Some advisors are coming round to annuities but survey reveals majority seldom recommend them – and clients don't listen anyway.
New report from Chubb probes the millionaire mindset to find what matters to them.
The 1,450 financial advisors involved in the transaction oversee approximately $108 billion in assets.
'It’s crystal clear for the prospective client that the insurance producer is selling,' says an insurance industry representative.
New report shows lack of protection for possessions, data and reputation.
Sales will escalate in 2024 and 2025 according to a new forecast.
Allianz study reveals substantial gap between aspiration and action.
Tamiko Toland, a force in the annuities business, recently started a consulting firm.
Breakaway fiduciary practices have helped accelerate the firm's sales.
The generation appears split on some key components of life insurance.
Insurance can be expensive, and clients should be aware of all options and how to use coverage when the time comes.
The firm will offer clients comprehensive financial planning services.
Independent agents who sell annuities could be fiduciaries for the first time.
The Marlton, New Jersey-based pair operate Schwartz Financial Services and oversee $175 million in assets.
Total annuity sales increased 21% to $270.6 billion through the first nine months of 2023, Limra reports.
If only they would get professional advice, things could be so much more positive.
JD Power study reveals who’s leading the customer satisfaction race.
The trend is a boon for the insurance business, but there are questions about protections for retirees and workers.
Opponents say the legislation would do little to help most people.
Experts discuss the advantages of annuities and a handy tool for advisors at a recent webinar.
