IMCA magazine focuses on alts
The current issue of 'Investments and Wealth Monitor' includes eight articles about alternative investments, including such strategies and assets as global infrastructure, master limited partnerships...
View ArticleSymetra’s income annuity sales double in 2Q2014
Symetra’s income annuities sales were $89.0 million for the latest quarter, up from $45.5 million in the prior-year quarter, thanks to 'effective selling strategies and a more favorable interest rate...
View ArticleRetirement Income Journal Takes A Vacation
During August, Retirement Income Journal will be published in abbreviated form. We're allocating much of our time this month to improving the website experience and making new information resources...
View ArticleWith so many tools, why are participants still so worried?
A new report from State Street Global Advisors finds little confidence about retirement among U.S., UK and Irish plan participants.
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 ArticleRIJ’s Annual Variable Annuity Review
Every July, RIJ assesses the VA market. This year, we look at the “investment only” or “IO” VA, the structured VA, and the VAs with novel income options. All address the public’s need for growth and...
View ArticleWhat's Your ZIP Code's Annuity Potential?
IAP, a small market research firm, analyzes and compares two giant databases to discover whether a particular ZIP code in the U.S. is saturated with annuity sales, underdeveloped, competitive or...
View ArticleAnatomy of a Success: Elite Access
Jackson National Life's Elite Access variable annuity zoomed from zero to a $1 billion in quarterly sales in less than two years. Using the craze for 'liquid alts' as a hook, it revived the concept of...
View ArticleForethought launches two new FIAs
“With these new offerings, we have combined our experience in the index annuity market with our strong partnerships with broker-dealers and their advisors,” said Paula Nelson, head of Forethought’s...
View ArticleNew report assesses future of ‘liquid alts’
“Alternative assets are expected to grow with robust momentum, and double their share of total mutual fund assets in the next two years,” said Michele Giuditta, associate director at Cerulli, in a...
View ArticleTwo new annuity contracts from Midland National
Owners of the LiveWell VA can reduce their annual separate account annual expenses to 1.15% from 1.35% if they accept a surrender schedule.
View ArticleInequality Reduces GDP: S&P
"At extreme levels, income inequality can harm sustained economic growth over long periods. The U.S. is approaching that threshold," said the Standard & Poor's report.
View ArticleFlight from DC plans could roil Polish markets
Poland created a national mandatory defined contribution plan in 1999. Now the DC plan is optional, and many of the participants of the twelve DC funds are transferring their money to the basic...
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 ArticleRIJ’s Annual Variable Annuity Review
Every July, RIJ assesses the VA market. This year, we look at the “investment only” or “IO” VA, the structured VA, and the VAs with novel income options. All address the public’s need for growth and...
View ArticleWhat's Your ZIP Code's Annuity Potential?
IAP, a small market research firm, analyzes and compares two giant databases to discover whether a particular ZIP code in the U.S. is saturated with annuity sales, underdeveloped, competitive or...
View ArticleAnatomy of a Success: Elite Access
Jackson National Life's Elite Access variable annuity zoomed from zero to a $1 billion in quarterly sales in less than two years. Using the craze for 'liquid alts' as a hook, it revived the concept of...
View ArticleFIA sales could reach $50 bn in 2014: LIMRA
"This is only the second time we have seen quarterly sales over $60 billion since the third quarter of 2011," said Todd Giesing, senior analyst, LIMRA Secure Retirement Institute Annuity Research.
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