This article is 7 years old. As we are in a rapidly-changing industry, the information contained in this article may no longer be relevant. Please keep this in mind while reading.

I’ve been marketing annuities since 1984 when I was hired by PaineWebber to be a financial advisor.  During the course of the past nearly three decades, the prospects for annuities often rose or fell based upon the change in marginal income taxes, dividend taxation or capital gains taxation.  Only variable annuities—with their underlying stock investment […]