AXA Trumpets a Treasury-Linked VA Rider

AXA Equitable Life (and its trademark gorilla) have bounced back from the financial crisis with a novel variable annuity rider that pegs guaranteed accumulation and withdrawal rates to the 10-year Treasury rate, plus one percent.

‘SIMON’ Makes Indexed Annuities Simpler

Originally a platform for distributing structured notes to broker-dealers, SIMON is adding index-linked annuities to its product suite. Prudential is both an investor and, as of today, a product provider.

Annuities and the Charles Schwab Deal

Most of the annuities now on the Charles Schwab and TD Ameritrade platforms are offered by mutual or foreign-owned life insurers. Lincoln Financial is the sole exception.
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A Decade to Remember. Or Not.

The president of PPCA, Inc., and Target Date Solutions looks back at the worst calendar-decade for U.S. stocks since the beginning of the Great Depression, and offers his informed perspective on TDFs.
News

Bernanke Blames Crisis on Regulatory Failure

The Fed's vice chairman, Donald Kohn, added that the fragile economic recovery would “warrant exceptionally low” interest rates “for an extended period.”

And In Comes 2010

I predict that the next decade will be very much like the last one, only more so. Interest rates are my top-of-mind issue.