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What is an Investment Strategy?

Pre-defined asset allocation models for variable annuities are appropriate for investors who do not want to actively manage their annuity sub-account portfolio, for lack of time, experience or confidence. If you decide to use a pre-defined asset allocation model, consider your age, estimated time until retirement, current financial stability, and tolerance for market volatility when selecting a risk profile (such as conservative, aggressive, etc.).

 

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FROM OUR BLOG

The Hartford Transfers Pension Liabilities to Annuity

Yesterday, Hartford Financial Services Group Inc. announced that it will purchase a group annuity contract from Prudential Financial,  transferring $1.6 …

Retirement Literacy Study Confirms Lack of Knowledge

In an effort to study the retirement literacy of American adults nearing or in retirement, the American College of Financial …

Ohio National Launches Innovative Annuity Rider

In an effort to address both inflation and longevity, Ohio National has launched a new fixed indexed annuity (FIA) guaranteed …

State Regulators Consider Changes to Annuity Sales Standards

After the implementation of the DOL fiduciary rule earlier this month, state insurance regulators are starting to evaluate annuity sales …

ARTICLES & GUIDES

Don’t Sell Because the Stock Market is Weakening

Out of the blue, the stock market has started to look shaky. Market volatility, of course, is common, but in…

Should You Worry That the Stock Market Keeps Setting Records?

This is a good time to review your total investment portfolio, whether you own annuities or not. If you’re an average…

We haven’t had a bear market in years, but one is coming at some point – it always does – and it is a bear market, in particular, that challenges investor confidence. As the market keeps declining, investors tend to worry whether it will ever end. It is a particularly nerve-racking experience for retirees living on fixed incomes.

The Downside of Holding a Concentrated Position

Most investors know a diversified portfolio makes great sense. It won’t produce a grand slam homerun, but it always…

Financial Freedom text on paper sheet with magnifying glass on chart mobile phone,compass, pen, on wooden table - business, banking, finance and investment concept

Another Advantage of Annuities: You Can Be More Aggressive with Non-Annuity Funds and Fare Better Long-Term

Financial advisor Curtis Cloke learned long ago that one way to sell annuities to wealthy near-retirees is to show them…

Market-Linked CDs – A Retirement Income Supplement That May be Worth Considering

Market-Linked CDs – A Retirement Income Supplement That May be Worth Considering

You may find an MLCD to be a good companion to your fixed annuity, which also has no market exposure and, reflecting the times, pays low interest rates…

Criteria for Evaluating Annuities with High Performing Investment Strategies & Asset Allocation Models

Criteria for Evaluating Annuities with High Performing Investment Strategies & Asset Allocation Models

When evaluating the asset allocation models and investment strategies available through the various variable annuities…

The Wealthier, the Quicker to Sell in a Downturn?

The Wealthier, the Quicker to Sell in a Downturn?

Part of the debate over the Department of Labor’s new fiduciary rule and the related debate over “robo” financial advice…

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