Profile

Cover photo
116 followers|40,068 views
AboutPostsPhotosYouTube

Stream

Annuity FYI

Shared publicly  - 
 
Our latest blog post talks about how advisors must work in the best interest of their clients to help them find the annuity product with the right guarantees to meet their needs.
Advisors must ensure that the annuity products they are selling are in the best interest of their client and are being sold for the contractual guarantees they offer.
1
Add a comment...

Annuity FYI

Shared publicly  - 
 
Most people think that NAFA's lawsuit against the DOL fiduciary rule will be resolved in a speedy manner.
Among the five lawsuits against the U.S. Department of Labor’s fiduciary rule, the claims brought on behalf of fixed indexed annuity providers are uniquely compelling.
1
Add a comment...

Annuity FYI

Shared publicly  - 
 
Debates have raged for decades about the relative advantages and disadvantages of active stock fund investing versus passive investing. While interesting, however, it has always been relatively inconclusive.

That is, until now, at least in the eyes of the majority of investors.

For a copy of a strong white paper that delves into the important nuances of this timely subject, call Annuity FYI at (866) 223-2121 or email us by clicking on Ask Annuity FYI by Email.
Debates have raged for decades about the relative advantages and disadvantages of active stock fund investing versus passive investing. While … Continued
1
Add a comment...

Annuity FYI

Shared publicly  - 
 
Many experts are forecasting a sales decline for fixed indexed annuities in 2017.
Complying with the Best Interest Contract Exemption is expected to cause sales of fixed indexed annuities to drop.
1
Add a comment...

Annuity FYI

Shared publicly  - 
 
It is possible to exchange your annuity for a different one using a 1035 exchange. Do your research to make sure that your new product offers you more benefits than your old one.
Consider trading annuity contracts to save thousands each year. Here's how.
1
Add a comment...

Annuity FYI

Shared publicly  - 
 
New blog post: There is an ethical debate over whether or not your 401k plan should default a percentage of your savings into an annuity product upon retirement.
Whether you are nudged into an annuity product by your 401k plan or not, do your research and learn about annuities' value before finalizing any decisions.
1
Add a comment...
In their circles
289 people
Have them in circles
116 people
Jenni Wiltz's profile photo
NextGen Leads's profile photo
CUNA Mutual Group's profile photo
Carol Fournier's profile photo
DebtConsolidationCare's profile photo
City Retirement's profile photo
Charlie Donaldson's profile photo
Anna Smith's profile photo
123 Lump Sum's profile photo

Annuity FYI

Shared publicly  - 
 
This is what independent agents can expect to see in the sales of fixed indexed annuities through marketing organizations.
What independent insurance agents who sell fixed indexed annuities can expect under new supervision frameworks from marketing organizations authorized to act as financial institutions.
1
Add a comment...

Annuity FYI

Shared publicly  - 
 
New blog post today: The better educated that financial professionals and consumers are about the benefits of annuity products, the higher these products' sales will climb.
1
Add a comment...

Annuity FYI

Shared publicly  - 
 
Annuities can help you during the third phase of retirement, distribution.
1
Add a comment...

Annuity FYI

Shared publicly  - 
 
A research report identifies potential strategies for setting up retirement income solutions in DC plans and considerations for plan sponsors and advisers.
1
Add a comment...

Annuity FYI

Shared publicly  - 
 
It's important to know what you are getting into before buying an annuity. Although some are complex, many annuities are helpful in retirement planning. 
Some annuities, such as indexed annuities and many variable annuities, are problematic, charging steep fees and/or carrying restrictive terms. Immediate or deferred fixed annuities, though, sport fewer drawbacks and are well worth considering.
1
Add a comment...

Annuity FYI

Shared publicly  - 
 
Some experts wonder if annuities will return to gender based pricing after Brexit.
Self-professed pensions geek Mike Morrison also has legal leanings. Here he looks at the ripple effects of Brexit on pensions law and asks if annuity gender neutrality still stands...,Income,Pensions,Regulation ,Mike Morrison,Aj Bell,Brexit,eu,Annuities
1
Add a comment...
People
In their circles
289 people
Have them in circles
116 people
Jenni Wiltz's profile photo
NextGen Leads's profile photo
CUNA Mutual Group's profile photo
Carol Fournier's profile photo
DebtConsolidationCare's profile photo
City Retirement's profile photo
Charlie Donaldson's profile photo
Anna Smith's profile photo
123 Lump Sum's profile photo
Contact Information
Contact info
Phone
1-866-223-2121
Story
Tagline
retirement, annuities, annuity, fixed annuities, variable annuities, indexed annuities
Introduction
AnnuityFYI is devoted to educating investors and financial professionals about annuities. Annuity FYI has become the nation’s most respected resource for learning about, comparing, and selecting annuities.