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 ...
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 ...
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 ...
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 — ...
Escambia County Clerk of Court and Comptroller Pam Childers sent a letter to the County Commission on Friday stating that in January, she would end all contribution payments for the three ...
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 ...
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 ...
Q: Dear Rick: An annuity I purchased 10 years ago is maturing. I don’t need this money and I just want to keep it in an annuity. Currently, I have a fixed annuity and I plan to switch it into a ...
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 ...
rates that don’t even keep up with inflation, charitable gift annuities -- with guaranteed returns that sometimes reach double digits -- look like good investments for donors. For some colleges, too ...
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