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An Annuity for the Teacher - and the Broker
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A look inside the high-pressure job of selling workplace annuities to public schoolteachers
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Milevsky on DOL Fiduciary Rule: Big Flaws; Annuities Will Suffer
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Moshe milevsky, an annuity expert, anticipates a negative short-term impact before homeostasis returns to annuity space
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Metlife To Pay Record Finra Fine For Misleading Annuity Customers
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Insurer’s $25 million fine the largest variable annuity penalty.
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The Annuity 99 percents of Clients Should Avoid
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The personal finance commentator talks about the type of annuity she has a ‘new respect’ for and one that most clients should avoid.
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Avoid the Annuity Hard Sales Pitch
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When a financial adviser or insurance agent suggests you buy an annuity, is he looking to serve your best interests—or to collect an iPad and a trip to Aruba?
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What You Need to Know About Annuities With GMIB Riders
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Annuities with guaranteed income benefit riders are popular and appear valuable, but let’s run the numbers.
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SEC Advisory Panel Recommends New Approach To Accredited Investor Label
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Group suggests gauging sophistication of individuals based on knowledge, or limiting the portion of a portfolio that can be invested in private placements.
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5 Annuity Answers Every Investor Needs to Know
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Via NAFA, here are some of the most important annuity questions clients will ask.
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Variable Annuities A Top Source Of Customer Complaints
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FINRA ‘very focused’ on VAs; also watching inflation-sensitive products.
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Variable Annuity Sales Raising Concern - Finra Official
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Product remains at top of investor complaint list and the self-regulator wants to ensure investors understand what they’re getting into.
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