WealthVest Marketing

Sheryl Moore. March 15, 2012. ProducersWeb. Forty-one indexed annuity carriers participated in the 58th edition of AnnuitySpecs.com’s Indexed Sales & Market Report, representing 99% of indexed annuity production. Total fourth quarter sales were $8.2 billion, down just under 5% from the previous quarter. As compared to the same period last year, sales were down less [...]

Joe Mont. January 17, 2012. The Street. BOSTON (MainStreet) — The rules of retirement are in need of a rewrite. The loss of company pensions, longer lifespans, concerns over Social Security and a volatile investing world are among the forces that have made planning for a financially secure retirement more challenging than ever. Retirement strategy [...]

Bozeman, Montana (PRWEB) January 12, 2012 WealthVest Marketing announces that Kevin Connor has been hired to lead WealthVest’s Fixed Index Annuity Sales Team, focusing on The Hartford fixed index annuity products. WealthVest Marketing, with offices in Bozeman, Montana and San Francisco, California, announces that Kevin Connor has been hired to lead WealthVest’s Fixed Index Annuity [...]

After seeing their parents’ portfolios get hammered, they’re turning to low-risk, low-reward options. Kim Peterson. January 11, 2012. MSN Money. After the market madness of the past few years, it’s easy to see why a growing number of Americans want nothing to do with stocks. But what’s particularly striking is that younger investors are steering [...]

Linda Koco.  January 11, 2012.  AnnuityNews. Just about everyone in the indexed annuity business says that annuity owners have been keeping their annuities for longer and longer periods in the past few years, but is it true? It is, according to lapse data collected by Ruark Consulting, but with some surprising twists that might interest [...]

Linda Koco. January 4, 2012. InsuranceNewsNet. Do fixed annuity insurer ratings accurately reflect the true financial strength of the insurer? The question has been circulating in the wake of the financial downturn of 2008 and agents are looking for answers. To find out, Advantage Compendium looked to the historical record for some insight. The answer [...]

KANSAS CITY, Mo., Jan. 4, 2012 (PRNewswire) In tough economic times, people look everywhere — an IRA or 401(k), credit cards, even under their mattress — for emergency cash. But according to a recent survey by theNational Association of Insurance Commissioners(NAIC), many consumers overlook life insurance as a potential source of immediate funds. And, few [...]

John Diehl. January 3, 2012. InsuranceNewsNet. The Great Annuity Rip-Off… Annuity Fraud … Variable Annuities: Invariable Gullibility These headlines, taken from different articles about annuities in the personal finance media, illustrate a bias against these retirement savings and income products. Few financial writers have embraced annuities as a financial planning tool; some have been downright [...]

Fran Lysiak, A.M. Best Company, Inc.  January 3, 2012.  InsuranceNewsNet. Amid 2011′s sharply volatile equity markets, some U.S. variable annuity writers have cut policyholder benefits to reduce their own financial exposure or exited the market. Regulatory changes were cited by two Canadian writers,Sun Life FinancialandManulife Financial. Sun Life cited “unfavorable product economics, which, due to [...]

David C Lewis, RFC.  January 2, 2012. Twin Tier Financial. Not long ago I wrote my scathing review of Dateline NBC’s expose on Indexed Annuities, but I’d like to start over from a slightly different angle and provide some insight as to why indexed linked products – whether they are CDs, corporate notes, life insurance, [...]