TITLE

Who is the ideal prospect for an annuity?

AUTHOR(S)
Jones, Chuck
PUB. DATE
February 2003
SOURCE
Advisor Today;Feb2003, Vol. 98 Issue 2, p66
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Presents views on who should be the ideal prospect for an annuity. Identification of age, attitude, and income status of suggested prospects.
ACCESSION #
9020022

 

Related Articles

  • WEIGHING THE VARIABLES. Nelson, Scott Bernard // Entrepreneur;Mar2003, Vol. 31 Issue 3, p46 

    Focuses on the difference between variable annuities and fixed annuities in the U.S. Importance of variable annuities to financial service companies; Disadvantages embedded in the hybrid insurance-investment product; Increase of a specific stock index.

  • On Scary Times And What Should Come After. Blazzard, Norse N.; Hasenauer, Judith A. // National Underwriter / Life & Health Financial Services;10/20/2008, Vol. 112 Issue 38, p13 

    The author reflects on the life insurance and annuity industry in the United States. He argues that fluctuations have had lesser impact on the life and annuity business because of the long-term characteristic of life insurance. It is cited that the fiscal crisis demands supervision of the...

  • Folger says public should take on more annuity risk. Greenwood, John // Money Marketing;9/19/2002, p3 

    Reports that the Financial Services Administration is recommending that annuity providers in Great Britain should pass on more investment risk to consumers and take care not to overexpose themselves to guarantees they cannot afford. Analysis of major topics of interest; Effects on the financial...

  • NASD Issues Alert On Variable Annuities. Higgins, Barry // National Underwriter / Life & Health Financial Services;6/9/2003, Vol. 107 Issue 23, p40 

    Reports on the increase in unethical sales practices in the variable annuities marketplace. Liquidity and early withdrawals; Bonus credits; Variable annuities within an individual retirement account.

  • Which? to launch advised and non-advised annuity service. Selby, Tom // Money Marketing (Online Edition);9/5/2013, p16 

    The article reports that a non-advised annuity shopping around service has been planned to be launched by consumer organisation Which?, along with a new annuity advice offering.

  • 3d-Party Marketers Adjusted, Thrived in '02 . Reich-Hale, David // American Banker;3/20/2003, Vol. 168 Issue 54, p10 

    Reports on three marketing companies' efforts to utilize fixed annuities to reinvent their business in the U.S. Changes business focus of the companies; Amount of fixed annuities sold by U.S.-based Essex Corp.; Percentage increase in bank investment product sales of U.S.-based Talbot Financial...

  • Just Retirement set to launch platform. Brodbeck, Sam // Money Marketing;2/26/2015, Issue 1474, p14 

    The article reports on the planned introduction of a new investment platform by the annuity provider Just Retirement in April and mentions a brief description of the investment platform and its benefit to the clients.

  • Processing Enters Technology Age. Hintze, John // Bank Investment Consultant;Apr2003, Vol. 11 Issue 4, p36 

    Financial firms have been more successful in automating their information-intensive business processes than perhaps any other industry. That is, except for fixed- and variable-annuity transactions, which still burden bank advisers and their assistants with reams of hardcopy forms that often must...

  • Debating society. Kean, Tom // Money Marketing;11/29/2007, p49 

    The author reflects on some issues related to the financial services industry in Great Britain. He asserts that despite the conflicting opinions in the industry, there are some issues that are easily perceptible. He cites as examples the payment protection insurance debacle, the equity bubble in...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sign out of this library

Other Topics