Tag Archive: Annuity

Oct 14 2015

Annuity Payout Rates for Life Annuities

Annuity Payout Rates I read an interesting US technical article on Annuity Pricing Sensitivity and while the scope of the article is very detailed, one chart showing the payout rate versus age got my interest, as shown below.   As I get a lot of requests for annuity quotes, I thought Canadians might find the data interesting …

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Aug 28 2014

The Simple Rule That’s Not So Simple

The Simple Rule That’s Not So Simple  I came across an article recently entitled “The simple rule that keeps income flowing during retirement “ and thought I would present an alternate solution for the retiree using a life annuity. To ensure that the retiree doesn’t run out of money over their lifespan (from age 65 to age …

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Apr 09 2014

What’s New with Variable Annuities (GMWB): 2014

What’s New with Variable Annuities (GMWB): 2014   February 24, 2014  Desjardins Financial reintroduced a new version of their Helios product which was discontinued to new applications for some time now.  In 2006, I attended an advisor conference and a specific presentation about a new retirement product coming down the pipeline aimed at both retirees and those …

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Apr 01 2014

Annuity Payment Estimator

 Annuity Payment Estimator This article provides a rough guide on how much an annuity pays based on several factors. Step by step instructions for the annuity payment estimator are provided below the table plus a example. Please note that this information is current as of the date and time posted and is subject to change without notice. …

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Oct 24 2013

What’s New with Variable Annuities (GMWB):Q3-2013 Update

What’s New with Variable Annuities (GMWB):Q3-2013 Update   In 2006, I attended an advisor conference and a specific presentation about a new retirement product coming down the pipeline aimed at both retirees and those within 15 years of retirement. Technically it’s called a variable annuity but is more commonly referred to as a GMWB or Guaranteed Minimum Withdrawal Benefit. The product was developed  because …

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