Annuity Products That Will Sell
At LIMRA's 2010 Retirement Industry Conference, consultant Timothy Pfeifer identified the deferred and immediate products that he thinks are ideal for insurers, distributors and investors today.
Turning Home Equity into Lifetime Income
A financial planner compares and contrasts three ways to create monthly income for life from a typical reverse mortgage.
Eating the Competition’s Lunch
MetLife’s Retirewise program offers hundreds of brown-bag seminars, like the one depicted in this ad, for 401(k) participants at firms where MetLife isn’t the provider.
Spock-o-nomics at the RIIA Meeting
At the spring meeting of the Retirement Income Industry Association, held at Morningstar Inc. in Chicago, concepts like "stocks for the long run" and "safe withdrawal rate" were out of favor.
Featured
1Q 2010 Equity Performance: An Unconventional Evaluation
Surz, the president of San Clemente, CA-based Target Date Solutions, uses proprietary tools to dissect the first quarter's equity returns.
One Man’s Response to Uncle Sam’s RFI
Joe Bellersen, president of Qualified Annuity Services, Inc., explains how employer plans lost their guaranteed income mojo over the past 30 years, and offers advice on how they might get it back.
News
Insurance M&A at Lowest Level Since 2002
But 'we are already seeing that pent-up demand is driving increased M&A activity in most sectors of the insurance market,' said the director of research at Conning Research and Consulting.
Hartford CEO Comments on VAs Clarified
"Guaranteed income in our view is the emerging business opportunity in the annuity space," said Liam McGee.
‘Graphic Illustrations’ of U.S. Spending via Heritage Foundation
The conservative think tank offers 39 charts on 'runaway federal spending' for free downloading.
MassMutual Retirement Services Offers ‘Virtual Site Visit’
Intended to simulate a visit to MassMutual's Springfield, Mass., headquarters, the virtual tour introduces viewers to the firm's retirement plan services.
Group Urges Investigation of FINRA
'FINRA failed not just in Lehman, but Bear Stearns and AIG as well, yet has not been the subject of any investigative action,' says the Alliance for Economic Stability.
