Video: Income ‘Roundtable’ at The American College

Retirement income sources, including annuities, reverse mortgages, Social Security and LTCI, were topics of this two-hour seminar from the Retirement Income Certified Professional program at The American College. (Above: Curtis Cloke, Richard Weber and David Littell.)

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.

MetLife To Let VA Liabilities Go

Whether MetLife can or will avoid designation as a Systemically Important Financial Institution is uncertain, but it is clear "that MetLife will no longer write new U.S. retail life and annuity business—a significant strategic shift for the firm," said Fitch Ratings.

Do In-Plan Annuities Have a Future?

The latest evidence of the opinions of plan sponsors and plan providers on this topic comes to us via the “2015 Survey of Defined Contribution Viewpoints,” produced by Rocaton Investment Advisors. The article contains a link to the survey results.