Inaugural survey report finds three-quarters of DC plan leaders expect demand for lifetime income to grow over five years – but 'annuity fluency' could pose challenges.
Sound Income Group founder David Scranton offers strategies from his new book to help advisors increase their AUM.
David Underwood sold unregistered Heartland fund securities to 20 clients, including his wife, according to the SEC.
The retirement plan giant is giving millions of customers access to its latest guaranteed lifetime income offering through its managed account programs.
The $1.6 trillion financial services giant unveiled several key appointments, including its first global head of insurance and retirement.
Latest Limra figures reveal 30 percent annual bump in total annuity sales for the third quarter, with double-digit increases across all product lines.
The latest ACLI data show a 9 percent annual increase in annuity benefits issued by insurers, while premium payments into annuities reached $361 billion.
Industry groups ACLI and NAIFA hail milestone as backing for the model rule spreads to 48 states.
The latest findings offer a glimpse of challenges around inflation, healthcare costs, and Social Security's long-term viability.
The retirement giant is extending its guaranteed income shelf with fixed-income annuity options from Loomis Sayles and Nasdaq.
The fintech's move to integrate both life insurance and annuities promises to enable more comprehensive financial planning among advisors.
The platforms' alliance will address a major barrier for DPL advisors that want to incorporate annuity and insurance products into their practices.
A new study backed by ACLI suggests systematic withdrawals coupled with a one-time or phased annuitization could create a better retirement income outcome.
The latest Q3 figures point to a $331B year-to-date sales bonanza, a new record for RILA sales, and a fresh high for fixed index annuities.
Survey reveals unsurprising support from fee-only advisors but CEO of Finseca says restricting yourself to one fee model is "just plain stupid."
The independent platform provider of fee-based insurance solutions is giving its RIA consumers access to two new annuity offerings, including one industry-leading product.
In a nod to sales trends that favor protection-focused annuities, the company has added a guaranteed minimum account balance rider for its Elite Access variable annuities.
Survey finds three-fifths of annuity holders wrestling with financial health concerns, while many lack full understanding of the protected income products.
The new retirement savings product, launched in partnership with Pacific Life, offers a fresh option for defined contribution plan participants.
Pension risk transfers, where insurance companies cover defined-benefit liabilities with group annuity contracts, have exploded in popularity – and litigation over them has followed.
