Investment Instruments

The agency is telling insurance companies that it is taking a hard look at disclosures insurers are making to customers contemplating purchase of deferred annuity riders.

Two-thirds of nonprofit organizations are preparing for a mass exodus of retiring baby boomers over the next five years.

It's both unfortunate and absurd to think that annuities are either good or bad.

Employees identify lower cost (compared with purchasing benefits on their own) and choice as strong advantages of voluntary benefits.

Prosecutors say he and former employee Raymour Radhakrishnan paid terminally ill people cash, passing it off as charity, then used their personal information to purchase bonds and annuities that would pay out when the person died.

Waiting to maximize benefits may undermine your clients retirement income. Yes, you read that correctly.