RSS 2.0 Feed
Life Expectancy at 65 in 1940: 12.7 Years. In 2004: 17.2.*
August 18, 2010
* For males. For 2004 data, see "Health, United States, 2008," p. 202.
Growth of $100,000 over 5 Years
June 9, 2010
Source: DCIIA.
Data Connection
“How believable do you normally find statements from people who work at one of these companies?”
May 19, 2010
Based on survey by Harris Interactive.
Share of Household Financial Assets Held in Investment Companies
May 12, 2010
Source: Investment Company Institute and Federal Reserve Board
Top 10 Bank Holding Companies in Annuity Fee Income
April 28, 2010
Source: Michael White-ABIA Bank Annuity Fee Income Report
U.S. Retirement Assets
April 21, 2010
Source: Retirement Income Industry Association, Federal Reserve and Profit Sharing Council of America
Male 65 Annuity Price Index, Group vs Individual
April 14, 2010
Source: Qualified Annuity Services, 2010
Percent of U.S. Tax Units With No Income Tax Liability, 2009
March 31, 2010
Source: Urban-Brookings Tax Policy Center, 2009
Percentage of U.S. Households At Risk of Lower Living Standard in Retirement
March 25, 2010
Source: Center for Retirement Research at Boston College, March 2010.
Private Debt Outstanding, U.S., 1916-2009 (As % of GDP)
March 17, 2010
Source: Reinhard and Rogoff, 2009.
The Superior Returns of an Illiquidity Strategy, 1972-2005
March 10, 2010
Source: Zebra Capital Management, 2008
Interest Rates Targeted by Federal Reserve, Aug 1989 to Aug 2009
February 17, 2010
Source: Federal Reserve and Ricardo Reis, Columbia University
Plan Sponsor Barriers to In-Plan Annuities
February 10, 2010
Source: “Hot Topics in Retirement 2010,” Hewitt Associates. Based on survey of 160 employers.
Variable Annuity Provider Customer Loyalty Ranking
January 27, 2010
Source: Cogent Research Investor Brandscape 2010
Asset Backed Security Issuance 2000-2008
January 20, 2010
Source: JP Morgan Securities Inc. Data as of 10/31/2008
Per Participant Costs for a 100 Participant 401(k) Plan
January 13, 2010
Source: 401k Averages Book, $50K average account balance
The National Retirement Risk Index, 1983-2009
January 6, 2010
Source: Center for Retirement Income at Boston College
Reasons Plan Sponsors Do Not Offer Lifetime Annuities
December 23, 2009
Source: Watson Wyatt 2009 Defined Contribution Plan Trends Report
Factors Explaining Future Federal Spending on Medicare, Medicaid, and Social Security
December 16, 2009
Source: Congressional Budget Office, November 2009
Wealth/Income Ratios by Age
December 2, 2009
Source: Center for Retirement Research at Boston College, November 2009
Total Fixed Annuity Sales Third Quarter 2009
November 25, 2009
Source: Beacon Research Fixed Annuity Premium Study, November 2009
Health Care Spending as Share of After-Tax Income for Older Married Couples, 2000 and 2030
November 11, 2009
Source: Urban Institute
Taiwan’s Population Growth Trends, 1952-2006
October 28, 2009
Source: Accounting Office, Taiwan Statistical Data Book, 2007: 24-25
Which Insurance and Annuity Providers Do Retirement-Oriented Registered Reps Like Best?
October 21, 2009
Source: Brightwork Partners, LLC
The Lions' Share
October 14, 2009
Source: Atkinson, Piketty, and Saez, "Top Incomes in the Long Run of History," NBER Working Paper 15408, October 2009.
Probability of Survival From the Age of 65 in 2045
October 7, 2009
Source: Longevity: The Underlying Driver of Retirement Risk, Society of Actuaries.
Highlights of Principal Financial Survey
September 30, 2009
Source: The Principal Financial Well-Being Index, Third Quarter 2009
Highlights of New Allianz/Harris Poll
September 23, 2009
Source: Allianz Global Investors and Harris Interactive
Top Ten Fixed Annuity Sellers 2Q 2009
September 16, 2009
Source: Beacon Research, Evanston, Illinois
Federal Reserve Assets (Uses of Funds)
September 9, 2009
Source: The Federal Reserve Bank of Atlanta
What Affluent Investors Plan To Do Soon
August 26, 2009
Source: Phoenix Comunications and Brand Analytics, 2009
Indexed Annuity Sales in the Millions
August 19, 2009
Source: Advantage Group Associates, Inc. & AnnuitySpecs.com
Number of Americans Reach Age 65 Every Five Years
August 12, 2009
Source: Arthur C. Nelson adapted from U.S. Census and Woods and Poole Economics (2005)
2008 Top 15 U.S. Broker-Dealers By Advisor Headcount
August 5, 2009
Chart Source: Cerulli Associates
Black Swans: Are they Really Infrequent?
July 22, 2009
Source: “Defined Contributions: What's Next,” PIMCO Institute
What Financial Advisors Worry About
July 15, 2009
Source: Brinker Barometer Results Highlights Second Quarter 2009, Brinker Capital
Top 10 Best-Selling Fixed Annuities Q1 2009
July 8, 2009
Source: Fixed Annuity Premium Study, Beacon Research, Evanston, Illinois
Top Yielding Certificate Type Fixed Annuities
June 29, 2009
Source: www.AnnuityNexus.com, Beacon Research, Evanston, Illinois
Range of Target Date Funds' Stock/Fixed Income Allocations By Target Retirement Year
June 23, 2009
Source: Standard & Poor’s calculations using input from the EDGAR database.
Percentage of House Value That Could Be Borrowed Through Reverse Mortgage at Ages 65, 75, and 85, 1990-2005
June 16, 2009
Source: Center for Retirement Income at Boston College
Top Yielding Certificate Type Fixed Annuities
June 10, 2009
Source: www.AnnuityNexus.com, Beacon Research, Evanston IL
Fixed Annuity Sales 1Q 2009
June 2, 2009
Source: Fixed Annuity Premium Study, Beacon Research, Evanston IL
Q1 2009 Top Writers of Variable Annuities & Fixed Annuities: Ranked by Sales
May 2009
Source: LIMRA International, Inc
