ANNUITIES

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A RILA-Roth Combo Can Solve Longevity Risk

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‘Diversification' in retirement goes well beyond asset class, Allianz argues.

Interest Rates Are Up. So Is It Time To Buy Annuities?

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Annuities' payout rates are higher than they've been in years. Does that mean they give good relative value?

IRI Pushing For Federally Mandated Retirement Plans, Annuity Options

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The annuities industry trade group wants to make annuities a required default investment in retirement plans.

The Bridge Women Will Cross. And Men Will Jump Off Of.

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It's time for the wealth management industry to recognize the differentiated financial needs and objectives of women.

Annuity Sales Impacted By When People Think They Will Die, Study Says

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Life span expectations are key drivers of annuity buying decisions, Boston College researchers found.

Annuities Industry Worried About 'Worst-Case' DOL Fiduciary Redo, Attorney Says

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DOL staff wants to propose a rule that can be finalized by year's end, an industry attorney said.

Are Advisors Warming Up To Annuities?

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Record annuity sales indicate advisors may be more open to using the products, industry observers say.

Variable Annuity Replacements In Finra's Crosshairs

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Finra exam results show firms often can't justify contract switches.

Finra Bars Rep Who UBS Said Used $17M From Clients For Fake Annuities

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UBS said it had to settle millions in claims because of Robert Earl Turner Jr.'s activities.

Annual Annuity Sales Shatter All Records, LIMRA Reports

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Consumers seeking guaranteed earnings drove unprecedented sales in 2022.

Fees Play Minor Role In Annuity Buying Decisions, LIMRA Survey Says

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Only 2% of consumers said fees were an important factor when considering an annuity, LIMRA said.

Annuity Execs Expect Continued Demand For Guaranteed Income

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Security Benefit executives predict annuities will gain in popularity in 2023.

Jackson National Study Suggests Advisors Can Fill Retiree Knowledge Gap

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Retirees and pre-retirees are trying to figure out how to confront inflation and market volatility.

How A Roth IRA Inside An Annuity Can Solve For Longevity Risk

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'Diversification' in retirement goes well beyond asset class, Allianz argues.

Morningstar Sees Safe Retirement Withdrawal Rate Rising To 3.8% From 3.3%

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Boosting the percentage of stocks in a portfolio above 50% won't have much impact on starting safe withdrawal rate.

Annuities Are Popular Amid Volatility. But Critics Remain.

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Annuities have been selling like hotcakes. Whether that's good or bad depends on whom you ask.

Senate Bill Would Ease Registered Index-Linked Annuity Creation

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The change could lead to more of these annuities, whose sales hit $20.4 billion in 2022's first half.

Many Women Report Having 50% Less Income In Retirement: Goldman Sachs

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Time out of the workplace cuts retirement savings by 35%, a new study finds.

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