Ameritas Launches First Annuity Connected to New S&P Index
A new indexed annuity from Ameritas Life Insurance Corp. was recently launched, tracking four indices including the new uncapped S&P …
Annuity FYI’s Variable Annuity Cautions — Read Before You Invest!
Annuity Caution #7: Variable Annuity Rider Buy Backs
Recently, annuity-owners of variable annuities with riders from insurance companies, such as Axa Equitable and The Hartford, have been contacted by their insurance company issuer. The offer is in writing, and sometimes followed up with a phone call, with offers to pay the annuity-owner a one-time lump sum to relinquish (void) some of the initial riders with guarantees, benefits that rely on the insurance company to pay them. Is the lump sum better or the long-term guarantee? Read this before you invest!
Annuity Caution #6: L-Share / Short Surrender Annuities
Be cautious about purchasing a variable annuity with a shortened (3-4 year) surrender period. They could cost you more. Read this before you invest!
Annuity Caution #3: Variable Annuity Transfers
Are you considering a replacement of your current variable annuity with another? Read this before you transfer!
Annuity Caution #2: FINRA Broker Lookup
Prior to purchasing an annuity, look up your financial advisor on FINRA’s website to see if he or she has any complaints on file or a criminal background. Read this before you invest!
Annuity Caution #1: Pre-Purchase Annuity Checklist
Prior to purchasing a variable you should consider the information below. Read this before you invest!
ANNUITY WARNINGS
LIMRA Study Shows Younger Investors Interested in Annuities
According to a recent article in PLANSPONSOR magazine, research has shown that individuals who are most likely to be interested …
3rd Quarter Report: Fixed Annuity Sales Continue to Rise
Sales of non-variable annuities continue to rise as recently reported in the latest Wink’s Sales & Market Report. According to …
New Fixed Index Annuity Boasts Flexible Liquidity
According to a recent press release, North American Company for Life and Health Insurance has just launched a new fixed …
Charitable Gift Annuities Offer Win-Win for Many Retirees
Under the new tax law, many investors are finding that donor-advised funds and qualified charitable distributions are the best option …
Structured Settlements and the Incentives That Complicate Them
Every year, thousands of individuals are involved in accidents that require years of medical care, often funded by a lump-sum …
ARTICLES & GUIDES
Ameritas Launches First Annuity Connected to New S&P Index
A new indexed annuity from Ameritas Life Insurance Corp. was recently launched, tracking four
LIMRA Study Shows Younger Investors Interested in Annuities
According to a recent article in PLANSPONSOR magazine, research has shown that individuals who are
3rd Quarter Report: Fixed Annuity Sales Continue to Rise
Sales of non-variable annuities continue to rise as recently reported in the latest Wink’s Sales
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