Early responses to a new direct-to-consumer (D2C) annuity pilot program in Arizona reveal that buyers want to talk to someone – or something – before committing to a long-term retirement investment.
Envestnet, Inc. (NYSE: ENV), a provider of intelligent systems for wealth management and financial wellness, announced on Wednesday it has expanded its Variable Annuity Program to become the Envestnet ...
The Vanguard Group is well-known for providing low-cost investment options to investors. For those considering annuities, costs are an important factor, because many annuities have draconian fees that ...
Income earned in 2016 from the sale of annuities at bank holding companies rose 2.3 percent to $3.22 billion compared with 2015 as more large banks increased annuity programs, new research found. The ...
Private placement life insurance and annuity programs, commonly referred to as PPLI, have quickly become a favorite strategy among ultra-wealthy investors seeking greater tax efficiency within ...
The Escambia County Commission will seek outside financial expertise to determine whether the lucrative retirement plan in which three commissioners are enrolled is legal. After months of discussion — ...
Pacific Life Insurance Company has added a suite of variable annuities as a funding option for its Pacific Life Individual(k) Program. Both annuities and mutual funds can be used to pursue investment ...
Individual circumstances determine whether an annuity is right for an individual, how much of their assets should be annuitized and which type of annuity is best. The retirement plan industry is ...
Between November and March, hedging programs at variable annuity firms supported 94% of their guarantees, up from 93% in the prior period, Milliman said. Given the favorable experience of hedging ...
Just before Easter, and (ahem) while some of us were travelling, the Brookings Institute hosted a panel on the topic, "Can retirement plans provide safe income?" for which the video and transcript are ...