Early responses to a new direct-to-consumer (D2C) annuity pilot program in Arizona reveal that buyers want to talk to someone – or something – before committing to a long-term retirement investment.

New York Life has added insurance to its charitable gift annuity program to make it more attractive to investors and charities like. Because the stock market s performance has been so weak, not to ...

The Escambia County Commission will seek outside financial expertise to determine whether the lucrative retirement plan in which three commissioners are enrolled is legal. After months of discussion — ...

Envestnet, Inc. (NYSE: ENV), a provider of intelligent systems for wealth management and financial wellness, announced on Wednesday it has expanded its Variable Annuity Program to become the Envestnet ...

The Vanguard Group is well-known for providing low-cost investment options to investors. For those considering annuities, costs are an important factor, because many annuities have draconian fees that ...

Individual circumstances determine whether an annuity is right for an individual, how much of their assets should be annuitized and which type of annuity is best. The retirement plan industry is ...

Private placement life insurance and annuity programs, commonly referred to as PPLI, have quickly become a favorite strategy among ultra-wealthy investors seeking greater tax efficiency within ...

Why does California seem to go after annuity agents so aggressively? That’s been a question often asked after two criminal prosecutions in cases that could have been insurance department matters. The ...

Pacific Life Insurance Company has added a suite of variable annuities as a funding option for its Pacific Life Individual(k) Program. Both annuities and mutual funds can be used to pursue investment ...

Escambia County Clerk of Court and Comptroller Pam Childers sent a letter to the County Commission on Friday stating that in January, she would end all contribution payments for the three ...

rates that don’t even keep up with inflation, charitable gift annuities -- with guaranteed returns that sometimes reach double digits -- look like good investments for donors. For some colleges, too ...

Forbes contributors publish independent expert analyses and insights. Elizabeth Bauer is an actuary who writes about retirement policy. What I'm proposing is that people would be allowed to take a ...