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The Motley Fool October 9, 2008 Dayana Yochim	Save Money by Dumping Dud Deals How to get out of pricey contracts without losing your shirt.
The Motley Fool February 24, 2004 J. Graham	Beware of Brokers Bearing Annuities Annuities may sound good, but their costs overwhelm their benefits. Stockbrokers and financial advisors love to sell annuities because of the high commissions they reap. My ex-broker sold one to me, and it has proven to be the most restrictive, highest-cost, least-liquid, and poorest-performing investment in my portfolio.
Financial Planning February 1, 2006 Patrick Ferrer	Annuities Special: Fee Factor When your clients buy annuities, do you really know what they're paying for?
The Motley Fool March 24, 2005 Robert Brokamp	Annuities: Who Needs Them? Looking for an expensive, ho-hum way to save for retirement? Then an annuity might be for you.
The Motley Fool February 26, 2007 Dan Caplinger	Spring Cleaning for Your Investments Just as getting rid of some unnecessary junk around the house can be good for your personal well-being, taking a critical look at your investments from time to time is extremely valuable.
The Motley Fool April 13, 2004 Dan Otter	Annuities in a 403(b) or 457(b)? Before you invest in an annuity, make sure there aren't better options available. It won't take long to find them.
BusinessWeek February 7, 2005 Ellen Hoffman	Annuities: Don't Believe The Hype Many of the tax benefits of variable annuities no longer exist, but the hard sell continues
Registered Rep. October 1, 2002 Pamela J. Black	The Pros and Cons of Annuities With retirement accounts battered by the bear market, guaranteed income from a fixed annuity now has more appeal, especially for clients who may be too close to retirement to count on a rebound from equity markets alone. This article surveys types of annuities, tax implications, and fees.
Registered Rep. May 18, 2010 Alan Lavine	No-Load Annuities Gain Momentum As more wirehouse registered reps join RIAs or start their own, as income tax rates rise, and as Baby Boomers continue their march into retirement, expect investments in no-load variable annuities to grow.
CFO March 1, 2007 Marie Leone	Beware the Fine Print Despite some welcome improvements, variable annuities still scream ''caveat emptor.''
The Motley Fool February 18, 2011 Dan Caplinger	Are Variable Annuities Right for You? Variable annuity sales are way up, but are they a smart move?
Financial Advisor May 2010 Alan Lavine	Sizing Up Annuities In the wake of the recent financial meltdown, the income guarantees offered by annuities have become quite attractive. The payouts are appealing, but do your homework.
Financial Planning February 1, 2005 Donald Jay Korn	All Fixed Up? Low returns have dampened the demand for fixed annuities, but will the aging of America spur sales of fixed annuities?
Financial Planning February 1, 2007 Donald Jay Korn	New-Wave Annuities From reduced-risk participation in the stock market to longevity insurance, financial planners have an expanding array of annuities to meet client needs.
The Motley Fool October 9, 2009 Dan Caplinger	This Much-Hated Investment Could Actually Help You Few investments inspire such devotion and scorn as annuities.
Financial Advisor March 2007 Raymond Fazzi	Annuities Anew No-load variable annuities begin to attract interest among fee-based advisors.
Financial Planning July 1, 2006 Elizabeth O'Brien	A Cheaper Annuity Is Raymond James's new cap on fees the start of a trend in variable annuities?
Financial Advisor July 2011 Gail Liberm	Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors.
Registered Rep. September 1, 2004 Namita Devidayal	A Fitting Problem Having found the securities industry severely wanting in its policing of research conflicts, market-timing and fee disclosures, the regulators are looking to see if similar abuses exist in the insurance industry.
Registered Rep. October 17, 2011 Alan Lavine	Tune Up: Sometimes It Makes Sense to Exchange a Client's Life Insurance Policy Today's life insurance policy may provide more benefits at a lower cost than coverage purchased more than a decade ago.
The Motley Fool June 3, 2010 John Rosevear	Is This the Lamest Investment Ever? Annuity sales are on the rise. Should you consider one?
Financial Advisor May 2012 Alan Lavine	Sudden Impact How can advisors minimize the effect of large losses in a retirement portfolio just when clients want to begin withdrawals?
Registered Rep. September 1, 2005 Chris O'Leary	The Trouble With Annuities For registered reps, annuities, one of the most lucrative and complex items in an advisor's repertoire, can appear to be a cure-all for clients. Clients seem to love them, because of the guaranteed income -- even if they don't understand them.
BusinessWeek June 23, 2011 Margaret Collins	Variable Annuities: Lifelong Income, High Cost Guarantees make annuities more appealing - and more complex.
Financial Planning May 1, 2011 Donald Jay Korn	Nice Niche Two product lines in the fixed annuity category set sales records in 2010. Index annuities (up 6%) and immediate annuities (up 2%) both recorded modest increases over 2009, but they did reach the highest levels on record, according to Beacon Research in Evanston, Ill.
The Motley Fool December 28, 2007 Dan Caplinger	The Case for Insurance-Based Investments Insurance-based investments have a lot of untapped potential. Tax laws favor them, and if you need life insurance anyway, attaching investments to a policy can have some real benefits. Read on for more information.
The Motley Fool July 25, 2007 Buz Livingston	Beware of Brokers Bearing Annuities Be careful, be very careful, when listening to sales pitches from insurance agents promoting retirement planning. Big commissions and poor performance can cost you.
Investment Advisor September 2006 Kathleen M. McBride	B/d Briefing: Raymond James Gets Results In the continuing evolution of the investment industry, one consistent trend has been the gradual reduction in fees. Could lower costs be next for variable annuities?
The Motley Fool November 19, 2004 Roy Lewis	How to Deal With Annuities' Losses When cashing out, there are several tax issues to keep in mind.
Financial Advisor November 2011 Alan Lavine	Finding A Floor Annuities gain traction in a world of low returns.
The Motley Fool May 27, 2009 Dan Caplinger	Don't Pay Too Much for This Investment When it comes to guaranteed variable annuities, buyers are paying more for protection than they did in recent years -- even though the market has already dropped substantially.
Financial Planning August 1, 2007 Donald Jay Korn	Lean Cuisine Lower-cost variable annuities can be a key ingredient in your financial advisory client's retirement recipe.
Financial Advisor March 2011 Alan Lavine	Looking For Protection Index annuities promise to deliver a guaranteed retirement return, but their costs and complexity are two serious trade-offs.
Financial Advisor March 2004 Tracey Longo	Making The Grade With Variable Annuity Exchanges With the creation of one-shot wrinkle reducers like Botox, battery-operated automobiles and cloned humans, can a world where there is no need to replace variable annuities be far off?
AskMen.com Michael Estrin	Cell Phone Money-Saving Tips A cell phone can feel like a recurring and often growing expense. But rest assured that there are ways to minimize your fees.
Registered Rep. May 1, 2008 Alan Lavine	Variable Annuity Providers Cozy Up To RIAs "In the fee-only community, it's historically been that you literally have the `Scarlet A' if you use annuities."
The Motley Fool April 10, 2007 Mary Dalrymple	Bound by Your Broadband Early termination fees are cropping up in broadband contracts. That means you'll have to take some extra precautions when you shop around for Internet service.
On Wall Street October 1, 2012 Dave Lindorff	Indexed Annuities Grab the Spotlight Indexed annuities have gained popularity while variable annuities have softened, as the players on the buy and sell side change.
Registered Rep. January 16, 2004 John Churchill	NASD Charges Waddell & Reed With Violations The NASD Wednesday slapped Waddell & Reed with more than 6,700 complaints, charging that the firm systematically encouraged brokers to recommend unsuitable variable annuity exchanges to its customers.
Registered Rep. September 17, 2012 Alan Lavine	Insuring Income You'd like to insure at least part of your client's income for life. But do you choose a variable annuity with a guaranteed lifetime withdrawal benefit? Or an immediate annuity?
The Motley Fool November 9, 2007 Selena Maranjian	Fund Fees Rising When They Should Be Falling Are you getting ripped off by your fund family? While many mutual funds are now enjoying lower operating costs, many fund companies have actually raised the annual fees they charge shareholders.
Registered Rep. October 1, 2006 Stan Luxenberg	The Best of Both Worlds Is the line between funds and annuities disappearing? Not yet; regulators and corporate bureaucracies insist on separating the two investments. But in the next decade, the distinctions could blur.
The Motley Fool November 10, 2011 Dan Caplinger	Avoid This "Safe" Investment Today Guaranteed investments cost too much.
BusinessWeek May 8, 2006 Toddi Gutner	Annuity Exit Strategies Thanks to a nascent secondary market, it is becoming easier to cash out your policy.
The Motley Fool March 10, 2011 Dan Caplinger	How Skittish Investors Can Protect Their Money You can lock in a sure thing with just two investments.
Registered Rep. November 14, 2014 Kevin McKinley	Tapping Annuities for an Early Retirement Annuities can offer nearly unlimited savings potential and unique benefits that can pique the interest of would-be early retirees.
InternetNews May 27, 2010	FCC Challenges Carriers on Wireless Fees Survey results released by the Federal Communications Commission reveals many mobile subscribers aren't aware of the high termination fees in mobile contracts and other fees.
Registered Rep. September 1, 2005 Kristen French	VA Sales Keepin' On Despite the recent onslaught of negative regulatory and media attention to variable annuities, sales of these products have not suffered.
Registered Rep. October 1, 2002 Pamela J. Black	Not So Easy Riders The bear market has created interest in annuities that offer guarantees on returns. A look at riders being offered to protect value, improve liquidity, etc.
The Motley Fool August 30, 2006 Buz Livingston	A Lesson for Teachers Tax-sheltered annuities have three strikes against them. They have high annual expenses, lousy investment choices, and burdensome surrender charges. Teachers, beware.