefferson National White Paper Says Variable Annuities Offer …

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Immediate Annuities for Retirement

In Money Magazine’s Ask the Expert section, Walter Updegrave advises a couple to “Bridge income gaps with an annuity.”  While they asked him how much of the husband’s 401k should be transferred to an annuity, there wasn’t quite an easy answer for that since everyone’s …

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