An Industry Haunted by Its Own History

The ghost of demutualization haunts much of the annuity industry today. But that topic was not on the agenda of the annual LIMRA conference in New York earlier this week (Photo: Former FBI director James Comey, the keynote speaker at the conference).
Anecdotal Evidence

What’s Up, Doc Huffman?

Ohio National Life's withdrawal from the annuity business continues to rile advisors and broker-dealers who carry a lot of the insurer's rich old living benefit products on their books--and say they're being deprived of due compensation.
Guest Column

Expect a Rocky Return to ‘Normal Valuations’

The Fed's ability to fight the next economic downturn with monetary policy and the federal government's ability to fight it with fiscal policy will both be limited, writes our guest columnist.

Managed wealth exceeds $46 trillion in US: Cerulli

'As asset managers look to the future of product development and strategy, they should carefully evaluate... the increased demand for low-cost index options, fee pressure, and commoditization,' a Cerulli analyst said.


October 25, 2018

Which Annuities Pay Out the Most?

The answer depends on whether your clients want income to start now or in five years or 10 years. Indexed annuities offer the highest minimum income guarantees, if you can wait 10 years for...
October 19, 2018

Will Fee-Only Advisors Warm to Annuities?

At the National Association of Personal Financial Planners' meeting in Philadelphia this week, Wade Pfau of The American College and David Lau of DPL Financial Planners urged fee-only advisors to mix annuities and investments...
October 11, 2018

Meet the Dare-Devils Who Own Annuities

In an elaborate media event to launch the Alliance for Lifetime Income, a jet-car driver, a shark wrangler, and four C-level life insurance company executives gathered in and around Times Square Oct. 4. The...