annuity products

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  Valerie Brown: The 2013 IA 25 Extended Profile

  By Danielle Andrus, AdvisorOne  |  May 24, 2013

  The CEO and president of Cetera Financial Group said she grew up with a love for numbers and math. Her background in chemical engineering, which she called a “perfect fit” for the financial services industry, didn’t hurt, either.

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  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  New Hire Roundup: Christian Brothers Appoints Four

  By Marlene Y. Satter, AdvisorOne  |  March 27, 2013

  This week in new hires, Christian Brothers Investment Services announced four key appointments, and American Century welcomed Joseph Schultz.

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  Top 20 Companies for Annuity Sales in 2012

  By Melanie Waddell, AdvisorOne  |  March 21, 2013

  Total sales of annuity products reached $219 billion in 2012—the lowest level since 2005, according to LIMRA.

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  New Retirement Planning: The Benefits of Patience on Annuities

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  February 25, 2013

  Creating a sustainable retirement income stream is more challenging than ever, but a Society of Actuaries study provides some room for hope, if annuity owners can be patient.

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  Top 5 Retirement Issues

  By Editorial Staff  |  February 25, 2013

  Investment Advisor talked to several of the main players on the retirement stage to get their thoughts on the big challenges of modern retirement.

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  Are Annuities the Solution to Old 4% Retirement Rule?

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  February 12, 2013

  For years, the 4% rule provided the baseline from which advisors launched retirement strategies, but those strategies simply aren’t cutting it any more. Enter annuities with some attractive riders.

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  Guaranteed Income? Not Without Risk: GAO

  By Danielle Andrus, AdvisorOne  |  January 11, 2013

  A GAO report examined variable annuities with guaranteed lifetime withdrawal benefits and contingent deferred annuities, as well as the regulations that cover each.

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  How New Deferred Annuities Provide Income Early in Retirement

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  November 8, 2012

  Creating products to provide sustainable retirement income for the diverse group of baby boomers just entering retirement has presented a big challenge for insurance companies, but they’re stepping up.

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  Five Good Questions for Moshe Milevsky

  By Bob Seawright, Madison Avenue Securities  |  September 17, 2012

  From solving the annuity puzzle to figuring out the best role for GLWBs, the retirement-planning expert has some revealing insights