The Performance and Returns on Index Interest

Hopefully, in the near future, Index Interest will have its own category in a portfolio and will receive recognition as such, in the overall world of asset allocation and ...

Wink, Inc. Releases First Quarter, 2013 Indexed Sales Results

Pleasant Hill, Iowa. June 7, 2013 — Forty-one indexed annuity carriers participated in the 63rd edition of Wink’s Sales & Market Report, representing 98.2% of ...
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The Tsunami of Indexed Annuity Sales

In the indexed annuity capital of the world (also known as Des Moines, Iowa), we’re not subject to many natural disasters. Given that Iowa is smack-dab in the center of ...
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Indexed and Income Annuities Set Sales Records in 2012

Allianz #1 for the Year; Security Benefit Life Takes the Lead in the Fourth Quarter Indexed and income annuity sales rose to record highs in 2012, according to the Beacon ...
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2013 Fixed Annuities Forecast: Kim O’Brien on Annuity News Now

NAFA President Kim O’Brien: “These are unprecedented times in America. The number of retirees is increasing exponentially year after year and seniors are living longer. ...
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Index Annuity Returns Backwards & Forward

The average annualized index annuity returns collected by Advantage Compendium for the period 2007 to 2012 averaged 3.27%. Whether this was good or bad depended on where ...
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Tax Maze: How Index Interest Taxation Works

Index interest products are taxed in a slightly different way from what many investors are used to, so a brief overview of how each product is treated under the current ...
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GLWBs: Rising Interest in Declining Election Rates

After releasing the third quarter, 2012 AnnuitySpecs.com’s Indexed Sales & Market Report, it became clear that the data held some surprises. Was it a record-setting ...
Consumers

Consumers Demand Indexed Annuities

Just fifteen years ago, I was hard-pressed to find any information about indexed annuities in the public domain. Nothing was ever found in the newspaper or at the library; ...
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Explaining the Yield from an Income Annuity

Retired clients are often more concerned about the yield they receive from their investments than they should be. This is because throughout their financial lives, prior ...