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How to Walk Through Fire
Wed, Aug 05, 2009
Crossing the retirement "red zone" might be compared to a fire-walk. But here are three advisors who are guiding clients (and their portfolios) from age 55 to age 65 with barely even a hot-foot.
Cover Stories
A Summer Crop of Variable Annuities
Wed, Jul 29, 2009
Allianz Life, Genworth Financial, John Hancock Life, and MetLife have all introduced new variable annuity contracts. Of the four new entries, John Hancock's stands out as the simplest and cheapest.
CalPERS Gives Rating Agencies an FFF
Wed, Jul 22, 2009
In a new lawsuit, California's state pension fund blames the 'issuer pay system' at the top three rating agencies for part of its investment losses last year.
Feeling TIPSy
Tue, Jul 14, 2009
Seeing the potential for inflation ahead, analysts now recommend inflation-protected Treasuries, or TIPS, more strongly than ever. But 401(k) participants buy few TIPs, and not every plan offers them.
Featured Stories
Nationwide and MSSB Ink SALB Deal
A Nationwide income guarantee will be offered to Morgan Stanley Smith Barney's Select UMA holders. The wirehouse expects to use up the initial $250 million capacity in six months.
‘Breakaway Broker’ Is A Myth
Wirehouse reps still manage almost half of the assets in all retail advisory channels, according to Cerulli Associates' exhaustive annual study.
Columns : Guest Column
Rule 151A After the American Equity Decision: Not Only Isn’t It Dead; It Wasn’t Even Needed
Few who have written about this case seem to have noticed that the SEC didn't really need Rule 151A at all!
News
Obesity Linked to Retirement Insecurity
Wed, Aug 05, 2009
Per capita medical spending for the obese is $1,429 higher per year, or roughly 42% higher, than for someone of normal weight, a new research study claims.
VA Rider Hedging Has Been 94% Effective—Milliman
Wed, Aug 05, 2009
The financial crisis has prompted VA writers to reevaluate their entire risk management strategies and become more self-reliant, the Seattle-based consultants say.
MetLife Posts Strong Annuity Growth in 2Q 2009
Wed, Aug 05, 2009
MetLife's annuity net flows remained positive for the fifth consecutive quarter while lapse rates declined for the second quarter in a row.
Lincoln Financial Group Rebounds in Second Quarter
Wed, Aug 05, 2009
At $2.6 billion, overall annuity deposits were down 23% from the second quarter of 2008 but up by 20% from the first quarter of 2009.
