Overcoming Hurdles in the Variable Annuity Race
Prudential and AXA have remained among the perennial leaders of the variable annuity space by patiently tweaking existing products and exploiting niche opportunities.
View ArticleWhat to Do About Low Returns
The anticipated low return environment doesn't have to ruin your retirement plans, according to industry and academic speakers at the Pension Research Council's annual symposium, held May 4-5 at...
View ArticleFiduciary Rule Hurts First Quarter Annuity Sales
Sales of certain fixed annuities were lifted by the recent uptick in the Fed's benchmark interest rate, but sales of variable and indexed annuities were depressed in the first quarter of 2017 by...
View ArticleDeregulators Must Follow the Law, So Regulators Will Too
'The Labor Department has concluded that it is necessary to seek additional public input on the entire Fiduciary Rule,' wrote the Labor Secretary this week,' but added that he sees 'no principled...
View ArticleIndexed annuity sales fall in first quarter: Wink
New York Life was the overall top seller of non-variable deferred annuities, with a market share of 9.6%. Allianz Life retained its top ranking in indexed annuity sales with a market share of 13.1%.
View ArticleETFs and alternatives offer hope amid soft variable annuity sales
Despite the negative effect of the DOL fiduciary rule on VA sales to rollover IRA clients, “VAs will still represent an area of opportunity for liquid alternative asset managers,” said a new report...
View ArticleHigh-profile dealmakers acquire Fidelity & Guaranty Life
Harbinger Group sells indexed annuity issuer FGL to Chinh Chu and William P. Foley II.
View ArticleDanes reject six-month increase in retirement age
Danes born between 1956 and 1962 are entitled to receive a state pension at the age of 67. Under the plan that has now been dropped, this age would have increased to 67.5 years.
View ArticleBogoian to lead product development at Prudential Annuities
Bogoian joins Prudential from Voya Financial (the former ING U.S.), where she was senior vice president of Retirement Products.
View ArticleDo Rollover IRAs Contain Pension Money?
The Labor Secretary did little this week to dispel the annuity industry's uncertainty about the future of the fiduciary rule. Neither did he demonstrate that he understands what the fight over the...
View ArticleFinancial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
View ArticleSocial Security Maximizer
The Social Security Maximizer is an integral tool for a retirement planner's comprehensive financial planning calculations.
View ArticleOvercoming Hurdles in the Variable Annuity Race
Prudential and AXA have remained among the perennial leaders of the variable annuity space by patiently tweaking existing products and exploiting niche opportunities.
View ArticleWhat to Do About Low Returns
The anticipated low return environment doesn't have to ruin your retirement plans, according to industry and academic speakers at the Pension Research Council's annual symposium, held May 4-5 at...
View ArticleFiduciary Rule Hurts First Quarter Annuity Sales
Sales of certain fixed annuities were lifted by the recent uptick in the Fed's benchmark interest rate, but sales of variable and indexed annuities were depressed in the first quarter of 2017 by...
View ArticleComplex Annuities for a Complex Era
Indexed variable annuities (IVAs) offer a potential solution for paralyzed clients—perhaps for those who feel baffled by a market where both bond and stock prices are at all-time highs. Allianz Life...
View ArticleA New Book from PIMCO's Stacy Schaus
If you don’t know Ms. Schaus, you must be new around here. She’s an EVP at PIMCO, the head of its defined contribution practice and the voice of its thought leadership in that area. Her new book on DC...
View ArticleLife/health insurers see net quarterly operating income more the double
Bonds remains the industry's top invested asset class, but the proportion held in bonds declined as more money was invested in mortgage loans, which made up more than 11% of invested assets at the end...
View ArticleLincoln Financial’s new VA income rider offers rich benefits—with a catch
There are 51 investment subaccounts, 25 asset allocation options and five asset allocation models. Within certain restrictions, the equity allocation can be as high as 80%.
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