ANNUITIES

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Goodbye, 2022

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What did we do in 2022 other than hate it?

Majority Of Americans Expect To Work Past Retirement Age, Survey Says

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Women face a tougher retirement road than men because of lower wages and other factors, according to the Transamerica study.

Jackson National, Halo Expand Relationship

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Under the arrangement, Halo will distribute more of Jackson's annuities.

Annuity Sales Rise To Record Level In Q3

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The rocky stock market continued to make annuities an attractive option for investors, according to LIMRA.

DPL Offers Advisor/Client Matchmaking For Commission-Free Annuities

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The fee-based platform will direct consumers to advisors who specialize in low-cost annuities and insurance products.

Latest Fed Rate Hike May Push Annuity Sales To Record Territory, Says LIMRA

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After enjoying record growth, annuities just got another big boost with the Fed's move.

Annuities Offer Little Benefit To Wealthier Retirement Savers, Morningstar Says

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Social Security bridging strategies are a better alternative for those with large savings, the research firm said.

When Annuities Came To 401(k)s

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Annuities are coming to defined contribution plans, but are they right for every client?

Avoiding Unpleasant Tax Surprises Next Year

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Many of the tax advantages of previous years have disappeared behind congressional sunsets. Will some come back?

Tales Of The Tape: Annuities Vs. The 4% Rule

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In a classic underdog story, annuities might have another shot at the title, experts say.

Annuities Continue To Soar In 2022

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Stock turmoil has given annuities a bounce.

Social Security More Valuable Than Ever--Even for Millionaires, Advisors Say

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The maximum monthly benefit hits $4,485 in January, helping even wealthy investors navigate stock market declines.

Satisfaction Down For Life Insurance, Annuity Customers, J.D. Power Says

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The products' surge in popularity during the pandemic has turned out to be short-lived, the research company said.

Annuities Offer Little Benefit To Wealthier Retirement Savers, Morningstar Says

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Social Security bridging strategies are a better alternative for those with large savings, the firm said.

Woodbury Financial Ordered To Pay $850K Over Annuity, Insurance Policies

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A Finra arbitration panel agreed that the policies were unsuitable for a retired Florida couple.

Well, Hello, Sequence Risk! Where've Ya Been?

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For the first time in a long time, advisors may soon have to help clients make painful retirement choices.

A Quarter Of Consumers Have No Financial Plan, Survey Says

by FA Staff

A little less than half of Americans think their savings and income will last through their lifetimes.

Inflation Sets The Stage For Annuity Prime Time

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Why annuities are a particularly attractive solution at a time of high inflation and market volatility.

Trade Groups Urge House Vote On Index-Linked Annuities Bill

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Registered index-linked annuities, or RILAs, saw a record $20 billion in sales in the first half of 2022.

A COLA Raise For Seniors Won't Do Inflation Fight Any Favors

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Even the remedies set up to protect the most vulnerable can prolong the problem.

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