Displaying 79 results
Record number of pension-risk transfer contracts sold in Q3: Limra
The number of contracts sold in the third quarter marks a 39% increase from the prior year.
New annuity products don’t have ‘icky feeling of commission’
Some advisors are coming round to annuities but survey reveals majority seldom recommend them – and clients don't listen anyway.
‘Annuity Yoda’ sees an industry that could be more thoughtful
Tamiko Toland, a force in the annuities business, recently started a consulting firm.
DPL Financial Partners doubles annuity sales to $2B in little more than a year
Breakaway fiduciary practices have helped accelerate the firm's sales.
White House, others question annuity safeguards
Once again, annuities are at the heart of a debate over retirement savings and investor protection. The DOL says state oversight of sales of the products isn’t strong enough.
The insurance industry really doesn’t like the DOL’s proposed rule
Independent agents who sell annuities could be fiduciaries for the first time.
Employers racing to offload pensions to insurers
The trend is a boon for the insurance business, but there are questions about protections for retirees and workers.
Ride the annuity bull market (while you can)
The first half sell-off in both stocks and bonds has opened the door for annuities and those selling them.
Cetera B-D on hook for $2.66 million arbitration claim stemming from REITs, annuities
In an unusual aspect of the investors' claim and subsequent award against First Allied Securities, the $2.66 million in damages requested matched the amount the three arbitrators awarded.
Fintech raises $5.1 million to expand annuity platform for 401(k)s
Major insurers including Allianz Life, Franklin Templeton and Pacific Life are joining a venture firm in backing San Francisco-based Micruity.
New legislation targets registered index-linked annuities
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.
TIAA participants waiting longer to retire
Required minimum distributions are becoming the de facto default distribution choice for retirees, TIAA data show.
‘Guaranteed income’ preferred over ‘annuities’
The insurance industry recognizes that the word 'annuity' is not always received well. But that's only part of what hampers the products, according to two recent reports.
Gen Xers are most likely to buy annuities: Survey
Pensions are all but nonexistent for younger workers, and many are worried about cuts to Social Security.
Deferred income annuities are more than just a risk management tool right now
In the current interest rate environment, income annuities find themselves in the unique position of being a competitive investment tool
Getting annuities onto 401(k) plan menus
SECURE Act provisions providing plan fiduciaries with some legal protection, requirements for lifetime income disclosures on 401(k) statements and a volatile stock market all bode well for these products
Envestnet launches annuities on MoneyGuide platform
MoneyGuide users are now able to model various annuity strategies to identify and act on income gaps their clients may face
Retirement Planning with Annuities: 3 Key Benefits
Research has shown FIAs can outperform bonds, making them a solid bond alternative.
3 Advantages of Fixed Indexed Annuities
Research has shown FIAs can outperform bonds, making them a solid bond alternative.
Annuity yield in short supply as interest rates falter
Few highly rated insurers are offering fixed annuities guaranteeing more than 3%, a challenge for advisers in search of yield for clients.
