The advisor tech provider is streamlining the annuity process for RIAs as it adds another carrier to its platform.
Fixed annuity sales broke records, pushing Athene Annuity & Life to top-seller status.
The collaboration aims to empower insurers, retirement service providers and other stakeholders against financial crime.
Women have less insurance coverage and more concerns than men, but financial professionals can step in to bust myths about insurance.
Industry groups hail state’s new rule as a win for annuity consumer protection.
Gov. Newsom’s signing of SB 263 makes California the 44th state to adopt the NAIC's controversial model for annuity transactions.
The partnership would make a guaranteed lifetime income product available to more US workers in their defined-contribution plans.
Users of Orion's tech platform will now have direct access to DPL’s tools for finding and comparing annuities.
IncomePath software from Tamiko Toland and Michael Finke was inspired by the work of William Sharpe.
Strong economic conditions combined with demand for protected investments drove a second record year for fixed annuity products.
Senate Finance Committee targets private placement life insurance as a 'booming tax dodge' for the wealthy.
An insurance brokerage CEO says RIAs' failure to adopt modern technology is causing them to fall behind.
The firm would shift variable annuity values to fixed-interest-rate accounts for clients who accept it.
Limra research reveals concerns around retirement, disability, and unexpected emergencies among Black adults.
John Roberts becomes executive vice president and chief distribution officer as Tim Gerend is promoted to president.
DPL's product line saw sales of more than $1 billion last year, more than doubling its 2022 total.
The firms say that 100,000 people will benefit from the new product.
Led by demand for fixed products, total annuity sales were up 23% last year, according to Limra.
Flourish aims to facilitate RIAs’ access to annuities.
Here are some of the key characteristics that may make some clients better candidates for such a solution than others.
