The latest preliminary data release from LIMRA show advisors leaning into RILAs, income annuities and protection strategies as clients put certainty over yield.
Most advisors are leaning into volatile markets rather than retreating, and more than half plan to increase their use of protection-oriented strategies by year-end.
Integrations with FIDx and Luma Financial Technologies extend the firm's digital distribution, including a first-of-its-kind update for the life insurance business.
Government interference in insurance is always a concern
Average preparedness score exposes shortfalls beyond traditional retirement planning.
Firm continues recruiting push as experienced advisors seek flexibility, support, and growth.
Matt Berman tells InvestmentNews that long-term financial planning is evolving due to client demand.
As advisors shift from a product‑centric mindset to one focused on client outcomes, they’ve become more open to bringing annuities and life insurance into a single, integrated planning conversation.
IRAs maintained their dominance, while DC plans rose modestly in the fourth quarter and mutual funds continued to anchor account-based savings.
Regulator says Avinesh Shankar used electronic signature software to submit 115 annuity applications tied to 64 customers.
Ruling vacates Labor Department’s 2024 fiduciary package and related exemptions, keeping existing Reg BI and state best-interest standards in place.
After piloting with select partner firms, the commission-free annuity platform's latest module has seen nearly $1 billion in annuity assets uploaded since its late-2025 soft launch.
Survey highlights issues despite satisfaction levels well above those for wealth management’s independent advisors.
FIDx CEO Rich Romano says operational friction, compliance complexity and fragmented workflows, not lack of demand, are holding advisors back from delivering guaranteed income solutions at scale.
LIMRA data show 2025 annuity sales topping $460 billion as RILAs, FIAs, and fixed-rate deferred products drive growth.
Report highlights stable ratings, strong capital buffers and steady annuity growth into 2026.
A 26.74% decline in client acceptance odds for annuities suggests retirement-focused advisors should "flip the script" on standard planning conversations.
The two-way agreement, which has TPG overseeing an initially $12 billion mandate, makes Jackson the latest insurance player to tap external expertise in asset-based lending.
LIMRA projects full-year 2025 annuity sales projected to top $450 billion, with independent broker-dealers driving more than half of third-quarter sales in registered annuity products.
Marking its first new target-date addition in two decades, Vanguard’s new CITs offer 401(k) participants another option in the growing market of in-plan annuities.
