 |
|
|
|
| Fixed Annuity Sales Up 18% |
| American Banker, September 1, 2010 |
|
| Bank sales are not recovering as well... |
|
| Record Sales for Indexed, Income Annuities in 2Q: Beacon |
| Retirement Income Journal, September 1, 2010 |
|
| Four of second quarter’s top five products were also bestsellers in first quarter, though some rankings shifted... |
|
| Fixed Annuity Sales Rise 18% in 2Q |
| Financial Planning, August 31, 2010 |
|
| Beacon’s CEO is expecting this trend will continue for at least another quarter... |
|
Fixed Annuity Sales Fall from 2009: Beacon  |
| National Underwriter Daily Life & Health, August 31, 2010 |
|
| Results for all four product types improved over the previous quarter…... |
|
| Second-Quarter US Sales of Fixed Annuities Drop 30%, but Rate Advantage Over Treasuries Improved |
| BestWire, August 30, 2010 |
|
| ...Compared with… last year's second quarter…, credited rates on fixed annuities were lower, and so was their advantage over Treasury rates... |
|
| Beacon: Fixed Annuity Premium Up in Q2 |
| InsuranceNewsNet, August 30, 2010 |
|
| By product type, Western National replaced New York Life as the quarter’s dominant issuer of book value annuities... |
|
| NY Life tops 2Q list of fixed-annuities sellers |
| InvestmentNews, August 30, 2010 |
|
| Beacon credited the widening spreads between corporate bonds and Treasury rates as a reason why sales have improved... |
|
| BEACON’S FIXED ANNUITY PREMIUM STUDY REPORTS SECOND QUARTER’S FIXED ANNUITY SALES |
| Evanston, IL, August 30, 2010 |
|
| Indexed and Income Annuities Hit Record Highs; New York Life Posts Leading Sales... |
|
| Annuity Sales Show Signs of Recovery in Q2 |
| Ignites, August 27, 2010 |
|
| New York Life topped the chart of fixed-annuity providers… In 2003… New York Life was not part of the group of top 10 providers... |
|
| IRI EXCLUSIVE: Total Second Quarter Annuity Sales Post Record High |
| Washington, DC, August 25, 2010 |
|
| Indexed and income products net record sales... |
|
| IRI: Variable Annuity Sales in Q2 at 'Record High' ; Fixed Annuities Post Quarterly Increases As Well |
| Investment Advisor, August 25, 2010 |
|
| Fixed annuity sales increased almost 18% from the first quarter to $19.4 billion... |
|
| Stronger Sales Look Term Certain for Independent Producers |
| InsuranceNewsNet Magazine, August, 2010 |
|
| Independent producers are bucking the downward trend in income annuity sales by selling term-certain products... |
|
| ABIA ANNOUNCES FIRST QUARTER 2010 FIXED ANNUITY SALES IN BANKS |
| Washington, DC, July 16, 2010 |
|
| Western National Life was again the leading bank channel company; New York Life Preferred Fixed Annuity was the new top product... |
|
| Bank Holding Company Annuity Index Slips 2% in First Quarter; Fixed Annuity Sales Plunge 30% |
| Wayne, PA, July 16, 2010 |
|
| Sales across all depository institutions were an estimated $4.26 billion, according to the Beacon Research Fixed Annuity Premium Study... |
|
| 2010 Fixed Annuity Study: Sales and Interest Rate Trends, Best-Selling Products by Channel |
| Broker World, June, 2010 |
|
| U.S. sales of fixed annuities were an estimated $104.3 billion in 2009, down 2% (-$2.4 billion) from record year 2008... |
|
| Fixed Annuity Sales Fall: Beacon |
| National Underwriter Daily Life & Health, June 3, 2010 |
|
| By product type, the sales leaders were: New York Life for book value sales, Allianz for indexed annuities, and Hartford for MVAs... |
|
| New York Life Reclaims Title as Top US Seller of Fixed Annuities Amid 52% Industry Decline in First Quarter |
| BestWire, June 2, 2010 |
|
| New York Life’s sales reflect a continued flight to quality among consumers, according to the company’s senior vice president... |
|
| New York Life Tops 1Q Fixed Annuity Sales: Beacon Research |
| Retirement Income Journal, June 2, 2010 |
|
| The indexed annuity share of sales hit a 12-quarter high of 40%... |
|
| Market rally cut into sales of fixed annuities in 1Q |
| InvestmentNews, May 28, 2010 |
|
| Money flowed into equities to the detriment of fixed annuities, according to Beacon’s CEO... |
|
| BEACON’S FIXED ANNUITY PREMIUM STUDY REPORTS FIRST QUARTER’S FIXED ANNUITY SALES |
| Evanston, IL, May 26, 2010 |
|
| New York Life reclaims sales leadership... |
|
| Annuity Sales Drop 7% |
| Financial Planning Daily, May 20, 2010 |
|
| FAs may be down, but they’re not out, according to Beacon’s CEO... |
|
| VA Sales Climb 3% in 1Q |
| Ignites.com, May 19, 2010 |
|
| Beacon chief Jeremy Alexander blames the drop on lower book value and market-value-adjusted results... |
|
| Annuity sales fall in first quarter |
| Life Insurance Selling’s Quicktips, May 19, 2010 |
|
| Annuity sales for the first quarter were $47.4 billion, down 6.9% from $50.9 billion in the previous quarter... |
|
| Annuity Sales Fall: IRI |
| National Underwriter Daily Life & Health, May 19, 2010 |
|
| The quarter-to-quarter decline in fixed annuity sales was due mainly to lower book value and MVA results, according to Beacon’s CEO... |
|
| Annuity Sales Show a Decline |
| Wall Street Journal, May 19, 2010 |
|
| Annuity sales in the first quarter declined 27% from the year-ago period... |
|
| Nervous Americans Not Flocking to Annuities |
| Retirement Income Journal, May 19, 2010 |
|
| It appears that prospective buyers… did not want to lock in first quarter's credited rates, according to Beacon’s CEO... |
|
| Fixed Annuity Sales Drop 51.9% in Year, IRI/Morningstar/Beacon Report Shows |
| Investment Advisor, May 18, 2010 |
|
| 2010 data can’t match last year’s flight to safety, says Beacon chief in first-ever report... |
|
| VA sales up, fixed annuities down, in first quarter |
| InvestmentNews, May 18, 2010 |
|
| Sales of fixed annuities hit $16.7 billion, down 51.9% from a year ago, according to Beacon Research... |
|
| IRI EXCLUSIVE: Total First Quarter Annuity Sales |
| Washington, DC, May 18, 2010 |
|
| First-Ever Industry-Wide Reporting Unites Morningstar VA & Beacon Research FA Data... |
|
| ABIA Announces 2009 and Q4 Fixed Annuity Sales in Banks |
| Washington, DC, April 28, 2010 |
|
| Western National Life continued as the leading bank channel company; Pacific Explorer was again the top bank product... |
|
| Bank Holding Company Annuity Index drops 11% in Fourth Quarter; Fixed Annuity Sales Fall 16% |
| Wayne, PA, April 28, 2010 |
|
| Sales of fixed annuities across all depository institutions were an estimated $6.09 billion according to Beacon Research... |
|
| What advisers really think of income annuities |
| InvestmentNews, April 22, 2010 |
|
| These fears… may explain why wirehouses accounted for just $96.4 million in income annuity sales last year, according to the Beacon Research Fixed Annuity Premium Study... |
|
| Annuities: Their Surprising Comeback |
| SmartMoney Magazine, April 7, 2010 |
|
| Income annuities now offer payout flexibility and inflation-adjustment, but at a price, according to Beacon Research... |
|
| With Annuity Sales, It’s All About Rates |
| InsuranceNewsNet Magazine, April 2010 |
|
| In this interview, the CEO of Beacon Research discusses sales trends in 2009 and beyond... |
|
| Carrier Review: Top Annuity Sellers Look to Focus on Guarantees |
| InsuranceNewsNet Magazine, April 2010 |
|
| This story by Senior Editor Steven Morelli includes a table of fourth quarter’s top 3 fixed annuities by channel. |
|
| Growing Acceptance Expected to Propel Traditional Fixed Annuities |
| InsuranceNewsNet Magazine, April 2010 |
|
| According to Beacon Research, … indexed annuity sales enjoyed an increase over 2008, while annuities with an MVA saw a decrease... |
|
| Fixed Annuity Premium Down 11% in Q4 |
| InsuranceNewsNet Magazine, April 2010 |
|
| Fourth quarter product sales… were lower than the near-record levels in Q4 2008... |
|
| The Post-Recession Retirement Mind |
| InsuranceNewsNet Magazine, April 2010 |
|
| At the height of the crisis, Americans… sought… fixed annuities, which saw a 78% sales increase in first quarter 2009 according to Beacon Research... |
|
| AIG Unit Reclaims Crown as Top US Fixed Annuities Seller in Fourth Quarter |
| BestWire, March 11, 2010 |
|
| The last time the subsidiary… reached first place… was the first quarter of 2008. |
|
| BEACON’S FIXED ANNUITY PREMIUM STUDY REPORTS FOURTH QUARTER’S FIXED ANNUITY SALES |
| Evanston, IL, March 2, 2010 |
|
| U.S. sales of fixed annuities were an estimated $19.6 billion in fourth quarter 2009... |
|
| Fixed Annuity Sales Fall Overall in 2009 |
| Retirement Income Journal, February 24, 2010 |
|
| Year-to-year sales were down marginally… In a way, the sales decline was a return to normalcy, after the panicky flight from equities... |
|
| Year End Annuity Sales Results Flow In |
| National Underwriter Daily Life & Health, February 22, 2010 |
|
| This is the first time that Beacon, an independent data research firm, and IRI, an industry trade group, partnered on reporting FA and FIA sales results... |
|
| Fixed Index Annuity Sales Continue to Climb |
| Investment Advisor Magazine, February 19, 2010 |
|
| Fixed annuity sales in 2009 were second only the record-setting prior year... |
|
| Insurance Technologies Adds Product Data to Sales Platform |
| Tech Decisions eNews, February 19, 2010 |
|
| VisibleChoice was designed to deliver comprehensive information to financial advisors, enabling accurate analysis and recommendation of suitable annuity products based on a client’s investment needs. |
|
| Fixed annuity sales slid in '09 |
| InvestmentNews, February 17, 2010 |
|
| All told, fixed annuity sales last year topped $105 billion… just 2% below the record high reported in 2008. |
|
| IRI Announces 4Q Fixed Annuity Data: Indexed Annuity Sales Continue to Rise |
| Washington, DC, February 17, 2010 |
|
| Beacon Research to provide fixed annuity data and analysis through new, exclusive partnership with IRI... |
|
| Insurance Technologies Adds Comprehensive Annuity Product Data from Beacon Research to its VisibleChoice™ Sales Platform |
| Colorado Springs, CO, February 16, 2010 |
|
| ... a fully comprehensive set of annuity data for product feature comparisons in its VisibleChoice™ annuity sales platform. …the first … to include all types of deferred annuities. |
|
| Fixed Annuity Sales Off 20% in 3Q |
| National Underwriter Life & Health, February 1, 2010 |
|
| If underlying demand was strong, why were sales lower? |
|
| Cooling Trends? |
| InsuranceNewsNet Magazine, February 2010 |
|
| Annuity sales slowed in late 2009, but it is still the hottest market in decades... |
|
| AIG-free branding helps push Western National past FA rivals |
| InvestmentNews, January 19, 2010 |
|
| Experts have attributed the success of Western National… to a handful of factors... |
|
| Bank Fixed Annuity Sales Down 24% in Third Quarter |
| Washington, DC, January 19, 2010 |
|
| Compared to the prior quarter, three carriers dropped out of the top 10; three joined including... |
|
| Bank Holding Company Annuity Index Gains 3% in Third Quarter; Fixed Annuity Sales Fall 13% |
| Wayne, PA, January 13, 2010 |
|
| However, companies offering competitive credited rates reported strong third quarter 2009 sales... |
|
| Immediate annuities, whole life are likely to gain favor |
| InvestmentNews, January 10, 2010 |
|
| Beacon’s Fixed Annuity Premium Study findings are cited... |
|
| Fixed Annuity Sales Weakened in Third Quarter |
| Retirement Income Journal, November 25, 2009 |
|
| “Sales didn't fall in third quarter due to lower demand...” |
|
| Beacon's Fixed Annuity Premium Study Reports Third Quarter's Fixed Annuity Sales |
| InsuranceNewsNet, November 23, 2009 |
|
| U.S. sales of fixed annuities were an estimated $21.9 billion in third quarter 2009... |
|
| Sales of fixed annuities trailed off in the third quarter |
| InvestmentNews, November 23, 2009 |
|
| NY Life the top FA seller during the quarter, while Pacific Life finally cracked the top 10... |
|
| Third-Quarter Sales of Fixed Annuities Drop 21%, Is First Year-Over-Year Drop in Two Years |
| BestWire, November 23, 2009 |
|
| “It’s all about low rates”... |
|
| Beacon: Fixed Annuity Sales Fall |
| National Underwriter Daily Life & Health, November 20, 2009 |
|
| U.S. sales of fixed annuities fell to about $22 billion in the third quarter... |
|
| BEACON’S FIXED ANNUITY PREMIUM STUDY REPORTS THIRD QUARTER’S FIXED ANNUITY SALES |
| Evanston, IL, November 18, 2009 |
|
| U.S. sales of fixed annuities were an estimated $21.9 billion in third quarter 2009 according to new data ... |
|
| Bank Holding Company Annuity Index Drops 15% in 2nd Quarter; Fixed Annuity Sales Drop 20% |
| Wayne, PA October 15, 2009 |
|
| ...primarily due to falling fixed annuity credited rates and a declining rate advantage over bank CDs, said Beacon... |
|
| Bank Fixed Annuity Sales Down 1% in Second Quarter |
| Washington, DC October 14, 2009 |
|
| U.S. sales of fixed annuities by… depository institutions decreased by 1% from the second quarter 2008... |
|
| Aviva to hit Wall Street, list on NYSE |
| InvestmentNews, October 7, 2009 |
|
| Aviva USA… takes second place in fixed-annuity sales... according to data from Beacon Research... |
|
| It’s Still All About Guarantees |
| National Underwriter, October 5, 2009 |
|
| Beacon puts second quarter results in historical perspective and makes some predictions... |
|
| Annuities for the Middle Class? |
| Financial Advisor, September 22, 2009 |
|
| Since the market collapse last year, more investors have been turning to annuities... |
|
| FA Sales Fall In 2Q But Still Up Over Last Year: Beacon |
| National Underwriter, September 21, 2009 |
|
| Beacon observes that indexed annuities took a 30% share of sales…, reversing a 5-quarter decline. |
|
| The AIG Effect: Success of AIG's Individual Annuities Business Hinges on Distribution |
| BestWeek, September 8, 2009 |
|
| Beacon Research comments on the recent sales results of AIG’s fixed annuity issuers... |
|
| Fixed Annuities Up Over Last Year: Beacon |
| National Underwriter Daily Life & Health, August 31, 2009 |
|
| Fixed annuity sales for the second quarter were 10% higher than the same period of 2008... |
|
| Sales of Fixed Annuities Up 10% in 2Q |
| BestWire, August 31, 2009 |
|
| Big Indexed Writers Gain Ground on Market Rally... |
|
| Second-quarter fixed-annuity sales rose 10% to $27.8 billion, Beacon Research reports |
| InvestmentNews, August 31, 2009 |
|
| Book-value fixed annuities led the pack with $14 billion, the firm says... |
|
| BEACON’S FIXED ANNUITY PREMIUM STUDY REPORTS SECOND QUARTER’S FIXED ANNUITY SALES |
| Evanston, IL, August 28, 2009 |
|
| On a year-to-date basis, total market sales were an estimated $62.6 billion, 39% above first half 2008... |
|
| Fixed Annuity Sales at Banks Drop $1.2 B |
| Bank Investment Consultant, August 27, 2009 |
|
| Bank sales of fixed annuities reached $8.7 billion in the second quarter, according to Beacon Research... |
|
| GREAT AMERICAN FINANCIAL RESOURCES AND SECURIAN/MINNESOTA LIFE JOIN THE BEACON RESEARCH ANNUITYNEXUS DATABASE |
| Evanston, IL, July 20, 2009 |
|
| These issuers join the growing group of Beacon Research data partners... |
|
| Fixed Annuity Sales Hit Fourth Consecutive Quarterly Record |
| National Underwriter, July 6, 2009 |
|
| For consumers, it’s now about return of the money... |
|
| 1Q Sales of Fixed Annuities Jump 78% |
| InsuranceNewsNet Magazine, July, 2009 |
|
| The top 5 companies were... |
|
| The Shifting Industry … Sales Results Reveal the Economy’s Impact on Trends |
| InsuranceNewsNet, July, 2009 |
|
| Beacon provides data and comments on sales trends... |
|
| Banks' Annuity Fee Income Jumps 29% in 2008 |
| BestWire, June 9, 2009 |
|
| More than half of all book value fixed annuity sales occur in banks, per Beacon’s CEO... |
|
| Fixed Annuities Set Fourth Quarterly Record |
| Financial Planning, June 8, 2009 |
|
| “If you add the fourth and first quarters, you have a bigger market than all of ’07...” |
|
| First-Quarter U.S. Sales of Fixed Annuities Jump 78% |
| BestWire, June 2, 2009 |
|
| By company, MetLife Inc. retained its No. 1 spot, with sales of $3.6 billion... |
|
| Fixed annuity sales set record in Q1 |
| Life & Health Advisor, June, 2009 |
|
| MVA results nearly tripled and book value sales almost doubled... |
|
| Post-Boom |
| Financial Planning, June, 2009 |
|
| As insurers try to sell annuities to jittery consumers, many are turning back the clock... |
|
| BEACON’S FIXED ANNUITY PREMIUM STUDY REPORTS FIRST QUARTER’S FIXED ANNUITY SALES |
| Evanston, IL, May 27, 2009 |
|
| Results Set a Record for the Fourth Consecutive Quarter... |
|
| Investors take a shine to fixed and immediate annuities |
| Registered Rep, May 19, 2009 |
|
| Beacon comments on sales trends... |
|
| Insurers slow production of fixed-index annuities |
| InvestmentNews, April 13, 2009 |
|
| Beacon’s CEO comments on moves by isuers to limit sales... |
|
| Life Insurers Profit as Retirees Fear Outliving Cash |
| Bloomberg News, April 13, 2009 |
|
| Sales of… immediate annuities are climbing as retirees are drawn to lifetime payments guaranteed... |
|
| 4Q 2008 Flight to Safety Lands on Fixed Annuities |
| National Underwriter, April 6, 2009 |
|
| Fixed annuity sales results for broker-dealers as a group rose 316% over a year earlier, the largest percentage increase among the channels...
|
|
| Steady Eddy Annuity Bets |
| Financial Advisor, April, 2009 |
|
| … annuities have become the new black, as people try to keep their kitties safe. |
|
| Age of the Annuity |
| Insurance Newsnet Magazine, April, 2009 |
|
| Fixed annuities were up 60% last year and it looks like the momentum will continue in 2009... |
|
| 2009 Fixed Annuity Study: Sales Trends, Best-Selling Products by Channel, Interest Rates |
| Broker World, March, 2009 |
|
| Sales of fixed annuities in the United States were estimated at $87.9 billion in the 12 months ending September 30, 2008 ... |
|
| Beacon Research: MetLife Becomes No. 1 U.S. Seller of Fixed Annuities in Fourth Quarter |
| BestWire, March 10, 2009 |
|
| MetLife gained market share by offering extremely competitive rates at a time when many carriers stood on the sidelines... |
|
| Fixed-annuities sales rose 60% in 2008 |
| InvestmentNews.com, March 6, 2009 |
|
| MetLife sold the most…, hitting $4.1 billion in the fourth quarter... |
|
| BEACON’S FIXED ANNUITY PREMIUM STUDY REPORTS FOURTH QUARTER’S FIXED ANNUITY SALES |
| Evanston, IL, March 5, 2009 |
|
| Annual Sales Hit $107 billion; Fourth Quarter Results Set another Record... |
|
| SYMETRA ADDED TO BEACON'S ANNUITYNEXUS DATABASE |
| Evanston, IL, December 5, 2008 |
|
| Through Beacon’s web-based systems, Symetra’s product/rate information is now widely available on the websites of banks, B-Ds, and other distributors...
|
|
| Led by New York Life Products, Fixed Annuity Sales Rise 54% in Third Quarter |
| Retirement Income Reporter.com, December 1, 2008 |
|
| New York Life sold the most fixed annuities for the second consecutive quarter with $2.5 billion, followed by... |
|
| BEACON’S FIXED ANNUITY PREMIUM STUDY REPORTS THIRD QUARTER’S BANK CHANNEL SALES |
| Evanston, IL, November 21, 2008 |
|
| U.S. bank sales of fixed annuities were an estimated $9.2 billion... |
|
| BEACON’S FIXED ANNUITY PREMIUM STUDY REPORTS THIRD QUARTER’S FIXED ANNUITY SALES |
| Evanston, IL, November 21, 2008 |
|
| Results Set another Six-Year Record... |
|
| As the Markets Plunge, Life Insurers' Reserves on VA Guarantees Questioned |
| BestWire, October 6, 2008 |
|
| Have issuers reserved enough to back VA guarantees? Beacon’s CEO comments... |
|
| Some Banks Put AIG Annuity Sales On Hold |
| National Underwriter Daily Life & Health, October 3, 2008 |
|
| Beacon Research documents AIG Annuity’s leading second quarter sales... |
|
| Fixed Annuities On Track For A Record-Setting 2008 |
| National Underwriter, September 22, 2008 |
|
| The positive yield curve, flight to safety and aging population should continue to boost sales... |
|
| Some Big Names Tossed Around as Potential Buyers of AIG's Life Businesses |
| BestWire, September 22, 2008 |
|
| Beacon’s CEO comments... |
|
| Life Insurers Eyeing Impact of Stock Plummet |
| BestWire, September 17, 2008 |
|
| The recent plummet of the U.S. stock market had many life insurers on alert... |
|
| Market's Changes Lifting Bank Fixed Annuity Sales |
| American Banker and Financial Planning, September 8, 2008 |
|
| Bank sales of fixed annuities are soaring as a result of a favorable interest rate environment, the stormy equity markets, and new product features...
|
|
| An Interview with Jeremy Alexander |
| Insurance NewsNet Magazine, September, 2008 |
|
| Beacon’s CEO discusses the SEC’s proposed regulation of indexed annuities... |
|
| It’s a Changing World |
| Insurance NewsNet Magazine, September, 2008 |
|
| Beacon’s CEO comments on the value of safety and simplicity in today’s market... |
|
| In Volatile Equity Markets, 2Q U.S. Sales of Fixed Annuities Jump 54.1% |
| BestWire, August 28, 2008 |
|
| Sales were driven mainly by the yield curve... |
|
| Strong Fixed Annuity Sales Growth Seen |
| National Underwriter Daily Life & Health, August 25, 2008 |
|
| Fixed annuity sales were at the highest since... 2003... |
|
| Fixed-annuity sales zoom in second quarter |
| InvestmentNews Daily, August 25, 2008 |
|
| Sales hit an estimated $24.6 billion during the second quarter, up 54.1% from the second quarter of 2007... |
|
| Bank Fixed Annuity Sales Rise 26% in Second Quarter |
| Retirement Income Reporter.com, August 25, 2008 |
|
| Driven by a positive yield curve, fixed annuity sales through U.S. banks, credit unions and savings and loan institutions rose markedly... |
|
| BEACON’S FIXED ANNUITY PREMIUM STUDY REPORTS SECOND QUARTER’S BANK CHANNEL SALES |
| Evanston, IL, August 22, 2008 |
|
| AIG Annuity Leads Another Strong Quarter... |
|
| BEACON’S FIXED ANNUITY PREMIUM STUDY REPORTS SECOND QUARTER’S FIXED ANNUITY SALES |
| EVANSTON, IL, August 22, 2008 |
|
| Results Set a Six-Year Record... |
|
| Variable’s loss is fixed’s gain |
| InvestmentNews, August 11, 2008 |
|
| Beacon’s CEO comments on the shift in annuity sales... |
|
| It’s Looking Good for Fixed Annuity Sales in 2Q 2008 |
| National Underwriter, July 30, 2008 |
|
| It also looks like 2008 will be a better year than the industry has seen for sometime... |
|
| SEC Poised to Regulate Index Annuities |
| Retirement Income Reporter.com, July 12, 2008 |
|
| Beacon’s CEO comments on proposed changes... |
|
| Research Watch: AIG leads in 1st Quarter Fixed Annuity Sales – Beacon Research |
| Retirement Income Reporter, July, 2008 |
|
| By product type, book value sales grew the most... |
|
| Fixed-annuity sales up 35% |
| InvestmentNews, June 2, 2008 |
|
| Estimated sales of fixed annuities were $18.1 billion in the first quarter, a 35% increase from the level a year earlier.... |
|
| BEACON'S FIXED ANNUITY PREMIUM STUDY REPORTS FIRST QUARTER'S BANK CHANNEL SALES |
| Evanston, IL, May 30, 2008 |
|
| Sales take off, led by AIG Annuity... |
|
| BEACON'S FIXED ANNUITY PREMIUM STUDY REPORTS FIRST QUARTER'S FIXED ANNUITY SALES |
| Evanston, IL, May 30, 2008 |
|
| AIG Annuity Regains Sales Leadership.... |
|
| '07 Immediate Annuity Sales Rose 16.2% |
| National Underwriter, April 7, 2008 |
|
| Beacon's CEO discusses the story behind the numbers... |
|
| BEACON'S FIXED ANNUITY PREMIUM STUDY REPORTS FOURTH QUARTER'S SALES |
| Evanston, IL, March 10, 2008 |
|
| Allianz Life Reclaims Sales Leader Status... |
|
| BEACON'S FIXED ANNUITY PREMIUM STUDY REPORTS FOURTH QUARTER'S BANK CHANNEL SALES |
| Evanston, IL, March 10, 2008 |
|
| AIG Annuity's Flex 5 & 7 Reclaims Sales Leader Status... |
|
| 2008 Fixed Annuity Study: Best-Selling Products by Channel; Interest Rates; Trends |
| Broker World, March 2008 |
|
| U.S. sales were down an estimated 10.2%... |
|
| BEACON'S FIXED ANNUITY PREMIUM STUDY REPORTS THIRD QUARTER'S SALES |
| Evanston, IL, December 5, 2007 |
|
| New York Life the new leader in total sales... |
|
| Mutiny Against Morningstar |
| Annuity Market News, December 1, 2007 |
|
| The most ambitious challenge to Morningstar may come from Beacon Research... |
|
| BEACON’S CEO TO SPEAK AT NAFA ANNUITY MARKETING SUMMIT |
| Evanston, IL, October 12, 2007 |
|
| Jeremy Alexander, President and CEO of Beacon Research will discuss whether and when it makes sense for these agents to
become RIAs… |
|
| Amid Weak Fixed Annuity Sales, Immediate Annuities Prosper |
| Annuity Market News, October 9, 2007 |
|
| Only about one-fourth of those immediate annuities were purchased with qualified money, however… |
|
| Lack of Liquidity Can Kill Sutability |
| National Underwriter, September 24, 2007 |
|
| Unsuitable annuity sales and sales practices have been big news this year, along with Congressional hearings…
|
|
| U.S. Sales of Fixed Annuities Down 9.2% in Second Quarter |
| BestWire, September 17, 2007 |
|
| MasterDex… was the top-selling product… The top 10 carriers were… |
|
| BEACON’S FIXED ANNUITY PREMIUM STUDY REPORTS SECOND QUARTER’S FIXED ANNUITY SALES |
| Evanston, IL, September 14, 2007 |
|
| U.S. sales of fixed annuities were an estimated $16.4 billion in second quarter, 2007… |
|
| National Financial strengthens several alliances |
| Investment News, September 4, 2007 |
|
| The additions give National Financial’s clients access to Beacon Research’s fixed-rate tax-deferred annuity research...
|
|
| Beacon Added to National Financial’s Alliance Program |
| Boston, MA, August 1, 2007 |
|
| Beacon Research is the first fixed annuity platform to be added to the alliance program of National Financial, a Fidelity
Investments® company ... |
|
| BEACON'S FIXED ANNUITY PREMIUM STUDY REPORTS FIRST QUARTER'S FIXED ANNUITY SALES |
| Evanston, IL, June 1, 2007 |
|
| U.S. sales of fixed annuities fell to an estimated $13.74 billion in first quarter, 2007... |
|
| BEACON’S CEO TO SPEAK AT NAFA 2007 ANNUITY SUMMIT |
| Evanston, IL, April 23, 2007 |
|
| Jeremy Alexander, President and CEO of Beacon Research, will discuss recent fixed annuity sales trends… |
|
| VA Sales Strong in 2006 |
| Investment News, April 9, 2007 |
|
| Beacon's CEO notes that fixed annuity sales were relatively strong as well, given unfavorable economic conditions.
|
|
| Immediate Annuities Were Bright Spot in 4Q FA Sales |
| National Underwriter, April 2, 2007 |
|
| Why? There appears to be an underlying level of market demand... |
|
| MVAs Buoy Flagging Fixed Annuity Sales |
| Bank Investment Consultant, April, 2007 |
|
| ...Banks gained ground in a fixed annuity type that has long played second fiddle... |
|
| 2006 Fixed Annuity Sales Drop 3.3% |
| National Underwriter, March 26, 2007 |
|
| The one exception was sales of MVA annuities... |
|
| U.S. Sales of Fixed Annuities Down 1.1% from Prior-Year Fourth Quarter |
| BestWire, March 6, 2007 |
|
| In the fourth quarter … the top 10 carriers tracked by Beacon's study were… |
|
| 2007 Fixed Annuity Study: Trends, Best-selling Products by Channel |
| Broker World, March 2007 |
|
| Beacon Research estimates that sales of fixed annuities in the United States were $72.1 billion ... |
|
| BEACON’S FIXED ANNUITY PREMIUM STUDY REPORTS FOURTH QUARTER’S FIXED ANNUITY SALES |
| Evanston, IL, March 1, 2007 |
|
| U.S. sales of fixed annuities fell to an estimated $16.5 billion in fourth quarter, 2006… |
|
| U.S. Stock Market Plunge Could Leave Life Insurers' Bond Portfolios Smarting |
| BestWire, March 1, 2007 |
|
| How will stock market declines impact fixed annuities? Beacon’s CEO comments… |
|
| New-Wave Annuities |
| Financial Planning, February 1, 2007 |
|
| Beacon comments on indexed annuity sales trends. |
|
| AMERICAN NATIONAL, THRIVENT FINANCIAL AND UNITED LIFE ADOPT BEACON’S ANNUITYNEXUS SALES SUPPORT
SYSTEM |
| Evanston, IL, January 5, 2007 |
|
| Web-based system supports wholesalers and conservation teams with rapid answers on competing fixed
annuities. |
|
| U.S. Fixed Annuities Post 9.9% Jump in Third-Quarter Sales |
| BestWire, December 7, 2006 |
|
| Sales of fixed annuities in the United States, including equity-indexed annuities, increased to an estimated $19.9
billion... |
|
| Fixed Annuities from a Retirement Income Perspective |
| NAVA Outlook, December, 2006 |
|
| Fixed annuities can play a very important role in making retirement income plans as effective as
possible... |
|
| BEACON'S FIXED ANNUITY PREMIUM STUDY REPORTS THIRD QUARTER'S FIXED ANNUITY SALES |
| Evanston, IL, December 1, 2006 |
|
| U.S. sales of fixed annuities rose to an estimated $19.9 billion in third quarter, 2006 ... |
|
_01.gif)
_02.gif)
_05.gif){kind=small}
