The firm's African American Financial Professionals Network will use tools provided by Changing How Individuals Prosper, an online referral network.
Data collected by the Secure Retirement Institute show gains in all annuity categories in 2021.
GWG Holdings Inc., an investor in life settlements, missed $13.6 million in payments this month to investors in its L Bonds.
Many people are likely wondering how heightened inflation will affect their retirement goals, including the role of insurance products they already own or are considering.
The deferred fixed annuity is designed to be used as an allocation within managed accounts or custom target-date model portfolios in 401(k)s.
Kate Henry and Mike Walsh will lead the region for the insurance broker.
Those who missed enrolling in the program when they were first eligible get a second chance during Medicare's general enrollment period, which runs from Jan. 1 through March 31 each year.
Given the disconnect between what ESG investors expect and what some ESG funds are actually investing in, it's time for some serious reputation risk management.
New York says insurer improperly engaged in pension risk transfer business.
Gov. Jay Inslee says legislators need time to refine the program, the Washington Cares Fund.
Except for a big investment in real estate, there wasn't that much divergence, a recent survey found.
DPL added 11 more multi-year guaranteed annuities, or MYGAs, to its commission-free marketplace, which previously included a single product in that category.
State Street's product is far from being the first in the DC market — but the plans using it are potentially the largest to opt for a target-date series paired with an insurance feature.
In a recent speech, SEC Commissioner Allison Herren Lee pointed out how the annuity rule differs from Reg BI on mitigating conflicts of interest.
Guaranteed Income Direct is integrated into Fidelity’s employee benefits portal and offers workers immediate income annuities at institutional pricing from the insurance company of their choice.
Developing a tailored regulatory filing form for RILAs could help investors better understand the product. The proposal has the backing of the insurance industry and investor advocates.
Opponents of Washington's long-term care insurance program are claiming that it violates a handful of laws.
Seven industry notables offer their views on what the financial advice business will look like in coming years.
Sales dipped slightly during the third quarter compared with the second, a report finds, but the year is still on pace to be the biggest since 2008.
The product, which will be offered in defined-contribution plans, is engineered to deliver 6% income at retirement.
