Pfau's new book shows the benefits of replacing bonds with annuities for less risk and more income in retirement.
A fee-only adviser in Philadelphia used 'medically underwritten' or impaired annuities from Mutual of Omaha to increase the retirement incomes of older, single men in declining health.
This case study from Securities America uses life insurance to help a 'constrained' mass-affluent retired couple protect the surviving spouse from a partial loss of pension and Social Security income.
This bulletin, written by attorneys at the DrinkerBiddle law firm, interprets the DOL's latest Field Assistance Bulletin regarding the likely delay in the applicability date of the fiduciary rule.
Advisors who recommend the purchase of a no-commission FIA should split the yield advantage more or less evenly with the client. As a fiduciary, how could the advisor justify doing anything less?
The AIG Companies are among the largest issuers of fixed and variable annuities, with $13.6 billion in total annuities sales through the first three-quarters of 2016.
'In view of realized and expected labor market conditions and inflation, the Committee decided to raise the target range for the federal funds rate to 0.75% to 1%,' said a March 15 Federal Reserve press release.
Brief or late-breaking items from Voya Financial, The Retirement Equity Laboratory at the New School, and Kehrer-Bielan consultants.