At the RIA Dance, Annuities Look for Partners
Nationwide Advisory Services and Great American announced moves this week aimed at making their fee-based annuities attractive and accessible to Registered Investment Advisors.
Anecdotal Evidence
Investors Flocked to Money Funds in August
August also saw the value of passive U.S. equity funds surpass the value of U.S. actively managed equity funds by about $25 billion ($4.271 trillion vs. $4.246 trillion), according to Morningstar's latest fund flows report.
Ratings Game
More up ratings than down among U.S. insurers: AM Best
AM Best cited an improvement in risk-adjusted capitalization stemming from the Tax Cut and Jobs Act, a modest increase in interest rates in 2018, and expense reductions.
Estate Planning j Tool
A VA Rider Designed for Inheritances
Wealth Pass, a new Lincoln Financial variable annuity rider, makes it easy for IRA or VA beneficiaries to spread inheritances over their life expectancies.
Vantis Life to sell fixed annuities direct to the public
The two direct-sold products are the TaxSaver Freedom ROP and TaxSaver Freedom MYGA. Vantis Life is a unit of Penn Mutual Life.
COVER STORIES YOU MAY HAVE MISSED
September 12, 2019
Taxes in Retirement: Front-Load or Back-Load?
Here are two ways a retired couple with a $1 million IRA might manage taxes: By either minimizing or maximizing them in the first 10 years of retirement. Zach Parker of Securities demonstrates.
September 5, 2019
Be a ‘Succession Planter’ of Lifetime Income
Here's an income plan for a hypothetical 65-year-old couple with $1.6 million in savings, a real income goal of $8,000/mo. in retirement, and a legacy goal of $1.5 million.
August 22, 2019
A Second Structured Annuity Offers Income
CUNA Mutual Group invades Allianz Life airspace by launching 'Zone Income Annuity.' It's the only structured index annuity besides Allianz Life's Index Advantage Income to offer a lifetime income option. The two contracts differ...
