Life Insurance And Annuities

Displaying 3374 results
NYL’s annuities leader on where industry can improve
RETIREMENT LIFE INSURANCE AND ANNUITIES OCT 10, 2024
NYL’s annuities leader on where industry can improve

Matt Wion, who heads up the company’s retail annuities business, says the “Amazon and Uber effect” means industry improvements are needed to make the buying process easier.

By Emile Hallez
Corebridge breaks into the RILA space
RETIREMENT RETIREMENT PLANNING OCT 09, 2024
Corebridge breaks into the RILA space

The insurance giant says its latest offering puts it a step ahead against other top-three annuity providers.

By Leo Almazora
How to help high-net-worth clients save on soaring insurance costs
RETIREMENT LIFE INSURANCE AND ANNUITIES OCT 04, 2024
How to help high-net-worth clients save on soaring insurance costs

A HUB International strategist offers tips for reducing skyrocketing insurance bills.

By Gregg Greenberg
Two-pronged combo can balance retirement income and liquidity, says T. Rowe Price
RETIREMENT LIFE INSURANCE AND ANNUITIES OCT 03, 2024
Two-pronged combo can balance retirement income and liquidity, says T. Rowe Price

Investment manager's white paper suggests a rethink for 'common misunderstanding'.

By Steve Randall
Advisors and clients aren't clicking on retirement planning
RETIREMENT RETIREMENT PLANNING OCT 02, 2024
Advisors and clients aren't clicking on retirement planning

Survey data show crucial communication gaps between financial professionals and investors on protected income, annuities, social security and more.

By Leo Almazora
Annuities are changing, and so are advisors' attitudes
RETIREMENT LIFE INSURANCE AND ANNUITIES SEP 23, 2024
Annuities are changing, and so are advisors' attitudes

Those who hate annuities are shortchanging clients, says advisor.

By Josh Welsh
Best-interest annuity rule gains ground in Louisiana
RETIREMENT RETIREMENT PLANNING SEP 23, 2024
Best-interest annuity rule gains ground in Louisiana

Industry groups hail the move in the Pelican State as another win for consumers in need of lifetime income.

By Leo Almazora
Research reveals middle-income household gap on long-term care insurance
RETIREMENT RETIREMENT PLANNING SEP 18, 2024
Research reveals middle-income household gap on long-term care insurance

Survey of middle- and upper-income consumers reveals shortfalls around familiarity, cost concerns, and the role of financial planners.

By Leo Almazora
Four-fifths of retirement plan advisors are talking about lifetime income
RETIREMENT LIFE INSURANCE AND ANNUITIES SEP 18, 2024
Four-fifths of retirement plan advisors are talking about lifetime income

BlackRock research surveys retirement advisors' sentiment around active managements, retirement income solutions, and AI.

By Leo Almazora
Term life sales on pace for record year, says Limra
RETIREMENT LIFE INSURANCE AND ANNUITIES SEP 11, 2024
Term life sales on pace for record year, says Limra

Industry data show term products capturing 20 percent of the US individual market, with $1.5B in premiums over the first six months of 2024

By Leo Almazora
Workers feeling retirement-ready as they reimagine their relationship with 401(k)s
RETIREMENT RETIREMENT PLANNING SEP 11, 2024
Workers feeling retirement-ready as they reimagine their relationship with 401(k)s

Nationwide survey research reveals snapshot of sentiments around retirement, economic anxieties, and need for protected income.

By Leo Almazora
The US retirement system need to evolve, says TIAA Institute
RETIREMENT RETIREMENT PLANNING SEP 10, 2024
The US retirement system need to evolve, says TIAA Institute

As lifespans get longer and workers' access to DB plans decrease, researchers make the case for a "hybrid" system to support retirees.

By Leo Almazora
Luma forges alts alliance with Arete Wealth
RETIREMENT ALTERNATIVES SEP 09, 2024
Luma forges alts alliance with Arete Wealth

The strategic partnership promises to help advisors at the hybrid RIA grow their business around annuities and structured products.

By Leo Almazora
Vestwell adds first annuity option for 401(k)s, from TIAA
RETIREMENT LIFE INSURANCE AND ANNUITIES SEP 05, 2024
Vestwell adds first annuity option for 401(k)s, from TIAA

Next year, the firm will add a lifetime income feature paired with a target-date series that lets customers buy annuities or take distributions at retirement.

By Emile Hallez
Sound Income Group sharpens brand focus with relaunched coaching division
RETIREMENT RIAS SEP 04, 2024
Sound Income Group sharpens brand focus with relaunched coaching division

The diversified financial services company in Florida is reaffirming its focus on income with a rebrand of its consulting and marketing arm for independent annuity producers.

By Leo Almazora
Posing as a broker, Maryland insurance agent grabs clients' savings
RETIREMENT LIFE INSURANCE AND ANNUITIES AUG 29, 2024
Posing as a broker, Maryland insurance agent grabs clients' savings

"Customers should use regulated industries to their advantage and hire career specialists in each area of their lives," said one industry executive.

By Bruce Kelly
Which firm leads annuity sales this year?
RETIREMENT LIFE INSURANCE AND ANNUITIES AUG 29, 2024
Which firm leads annuity sales this year?

Sales continue to rise across the industry, Limra found.

By Emile Hallez
Avalanche of peak boomer retirements will have “a significant impact,” warns study
RETIREMENT RETIREMENT PLANNING AUG 27, 2024
Avalanche of peak boomer retirements will have “a significant impact,” warns study

Research from the Alliance of Lifetime Income highlights the economic implications of a historic turnover in the workforce.

By Leo Almazora
Investors like annuities in 401(k)s, for other people
RETIREMENT RETIREMENT PLANNING AUG 27, 2024
Investors like annuities in 401(k)s, for other people

Lifetime income options are good for those who are less financially savvy, a focus group with at least $500,000 said.

By Emile Hallez
Annuities post $109B sales record in Q2 as deferred annuities surge
RETIREMENT LIFE INSURANCE AND ANNUITIES AUG 22, 2024
Annuities post $109B sales record in Q2 as deferred annuities surge

Indexed and structured products logged robust double-digit growth as fixed-rate annuities face challenges from declining rates, says new report.

By Leo Almazora