The Insurance Marketplace Standards Association has used the cooperative environment to implement new standards for the sales and marketing of EIAs and other annuities
are offered by life insurance companies but operate as retirement accounts.
are a powerful tool in Medicaid planning.
ii) If the bank refers a consumer to a seller of insurance products or annuities
and the bank has a contractual arrangement to receive commissions or fees derived from the sale of an insurance product or annuity resulting from that referral; or
Research Shows Retirees and Near-Retirees Can Benefit from Fixed Annuities
But Most Do Not Own, Know About or Understand Fixed Annuity Products
With those thoughts in mind, Best's Review asked four experienced advisers for their insights about retirement planning in general and use of annuities
For most CPAs, the basics of annuities
are learned in their first accounting class.
are personal retirement vehicles that allow the owner to accumulate money in tax-deferred investment accounts and also to withdraw funds before his or her death.
are traditionally the province of insurance companies, there are situations in which private annuities
(that is, annuities
made between two individuals) make good tax sense.
Jackson National Life Insurance Company([R]) (Jackson(SM)) surpassed $11 billion in total retail and institutional sales in 2006, up nearly 21 percent over 2005, due to record sales of variable annuities
Due to their higher expense and complexity, annuities
often receive bad press.
Along with versatility, your client can exchange a variety of assets like Cash, Securities, Real Estate, CDs or Commercial Annuities
for a guaranteed lifetime income.
Whether fixed or variable, annuities
may be the thing for your portfolio
and mutual funds often compete for the same investment dollars because, like a "family" of mutual funds, a variable annuity allows the holder to invest in a similar range of professionally managed securities portfolios.
Until now, lifetime withdrawal benefit options were thought to be available only on individual variable annuities
and fixed indexed annuities