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Don’t Compare Annuities to Unlike Products

Andrea Coombes talks about the “3 annuity mistakes to avoid” in her article for Marketwatch from The Wall Street Journal.  Misunderstandings from advisors and investors alike keep them from using annuity products in their retirement planning.  Deferred and immediate annuities can really be a great …

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Even With A 401k Annuity, Most Have to Work Until 70

Around half of Americans should be prepared to work until they are 70 years old, according to BankRate’s article “Are you ready to work to 70?”  Jennie L. Phipps says that Boston College’s Center for Retirement Research determined this age by calculating the retirement readiness …

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Advisory Variable Annuity From Wells Fargo

Four insurance companies will be offering the new Advisory Variable Annuity from Wells Fargo.  According to a MarketWatch press release, Allianz Life, Lincoln Financial, Nationwide, and Pacific Life are all going to distribute Wells Fargo Advisors’ newest product.  The Advisory Variable Annuity is part of …

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Compare Variable Annuities with Annuity Intelligence Tool

A new tool for analyzing variable annuities has been all over the financial news this week.  Morningstar Inc. just released a new online tool called Morningstar Annuity Intelligence.  According to Financial Advisor’s “Morningstar Launches Annuity Tool,” by Eric Rasmussen, this tool offers a simple way …

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