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Annuities: The Trojan Horse of Retirement
HUNT VALLEY, Md. (TheStreet) -- I am a fee-only financial adviser, which means I can lead my clients to any investment on the planet if it is best for them. In addition, I am a fiduciary and must lead my clients to the best possible investment -- again, for them. Yet, despite opportunities to invest in some of the cheapest, commission-free annuities, I rarely recommend a client ever invest in ...

A Caribbean Perspective On The Super Bowl: Big Marketers Can Learn From Island Entrepreneurs
This article is by , CMO of .?? If you can't meet her for lunch in Montego Bay, then follow her at @christabc. I'm currently still in Super Bowl detox. Like the rest of the big game's 111.3 million viewers, I enjoyed the advertising onslaught from pre- to post-game as marketers looked for new ways ...

At current yields, government bonds are a disaster waiting to happen
To those who thought that gilts (UK government bonds) were "resting on a bed of nitroglycerine", the past year has been an expensive experience.

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Understanding Annuity Income Changes
... Understanding Annuity. Income Changes ... II was in sight, and the Annuity Fund for Congregational ...

UNDERSTANDING YOUR MULTIBUILDER ANNUITY CONTRACT
... Some features of this annuity may not be available in all states or may vary by state ... 617, Des Moines, IA 50303-0617. UNDERSTANDING YOUR MULTIBUILDER ANNUITY CONTRACT ...

5 SUN LIFE ASSURANCE COMPANY OF CANADA SUMMARY CONSOLIDATED BALANCE SHEET AS AT MARCH 31
SUN LIFE ASSURANCE COMPANY OF CANADA. SUMMARY CONSOLIDATED BALANCE SHEET. AS AT MARCH 31. (in millions of Canadian dollars) (Unaudited) 1999. 1998. ASSETS. Bonds. 25,392. 24,321. Mortgages. 11,895. 11,165. Stocks. 4,466. 4,446. Real estate. 2,432. 2,196. Policy loans

Understanding variable annuity pricing and marketing
... Understanding variable annuity. pricing and marketing. When you choose a variable annuity, you must consider certain ...

GRANTOR RETAINED ANNUITY TRUST
February, 2002. AN UPDATED LOOK AT GRANTOR RETAINED ANNUITY TRUSTS. By: Alan F. Rothschild, Jr. Hatcher, Stubbs, Land, Hollis & Rothschild. Columbus, Georgia ... A Grantor Retained Annuity Trust ("GRAT") is an irrevocable trust ... a fixed amount (an "annuity") for a period of years ... the end of the annuity term, the remaining assets pass ...