by
Tracey Longo
FIAs with lifetime income guarantees merit consideration by retirement planners in some situations, the firm says.
by
Ben Mattlin
Where and how should annuities figure in retirement-income planning?
by
Jennifer Lea Reed
This retirement income planning strategy relies on simplicity and two numbers.
by
Edward Hayes
There may be a shift in consumer demand to variable annuities with lower rates, the research organization says.
by
Allison McNeely, Dawn Lim
Over the past decade, Athene has grown into the firm's biggest profit driver and the largest annuities provider in the U.S.
by
Ben Mattlin
Interest rates have risen to a point where annuity swapping needs to be carefully considered by advisors.
by
Tracey Longo
The agency should exempt insurance companies from the rule, says the Insured Retirement Institute.
by
Ben Mattlin
Fixed-rate deferred annuities now make up 44% of the annuity market, according to LIMRA.
by
Christopher Robbins
Edelman said there are two demographic forces straining the wealth management industry: fewer advisors and more clients.
by
Ben Mattlin
The personality assessment tool zeroes in on clients' specific retirement income preferences.
by
Doug Mantelli
Beyond commissions, there are other key reasons many RIAs still avoid annuities.
by
Edward Hayes
Pension & Wealth Management Advisors worked with San Francisco's RetireOne to give advisors control.
by
Edward Hayes
Longevity risk should always be on the back of an advisor's mind when making financial decisions with their clients.
by
Eric Rasmussen
CFRA Research says annuities have winds at their back from the SECURE Act and interest rates.
by
Ben Mattlin
Forty percent of women who work with a financial professional feel very prepared for retirement.
by
Edward Hayes
Jackson National Life is refocusing its “Investing in You Campaign” that targets women looking to plan for their retirement.
by
Tracey Longo
Enforcement will include at least one variable annuities case, he said.
by
Eric Rasmussen
CFRA Research says annuities have winds at their back from the SECURE Act and interest rates.
by
Jacqueline Sergeant
Consumers can get a 5% return on fixed annuities that in the past paid 2%, said Adam Politzer.
