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ANNUITIES

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What Holds Clients Back From Annuities?

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Potential buyers say they like these products, but why don't they jump in?

DOL Annuity Rule Proposal Helps Investors Guard Against Conflicts, Proponents Say

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Supporters of the rule weighed in on the last day to offer public comments.

Insurance, Annuity Industry Wants Exclusion From Mass. 'Junk Fee' Rule

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The industry is arguing that the proposal conflicts with the underwriting process.

Jackson Launches Tax-Deferred Calculator

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The calculator provides a comprehensive and tailored view of what an individual's plan looks like if it includes tax-deferred options.

FPA Tells DOL Advisors Need More Time To Phase In Fiduciary Rule

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The trade group's CEO wants clarity on how compliance with other best interest rules will work.

Trade Groups Tell DOL To Withdraw Proposed Fiduciary Rule

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Unions and consumer groups argue rule is needed to weed out costly conflicts.

Annuities Are Back In Fashion, But Are They Safe?

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Rising interest rates have spurred a boom in demand, but investors should take note of recent industry changes.

Investors Misjudging Their Longevity, Jackson National Life Says

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Investors' beliefs about their own life spans don't match the actuarial tables.

DOL Announces December Hearings On Fiduciary Rule Amid Criticism

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An industry coalition claims the department is rushing hearings before everyone has weighed in.

New Annuities Alternative Uses Longevity Pooling For Higher Monthly Payouts

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LifeX will be available to people between ages 60 and 75.

DOL Fiduciary Proposal Allows Class Action Suits Against B-Ds and Insurers

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The private right of action is why the industry fights a fiduciary rule, says attorney Fred Reish.

Social Security Is Nearing A Crisis

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Social Security is expected to exhaust its financial reserves in 2033, when benefits will automatically be cut by a quarter.

Financial Trade Groups Balk At Biden's 'Junk Fees' Language

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Two groups say the new DOL fiduciary proposal will rob small investors of retirement services.

Getting Over The Annuity Hurdles

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If you think handling annuities is a problem, you're not alone.

DOL Fiduciary Proposal Will 'Undoubtedly' Face A Lawsuit, ERISA Attorney Predicts

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Insurance and independent brokerage industries will be hardest hit, Fred Reish says.

DOL Unveils Fiduciary Rule That Regulates Annuity, One-Time Rollover Advice

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The fiduciary rule released today will cut "junk fees" and provide billions in savings, the agency says.

Meeting The Planning Needs Of Healthy, Happy Retirees

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Many people who are early in their retirement are eager to take advantage of their new freedoms.

Annuities Correlate With Improved Retiree Financial Behaviors, Survey Finds

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Now that RIAs have figured out how to charge for an annuity, firms are benefiting, too.

Conquering The Frustrations That Come With Annuities

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If you think handling annuities is a problem, you're not alone.

DOL Wants Fiduciary Rule to Level Playing Field Across Industries, Secretary Says

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Broker-dealer and annuities industries worry they'll be hit with new constraints.

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