TITLE

Variable Annuities: Emerging from the Dark Side?

AUTHOR(S)
Opiela, Nancy
PUB. DATE
March 2007
SOURCE
Journal of Financial Planning;Mar2007, Vol. 20 Issue 3, p21
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses variable annuities. Information from the National Association for Variable Annuities claims that total sales of the product was up 20 percent in 2007 compared to 2006. A Financial Research Corporation study entitled "Prospects for Variable Annuities in the Retirement Income Market" suggests that financial advisors can add to that rate and benefit from an increase in their use of variable annuities for income production. In addition, the study showed that variable annuities were advisors' number two product choice to fund a client's rollover assets. INSET: Types of Variable Annuity Living Benefits.
ACCESSION #
24345351

 

Related Articles

  • Richard Verdin on PROTECTION. Verdin, Richard // Money Marketing;11/11/2004, p34 

    Comments on the changes in the practices of advising a client on income protection products and financial services instruments in Great Britain. Skills and experiences needed to manage a transaction; Difference in arranging financial solutions; Level of customer questioning.

  • Hartford to Enter U.K. Retirement Market.  // American Banker;2/2/2005, Vol. 170 Issue 22, p9 

    Reports that Hartford Financial Services Group Inc., the top seller of variable annuities in both the United States and Japan, announced its plan to market individual investment and retirement savings products in Great Britain in 2005. How the company will focus on offering unit-linked bonds in...

  • What to look for -- and look out for -- in a financial counselor. Reed, Darryl; Schaitberger, Bud // Employee Benefit News;Apr2006, Vol. 20 Issue 4, p18 

    The article presents guidelines for the assessment of financial counseling services. The interest of employers in providing resources for financial management is described. The questions considered when looking for a counselor are enumerated. The benefits gained from talking to a counselor are...

  • Coming Next Month: CFP Pioneers.  // Journal of Financial Planning;Nov2003, Vol. 16 Issue 11, p22 

    The article presents information on certified financial planning pioneers who will be featured in the December 2003 issue of the magazine.

  • Going Above and Beyond. Silver, Larry // On Wall Street;Jan2007, Vol. 17 Issue 1, p75 

    The author discusses the service which financial advisors should offer in order for clients to stay with them. He stresses that advisors must make clients dependable to them through their services and strategies. He offers tips to help financial managers focus on the works they need to do....

  • Accountants win battle for super advice. Evans, Rebecca // Money Management;6/3/2004, Vol. 18 Issue 19, p1 

    Reports on the recommendation given by the Australian Parliamentary Joint Committee on Corporations and Financial Services giving approval to accountants to give advice on all non-managed superannuation structures. Accountants' provision of a wide range of advice on superannuation structures...

  • Someone to lean on. Kelley, Ross // Money Management;6/17/2004, Vol. 18 Issue 21, p28 

    Discusses the findings of the "Money Management" periodical's Top 100 Dealer Groups survey on the different approaches used by financial planners in providing paraplanning services in Australia. Offering of behind-the-scenes assistance; Reason given by dealers on why they use many in-house...

  • Desperate times, desperate measures. Pokrajac, Milana // Money Management;7/21/2011, Vol. 25 Issue 27, p14 

    The article focuses on the impact of the Australian government's Future of Financial Advice (FOFA) on the nation's financial services sector. The author mentions that the industry is cautious when it comes to recruiting new financial planners. He also discusses the changes in the opt-in...

  • Time to get real on industry accountability. Tong, Brenton // Money Management;4/27/2006, Vol. 20 Issue 14, p17 

    The author questions whether there is an accountability in the financial planning and money management industry in Australia. The author points out that financial planners and the general investment community deserve the negative press that they have been receiving. He describes the development...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics