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Best Practices July 22, 2014
Worth a look: hybrid annuity/LTC products
By Susan Wright

A fixed annuity with LTC benefits can be much less expensive than a stand-alone LTC insurance policy. Read More

5 QLAC questions and answers
By Jeffrey Levine

It’s likely that in the not too distant future, QLACs will go from tax code theory to client reality. Read More

Annuities News

5 longevity annuity rules you need to know now

New annuity rules could be a game changer for how 401(k) and IRA assets are allocated. Read More

The simplicity of a private placement variable annuity (PPVA) investment account

What are private placement variable annuities and what clients are they best for? Read More

How to build your own annuity

Financial advisor Allan Roth recommends building your own "indexed annuity" that protects principal while giving market upside. Read More

Look for looser annuity rules in flexible-pension drive

The U.K. Treasury will offer more detail on rules that will govern annuity products as part of its drive for more-flexible pensions. Read More

Need more info on the latest in annuities? Visit the Annuities channel on for everything you need!

Securities America buys BD assets from Kansas City Life

The Sunset Financial acquisition expected to add 268 reps with $2.4 billion in client assets. Read More

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The robots are coming; advisors, niche now
By Adam Cufr

The robo-advisor has become enough of an issue that advisors across the country are starting to stand up and take notice. Read More

Variable annuities: Back to basics
By Ed McCarthy, CFP

Advisors who have been in the business a while will recall when variable annuities were pretty simple to explain and sell, but they're evolving. Read More

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