Mar 29, 2019

In the news - The New York Times recently published a fairly bleak outlook for interest rates. In "The World Economy Just Can't Escape Its Low-Growth, Low-Inflation Rut", Neil Irwin suggests that there is no underlying economic reason for interest rates to rise in the near term. Mark, Will and Paul discuss his...

Mar 22, 2019

In the news - Kent Sluyter wrote a very good article predicting key trends in the annuity world in 2019 for Insurance News Net. Mark, Will, and Paul explore his third trend, "Complexity Fades; Fixed Annuities Gain Share." Sluyter expects growth to continue in this product line primarily because of the income needs of a...

Mar 15, 2019

In the news - Sean Ruggiero on Insurance News Net makes an interesting case for purchasing an FIA rather than investing in the market. In "What if the Market Goes Up?", Sean suggests that a smaller guarantee over an extended period of time can benefit a client more than having invested money during a drop and then a...

Mar 8, 2019

In the news - The New York Times recently profiled a series of startups focused on delivering a new class of annuities directly to consumers. Mark, Will and Paul discuss the merits of the product designs highlighted as well as the challenge of marketing complex products to consumers. In contrast to the simpler needs...

Mar 1, 2019

In the news - Our hosts discuss an article in the Winston Salem Journal written by Larry Hungerford called, "Too much volatility. How about no-risk income forever?". In the article, Hungerford advocates for people looking for less volatility to move their investments into immediate income. Mark, Will and Paul talk...