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Annuities with Mutual Funds Give the Best of Both Worlds

In “It’s Spee-Ahz, By a Nose!” from the Retirement Income Journal, Kerry Pechter summarizes a detailed study stating the best strategy for retirement is a combination of income annuities and mutual funds.  Mark J. Warshawsky, a former U.S. Treasury official, and Gaobo Pang, a former …

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In the News

A Summer Crop of Variable Annuities by Kerry Pechter, Retirement Income Journal Published July 29, 2009 The styles of products of variable annuities introduced by insurers in July seem to fall onto opposite ends of the complexity spectrum. The AnnuityNote contract offered by John Hancock …

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Jackson’s Annuities are Strong

In “A Chat with Jackson’s Clifford Jack,” Kerry Pechter of the Retirement Income Journal interviewed Jackson National Life’s Executive Vice President, Clifford Jack.  Jackson is one the U.S.’s top fixed and variable annuity issuer.  With a Moody’s rating of A1 (Good) and $3.4 billion in …

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Using Annuities to Weather the Storm

In “How to Walk Through Fire,” Kerry Pechter of Retirement Income Journal highlights three financial advisors working in a traditionally unconventional way to secure their clients’ retirement future.  All three advisors are in the western United States.  They have built retirement floor income to protect …

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