MoneyGuide users are now able to model various annuity strategies to identify and act on income gaps their clients may face
Some types of annuities are getting a lot of attention even though sales are down overall
With yields at historic lows, the ability of fixed income to deliver on its storied value proposition as a portfolio ballast in times of stress is challenged
The accounts are frequently being used to cover pandemic-related expenses, and employers are increasingly playing up their benefits to workers
The market for insurance-linked securities totals close to $100 billion and has expanded beyond catastrophe bonds to include collateralized reinsurance contracts
Financial advisers are ideally situated to help clients talk through the unforeseen challenges a global pandemic brings
Dean Vagnozzi sold millions in unregistered securities to clients who weren't wealthy enough to buy them. Why did the SEC take so long to drop the hammer on him?
The Secure Act provides numerous opportunities for advisers, and annuities are part of that, panelists said
The regulation would implement a SECURE Act provision intended to help savers assess their nest eggs
Despite the relief provided by the CARES Act, people are more worried about retirement than ever, and their concept of it is changing, panelists said
This year's volatility has some near-retirees worried about protecting their assets, and the insurance products are one way of doing that
As COVID-19 has interrupted the retirement plans of millions, these products can play a role in their planning going forward, insurance execs said at the Retirement Income Summit
Scott Dudley and David McQuade form Stirling Financial Group in San Diego
The Insured Retirement Institute calls for raising RMD age, allowing catch-up retirement contributions
The rewrite of the vacated Obama fiduciary rule also draws criticism from investor advocates
Effort highlights agency’s teacher initiative, but expert calls it ‘slap on wrist’
Nearly all types of annuities fell by double digits due to low interest rates and fallout from COVID-19
But there is little consensus on how to do so, according to comment letters submitted this week to the regulator
Weighing policy options to maintain coverage at an affordable price
Prospecting is now more difficult, and advisers said they are less effective at selling products, a report from Limra and others shows
