Annuity

  1. How to Explain the Fiducuary Rule to Your Clients

    Here's how to deliver the underlying message of the Department of Labor's new fiduciary ...
  2. Investment Options for Income in Retirement

    Generating income from investments during retirement is crucial. Here are some of ...
  3. Cash Value vs. Surrender Value: What Is the Difference?

    How much you actually receive from the cash value of your life insurance policy is ...
  4. Things Your Annuity Salesperson May Not Tell ...

    Your variable annuity salesperson should tell you many things. But there's a chance ...
  5. Indexed Annuity Sales to Fall After Fiduciary ...

    The new fiduciary rule created by the DoL is projected to reduce the sale of fixed ...
  6. How the Long-Term Care Insurance World Is Changing

    The long-term care insurance market is continually changing and prices routinely ...
  1. Pairing Annuities and Target Date Funds: Top ...

    The Treasury and the IRS have issued new guidance on pairing annuities with target ...
  2. Prudential Financial's Profits Run on this Product

    Expansion into global markets while focussing on tried and true policies at home ...
  3. Biggest Life Insurance Companies in the US (PRU, ...

    Read about the top life insurance companies in the United States as measured by written ...
  4. How Retirees Should Prepare for a Rate Hike (VBMFX, ...

    Janet Yellen has indicated that there will likely be a rate hike later this year. ...
  5. How MetLife Became a Global Insurance Giant

    MetLife is the largest life insurer in the United States. Here's how it has managed ...
  6. Analyzing The Best Retirement Plans And Investment ...

    Understanding the various retirement investments - from annuities to 401(k)s and ...
  1. The Finances of (Actual) Retirement

    Now that you’re retired for real, what should you do with your 401(k) and other funds ...
  2. Become Your Own Financial Advisor

    If you have some financial know-how, you don’t have to hire someone to advise you ...
  3. Analyzing The Best Retirement Plans And Investment ...

    Understanding the various retirement investments - from annuities to 401(k)s and ...
  4. Introduction To Annuities

    Everything you need to know about annuities.
  1. What are the main kinds of annuities?

    Learn about the four basic types of annuities, and why the different investment and payout options are suitable for different ...
  2. What are the distribution options for an inherited annuity?

    Distribution options will vary depending if you are the surviving spouse or someone other than the surviving spouse. If you're ...
  3. Can I borrow from my annuity to put a down payment on a house?

    Learn how you can borrow money from an annuity for a house down payment, but also understand why fees and penalties make ...
  4. Where else can I save for retirement after I max out my Roth IRA?

    The first option to explore is to determine if you can contribute to a 401(k), 403(b), or 457 plan at work. If your employer ...
Hot Definitions
  1. Derivative

    A security with a price that is dependent upon or derived from one or more underlying assets.
  2. Fiduciary

    A fiduciary is a person who acts on behalf of another person, or persons to manage assets.
  3. Sharpe Ratio

    The Sharpe Ratio is a measure for calculating risk-adjusted return, and this ratio has become the industry standard for such ...
  4. Death Taxes

    Taxes imposed by the federal and/or state government on someone's estate upon their death. These taxes are levied on the ...
  5. Retained Earnings

    Retained earnings is the percentage of net earnings not paid out as dividends, but retained by the company to be reinvested ...
  6. Demand Elasticity

    In economics, the demand elasticity refers to how sensitive the demand for a good is to changes in other economic variables. ...
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