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.
At the LIMRA-Society of Actuaries Retirement Industry Conference in Baltimore last week, Scott Stolz from Raymond James, Greg Jaeck from Edward Jones and Jarrod Fisher from Simplicity Financial Distributors delivered frank opinions about annuities and annuity issuers.
Many factors are driving the increase in indexed annuity sales: More manufacturers, better products, more distributors, competitive commissions, aging boomers, and relaxed regulation. But does the bubble contain the seeds of its own deflation?
Israel has found that even a mandatory defined contribution system can’t resolve all of the behavioral, economic, or administrative issues that prevent low-income and minority workers from saving for retirement. (Photo: Mahane Yehuda market in Jerusalem.)
Surz, the president of San Clemente, CA-based Target Date Solutions, uses proprietary tools to dissect the first quarter's equity returns.
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.
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.
"Guaranteed income in our view is the emerging business opportunity in the annuity space," said Liam McGee.
The conservative think tank offers 39 charts on 'runaway federal spending' for free downloading.
Intended to simulate a visit to MassMutual's Springfield, Mass., headquarters, the virtual tour introduces viewers to the firm's retirement plan services.
'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.