Tell Us What You Really Think

At the LIMRA-Society of Actuaries Retirement Industry Conference in Baltimore last week, Scott Stolz from Raymond James, Greg Jaeck from Edward Jones and Jarrod Fisher from Simplicity Financial Distributors delivered frank opinions about annuities and annuity issuers.

Why Indexed Annuity Sales Are So Strong

Many factors are driving the increase in indexed annuity sales: More manufacturers, better products, more distributors, competitive commissions, aging boomers, and relaxed regulation. But does the bubble contain the seeds of its own deflation?

Lessons from a Living (DC) Experiment

Israel has found that even a mandatory defined contribution system can’t resolve all of the behavioral, economic, or administrative issues that prevent low-income and minority workers from saving for retirement. (Photo: Mahane Yehuda market in Jerusalem.)
Featured

Advisor Survey Provides Mixed News for Annuity Providers

Cogent Research's 2011 Advisor Brandscape survey shows that many advisors sell annuities and are highly loyal to certain variable annuity providers. But on average they don't devote much of their clients' assets to annuities--and don't plan to in the future. At left, Cogent principal John Meunier.
News

The right savings rate? Russell has a rule-of-thumb

Russell Investments recommends that each year a defined contribution plan participant should be saving a percentage of salary equal to 30% of his or her final income replacement rate, net of Social Security income.

The Bucket

Brief or late-breaking items from MassMutual, Genworth Financial, Morningstar, Deutsche Borse and Nationwide Financial.

The Bucket

Brief and late-breaking items from Nationwide Financial