November 15, 2024

Wealth Matters: That Bland Annuity Notice May Be Anything but Routine

That’s because several insurance companies that sold variable annuities with generous income or death benefits before the financial crisis are having sellers’ remorse. Meeting those obligations — often guaranteed returns or payouts of 6 or 7 percent — has become tougher with interest rates low and the costs to hedge these guarantees high.

Now these companies are trying to persuade annuity owners to take buyouts or, in one case, are insisting that clients move into investments with lower returns — with the penalty of losing their guaranteed payment if they do not. Many of these notices arrive as bland-looking letters with little indication that they may be urgent.

“It caught the distributors off guard that the carriers would make these kind of changes, particularly to existing clients,” said Bernie Gacona, director of annuities at Wells Fargo, a large distributor of annuities. “We don’t have issues when carriers are making changes to the products with new clients — they don’t have to buy it. With existing clients, you’re pretty stuck.”

AXA Financial, which made an offer to buy out death benefits last fall, has filed with the Securities and Exchange Commission to expand the program to include riders that guarantee the rate of accumulation in an annuity. AXA would pay the annuity holder a lump sum to give up the rider.

“There were a lot of benefits sold by us and others prefinancial crisis that have become much more expensive than anticipated,” said Todd Solash, managing director of product development at AXA. “It’s fully voluntary. We’ll put money in, in exchange for canceling the riders.”

The Hartford, which is getting out of the annuity business, has gone further: it has sent letters to clients and advisers saying that they have until October to change the asset allocation in certain variable annuities. The goal is to lower the client’s balance and therefore the amount the company will have to pay out. If they do not do this, they will lose the rider that guaranteed a payment regardless of the cash value of the annuity. Instead of getting a 5 percent guaranteed payout for life, the owner would get a lower payout based on a lower account value.

“It’s important to note that the investment changes are not applicable to all contract owners, but to those where the investment changes are permitted under the existing contracts,” said Shannon Lapierre, a spokeswoman for The Hartford.

The Hartford’s original letter to advisers in May, given to The New York Times, was vague about what was happening. It put changes to the investments people were allowed to make toward the end and made no mention of the severe penalties. Instead, it referred advisers to a Web site for more information.

A letter sent to clients in June highlighted that “the withdrawal feature of your optional benefit rider will be revoked” with the last three words in capital letters. Ms. Lapierre said additional letters would be sent from now till the Oct. 4 deadline.

While the changes these two companies are making are at different ends of a spectrum, they are part of a trend with variable annuities sold in better times. Last fall I wrote about Prudential Annuities’ canceling provisions in 14 annuities with guaranteed payouts that allowed owners to continue to add money to them. Earlier this year, AXA also eliminated two dozen investment options and moved clients’ money into different funds.

These changes are also emblematic of how complicated these types of annuities have become. Still, in a time of low returns and few guaranteed sources of income, there is often a desire for the perceived security of annuities, which come in many forms.

So, how should some people consider what they already own? How should others consider a sales pitch to buy a new annuity?

It’s worth noting that all of these changes are legal, and the company’s right to do what it is doing is detailed in contracts that stretch to hundreds of pages. That is part of the problem, of course, since people often do not read those contracts closely.

This article has been revised to reflect the following correction:

Correction: July 12, 2013

An earlier version of this column misidentified the developer of the annuity intelligence report. It was developed by Morningstar, not the Macro Consulting Group, which uses it to analyze annuity contracts.

Article source: http://www.nytimes.com/2013/07/13/your-money/annuities/that-bland-annuity-notice-may-be-anything-but-routine.html?partner=rss&emc=rss

Your Money: Your Money: Rental Investment May Seem Safer Than It Really Is

The idea of buying a house and renting it out may seem especially attractive now, with home prices still reasonable, though rising, in many places, and interest rates at levels practically begging you to borrow. And if you’re thinking about retirement, the income can serve as an inflation-adjusted annuity of sorts, since rents are likely to rise over time.

But our perceptions can be deceiving. “There is a lot of idiosyncratic risk associated with rental income,” said Christopher J. Mayer, professor of real estate, finance and economics at Columbia Business School. “That is the word that economists use for when a lot of things can go wrong, even if on average they don’t go wrong very often.”

Tom and Ana Vogel, a retired couple in their early 70s, are seasoned landlords. So they’re aware of the risks, having dealt with problematic tenants in the past. Still, with a sizable piece of their retirement savings tied up in certificates of deposit earning less than 1 percent, they thought they could do better by buying a house and renting it out. They recently bought a five-bedroom house in their hometown, Germantown, Md., for $350,000, and they expected about a 6 percent return on their investment, as well as some tax benefits.

“It is high risk, you just have to be careful,” said Mr. Vogel, who worked as a geodesist and information technology manager for what was the Defense Mapping Agency. “You have no control over the stock market,” he added, explaining that they didn’t have the stomach for the volatility after losing half of the $100,000 they had invested in mutual funds during the market downturn in 2000.

With a pension accounting for half of their retirement income, the couple may have more room for error than other retirees. They also paid for the property in cash — the C.D. money covered half, and they used a home equity loan on their primary home to cover the remainder.

If you’re thinking about testing these waters, you can expect to compete with cash buyers like the Vogels — they represented 32.3 percent of home sales in February, according to the Campbell/Inside Mortgage Finance HousingPulse Tracking Survey. But a lot of those investors have much deeper pockets. In certain spots across the Sunbelt, in particular, the homeowner next door may actually be a faceless private equity firm. The Blackstone Group and other Wall Street investors are gobbling up properties in places like the Tampa Bay area of Florida by the thousands. And their exit strategy could affect yours.

Jack McCabe, a real estate consultant in Deerfield Beach, Fla., said he had never seen large investors purchase so many homes in one fell swoop, giving them such great sway over pricing in the market. “A lot of the price increase is not due to a market that is getting healthy, but is due to the influx of hedge funds, and a high percentage of homes are selling at artificially inflated values,” Mr. McCabe said.

Should you decide to follow the Vogels’ lead, there are a variety of calculations you should make, and concerns and questions you should have ahead of time, several of which are sketched out below.

DO I NEED FINANCING? Taking out a mortgage obviously increases your financial risk, even if you believe there is a healthy spread between what you can charge in rent and what you owe on the mortgage (and other expenses). In fact, what you’re really doing is borrowing to expand the size of your investment portfolio, explained Professor Mayer, which can be particularly risky for retirees who are no longer working. “They can turn their $500,000 portfolio into $600,000 by borrowing, but if you told them you were going to borrow money to buy a REIT, people would say, ‘Gee, that’s really risky,’ “ he said. “Well, then why is it less risky to do that with a rental property?”

We don’t have to look back too far to remember what can happen if home values fall. “If stuff goes down in value, that leaves you much more exposed,” Professor Mayer said. “Borrowing money to earn a higher return involves risk.”

CAN I GET A MORTGAGE? Not only is getting a mortgage on an investment property more difficult than getting a loan on your primary home, it also tends to be more expensive. Mortgages on investment properties tend to carry slightly higher interest rates — anywhere from 0.25 of a percentage point to a full percentage point — and may require higher down payments, according to Keith Gumbinger of HSH.com, a mortgage data firm. “Things can also get more complicated where the income from the property is needed to support the loan,” he added. “The purchaser may need to provide a rental history for the property, if any exists, or they may need to have a rental market analysis conducted.”

AM I DIVERSIFIED ENOUGH? If you have a $600,000 portfolio, putting $300,000 into one asset is a highly concentrated bet. “People tend to mentally compartmentalize their investments, but really, you should be looking at them together,” Professor Mayer added.

Article source: http://www.nytimes.com/2013/03/30/your-money/investing-in-a-rental-home-isnt-as-safe-as-it-may-seem.html?partner=rss&emc=rss

Letters: The Annuity Question

Opinion »

The Thread: Reality Check

Enough about Weiner, let’s talk about Yemen.

Article source: http://feeds.nytimes.com/click.phdo?i=e654f23c5094b3bf3710b63e9f8039f0