Waiting on the Fed

'The long end of the curve will stay stable but the front end of the curve will go up, so that we’ll have eventually have 2.5% at the short end and a long end between 2.5% and 3%,' predicted a BNP Paribas managing director recently. (Pictured: Janet Yellen.)

Better than Throwing Darts

'We have all these insurance agents selling billions of dollars of fixed indexed annuities. But they have few clues about how the crediting rates have performed,'' says Kent Jacquay. With his Indexalyzer software, he proposes a solution.

A New Kind of Income Annuity

Achaean Financial and Ash Brokerage, a large Fort Wayne, Ind., BGA, are partnering on a potential retirement game-changer: Achaean's immediate indexed income annuity, couched in Ash's JourneyGuide planning software. The underwriter has yet to be named.

These Hedges (Probably) Won’t Clip You

Listen to an actuary who put $50k into a five-year indexed variable annuity four years ago as an alternative to CDs. We explain how IVAs are priced, and we tell you how his investment has fared so far.
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Jackson National Has a Growing Share of a Shrinking VA Market

Historically, third-quarter sales have been soft for variable annuities. Declines from the second quarter have occurred in each of the last ten years and declines from the previous third quarter have occurred in each of the last four years.

Why Roofers Retire Earlier than Professors

To learn more about the link between physically demanding jobs and early retirement, researchers at the Center for Retirement Research developed a “Susceptibility Index” that assigns ratings to different occupations.
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