Life Insurance And Annuities

Displaying 3471 results
Americans score 60 on longevity readiness as care gaps persist
LIFE INSURANCE AND ANNUITIES OCT 28, 2026
Americans score 60 on longevity readiness as care gaps persist

A new John Hancock and MIT AgeLab index shows US adults are no more prepared for longer lives than they were a year ago.

By Steve Randall
Annuity satisfaction hits multi-year high as human-digital balance pays off
RETIREMENT PLANNING OCT 28, 2026
Annuity satisfaction hits multi-year high as human-digital balance pays off

USAA tops the JD Power rankings for a third straight year, while industry-wide scores climb 14 points as providers crack the service formula.

By Steve Randall
RIA annuity adoption tops insurers’ 3-year outlook, Goldman finds
RETIREMENT PLANNING OCT 26, 2026
RIA annuity adoption tops insurers’ 3-year outlook, Goldman finds

Insurers ranking independent broker-dealers ahead of RIAs for near-term growth as fee-only fiduciaries still find annuities a hard fit.

By Leo Almazora
People moves: RBC taps Raymond James veteran for Texas complex
FINTECH OCT 23, 2026
People moves: RBC taps Raymond James veteran for Texas complex

Meanwhile, DPL Financial Partners adds two annuity executives and Prime Capital Financial hires a Mid-Atlantic retirement plan consultant.

By Leo Almazora
Life insurance trust deficit widens as Gen Z clients demand more
LIFE INSURANCE AND ANNUITIES OCT 13, 2026
Life insurance trust deficit widens as Gen Z clients demand more

New JD Power data reveals trust satisfaction fell 9 points industry-wide, with Gen Z customers hit hardest.

By Steve Randall
Gen X and millennials are rethinking retirement as pensions disappear
RETIREMENT PLANNING OCT 07, 2026
Gen X and millennials are rethinking retirement as pensions disappear

Eight in 10 pre-retirees say the US retirement system wasn't built for them and most still haven't planned how to make their money last.

By Steve Randall
Annuities math shines as 10-year Treasury yield tops 5 percent: American Equity
LIFE INSURANCE AND ANNUITIES OCT 06, 2026
Annuities math shines as 10-year Treasury yield tops 5 percent: American Equity

American Equity's Daniel Biagini, ART e-book, says rising rates make fixed index annuities more competitive than ever, and free up capital for clients' growth portfolios

By Kiernan Green
Built on insurance experience to deliver on long-term promises
LIFE INSURANCE AND ANNUITIES OCT 06, 2026
Built on insurance experience to deliver on long-term promises

Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.

By Manal Ali
Annuities for RIAs: Why fee-only advisors still hit a wall
RETIREMENT PLANNING OCT 05, 2026
Annuities for RIAs: Why fee-only advisors still hit a wall

Halbert Hargrove senior wealth advisor weighs in on the products' guaranteed income upside, the operational drag and his wish list for carriers.

By Leo Almazora
Why advisor annuity adoption often stalls on workflow and fee objections
LIFE INSURANCE AND ANNUITIES OCT 02, 2026
Why advisor annuity adoption often stalls on workflow and fee objections

Annuity proponents say clients' lockup and fee fears are trade-offs advisors can reframe as guaranteed lifetime income.

By Gregg Greenberg
Clients fear outliving savings as AI and longevity upend retirement math
RETIREMENT PLANNING OCT 01, 2026
Clients fear outliving savings as AI and longevity upend retirement math

TIAA survey finds 53% of Americans worry about running out of money, as AI and medical advances scramble retirement income planning.

By Steve Randall
SS&C's Black Diamond adds insurers as annuity demand grows
RETIREMENT PLANNING SEP 16, 2026
SS&C's Black Diamond adds insurers as annuity demand grows

Partnership with DPL adds Jackson and Protective to insurance marketplace as fee-based annuities gain traction with fiduciary advisors.

By Leo Almazora
Life insurers are losing clients at an alarming rate and advisors can help fix it
LIFE INSURANCE AND ANNUITIES SEP 15, 2026
Life insurers are losing clients at an alarming rate and advisors can help fix it

New global research exposes a consumer engagement crisis in life insurance, with clear implications for how advisors position and support coverage conversations.

By Steve Randall
Dell family office nears $7.7B Baldwin Insurance take-private deal
EQUITIES SEP 14, 2026
Dell family office nears $7.7B Baldwin Insurance take-private deal

DFO Management is in advanced talks to acquire the Tampa-based insurance brokerage at a premium to its current market value.

By Steve Randall
Life insurance talk gap leaves families financially exposed
LIFE INSURANCE AND ANNUITIES SEP 10, 2026
Life insurance talk gap leaves families financially exposed

Lincoln Financial data finds 78% of families have skipped the coverage conversation, creating costly blind spots advisors can help close.

By Steve Randall
US annuity sales hit $121 billion in second quarter to drive new first-half high
RETIREMENT PLANNING SEP 08, 2026
US annuity sales hit $121 billion in second quarter to drive new first-half high

LIMRA data show record RILA demand as advisors lean on guaranteed income to calm anxious clients.

By Leo Almazora
Long-term care blind spot is draining your clients' retirement savings
RETIREMENT PLANNING SEP 04, 2026
Long-term care blind spot is draining your clients' retirement savings

A new ACLI survey finds most middle-class Americans plan to rely on Medicare for long-term care, but that’s not covered!

By Steve Randall
Ty J. Young Wealth Management acquires annuity book in Missouri succession deal
LIFE INSURANCE AND ANNUITIES SEP 02, 2026
Ty J. Young Wealth Management acquires annuity book in Missouri succession deal

Atlanta-based retirement income firm expands its annuity acquisition strategy with the purchase of Eric Rudd's Senior Insurance Services book of business.

By Steve Randall
Aon confirms $17B deal to acquire USI Insurance from KKR
LIFE INSURANCE AND ANNUITIES AUG 31, 2026
Aon confirms $17B deal to acquire USI Insurance from KKR

Insurance brokerage and consulting firm has roughly $3 billion in annual revenue and serves midsize businesses across the US.

By Steve Randall
What life insurance are clients buying? New data reveals the trends
LIFE INSURANCE AND ANNUITIES AUG 28, 2026
What life insurance are clients buying? New data reveals the trends

LIMRA data shows clients are gravitating toward whole life and variable universal life as demand for guaranteed and market-linked coverage grows.

By Steve Randall