QLACs Take Flight, But Will They Soar?

Taxable distributions from qualified longevity annuity contracts can be deferred until as late as age 85. But how popular will they be, and will they be used for longevity risk protection or as a tax strategy?

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.)
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RetirePreneur: Sheryl J. Moore

The founder of Moore Market Intelligence and Wink, Ms. Moore has established herself as one of the most widely respected, quoted and enthusiastic authorities on fixed indexed annuities.
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