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By Cathy Weatherford |
May 22, 2012
Expanding the breadth of retirement conversations to include discussions on Social Security and other forms of lifetime income, like annuities, adds value, builds trust.
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By Maria Wood, Warren S. Hersch |
May 2, 2012
Despite some retreats from the variable annuity business, IRI’s Cathy Weatherford says the life and annuity industry remains strong, buoyed by demographics and changes in retirement funding.
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By Maria Wood, Warren S. Hersch |
April 26, 2012
IRI’s Cathy Weatherford discusses the current and future state of retirement in the U.S., and why annuities are a big part of those plans.
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By Maria Wood |
April 13, 2012
Sometimes, short-term planning gets in the way of your clients’ long-term goals, like a secure retirement.
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By David Port, Elizabeth Festa, Maria Wood |
April 5, 2012
Annuity sales are skyrocketing as investors seek guaranteed income in retirement. Here’s a quick pictorial of the latest in annuity products and features.
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By Warren S. Hersch |
April 4, 2012
A lack of disclosure among annuity manufacturers about their investment hedging strategies is depressing the companies’ stock valuations, according a stock analyst presenting at the Insured Retirement Institute’s 2012 Marketing Summit, which concluded on Tuesday. Held at the New York City Hilton hotel, the session explored factors impacting the VA...
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By Warren S. Hersch |
April 3, 2012
Congressional efforts to reducing or eliminating long-standing tax benefits extended to holders of life insurance, annuities and individual retirement accounts would devastate the nation's retirement preparedness, warns a former Congressman.
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By Warren S. Hersch |
April 2, 2012
Advisors have dramatically increased their recommendations of variable annuities since the 2008 credit crisis, mostly in response to greater client demand for guaranteed income, according to a new survey.
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By Daniel Williams |
April 1, 2012
In the wake of President Obama’s 2013 budget, the Insured Retirement Institute (IRI) states “that ... it is concerned about several proposed changes..."
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By Warren S. Hersch |
March 30, 2012
Three in four boomers (74%) attach some importance to tax-deferral in selecting a retirement investment. And of this group, 44% consider tax-deferral very important, new research reveals.
