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Monday, July 21, 2008

A CFA favors longevity annuities

Longevity annuities may make sense in the eyes of at least one CFA charterholder.

"...individuals can have their cake and eat it too. They can buy longevity insurance for about 5–10 percent of their assets while investing and decumulating the remaining 90–95 percent!" according to a Canadian charterholder's letter in the July-August issue of CFA Magazine (subscription required).

I've written previously about annuities. It fascinates me that they're becoming more respectable.



_________________
Susan B. Weiner, CFA
Investment Writing
Writing that's an investment in your success

Check out my website at www.InvestmentWriting.com or sign up for my free monthly e-newsletter.

2 comments:

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