Compare and Contrast – Income Riders & Annuity Resource

Life Insurance Awareness Month

The Big DaySeptember 1, 2018
46 days to go.

Below you will find some of the better articles about annuity income riders and variable annuities.

Author(s)ArticlePublicationDate
Bauer, Kling and RussA universal pricing framework for guaranteed minimum benefits in variable annuitiesASTIN Bulletin2008
Benartzi & ThalerAnnuitization puzzlesJournal of Economic Perspectives2011
BlanchettOptimal portfolio allocations with GMWB annuitiesJournal of Financial Planning2012
BlanchettLow Bond Yields and Efficient Retirement Income PortfoliosThe Journal of Retirement2013
Chang, DeJong, Liu, and RobinsonThe Cost of Guaranteed Income: Demystifying the Value Proposition of Variable Annuities with GLWB RidersRetirement Management Journal2014
Kitces & PfauThe True Impact of Immediate Annuities on Retirement Sustainability: A Total Wealth PerspectiveRetirement Management Journal2014
Dai, Kwok, & ZongGuaranteed minimum withdrawal benefits in variable annuitiesMathematical Finance2008
Huang Grove & TaylorThe Efficient Income Frontier: A Product Allocation Framework for RetirementRetirement Management Journal2012
Milevsky & KyrychenkoPortfolio choice with puts: Evidence from variable annuitiesFinancial Analysts Journal2008
RobinsonA context for considering variable annuities with contemporary living benefit ridersJournal of Financial Planning2008
Steinorth & MitchellValuing variable annuities with guaranteed minimum lifetime withdrawal benefitsPension Research Council2012
Xion, Idzorek and ChenAllocation to deferred variable annuities with GMWB for lifeJournal of Financial Planning2010

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About Ted Bernstein 55 Articles
Dedicated to helping people create the ultimate retirement security and protection plan to safeguard their families and businesses. I stress guaranteed income solutions, indexed annuities and state of the art wealth preservation strategies. As the innovator of life insurance products without commissions, my recommendations are impartial, objective and always in the best interests of my clients.