variable annuity products

• 

  How to Evaluate Lower-Priced Guaranteed Lifetime Income VAs

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  March 19, 2013

  Asset allocation is more important than ever in newer variable annuities.

• 

  FINRA Issues Top 10 Watch List for 2013

  By Melanie Waddell, AdvisorOne  |  January 18, 2013

  ETFs and variable annuities are among the 10 products and regulatory areas in the regulator’s sights.

• 

  Variable Annuity Outlook 2013: Tough Road Ahead

  By John Sullivan, AdvisorOne  |  December 21, 2012

  Sun Life Financial’s announcement that it will exit the business is the latest in a growing trend. The main culprit is that many variable annuity products hedged their exposure incorrectly.

• 

  SEC Socks MassMutual With $1.6 Million VA Penalty

  By Melanie Waddell, AdvisorOne  |  November 15, 2012

  The SEC on Thursday charged Massachusetts Mutual Life Insurance Co. with securities law violations for failing to sufficiently disclose the potential negative impact of a “cap” it placed on a complex investment product that investors were planning to use for retirement.

• 

  Alternatives & Annuities: The Right Mix for Advisors?

  By Ed McCarthy, CFP  |  April 22, 2012

  It’s a new world when it comes to baking alternative investments into variable-annuity contracts, experts say.

• Lifecycle Products Grew 8% in Q4 to $842 Billion

  By Janet Levaux, AdvisorOne  |  March 26, 2012

  Target-date and target-risk products grew 5% in 2011 and 8% in fourth quarter, according to New York-based Strategic Insight.

• 

  Lifecycle Funds Grew 8% in Q4 to $842B

  By Janet Levaux, AdvisorOne  |  March 8, 2012

  Assets in target-date mutual funds remain highly concentrated among five firms, says Strategic Insight.

• 

  The 2011 IA/Cerulli Retirement Income Study

  By Scott Smith, John Sullivan, AdvisorOne  |  November 1, 2011

  This is it—the year baby boomers officially hit their “traditional” retirement age.