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ANNUITIES

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Inflation, Increased Rates Boost Annuities Industry To New Heights

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Equity volatility and increased interest rates have helped annuity companies achieve record sales.

Fixed Annuities Post Their Best Quarterly Sales Ever

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Rising interest rates and the volatile stock market helped boost the annuity business, according to LIMRA.

Annuities Coming Soon To A 401(k) Near You

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New laws are on the horizon that will allow plan sponsors to include annuities in their offerings.

MassMutual Agrees To Pay $250,000 Over Failure To Supervise High-Pressure Sales

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Charles J. Evan was terminated by MML Investors Services in 2019 and permanently barred by Finra in 2020.

iCapital Has Acquired Fintech Firm Simon Markets

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Simon Markets of New York City has a platform focused on structured investments and annuities.

Fixed Products Lead 22% Annuity Sales Jump In 2Q, LIMRA Says

by FA Staff

Market declines and rising interest rates have made fixed-rate annuities more desirable, the company said.

Equitable Financial Fined $50M For Failing To Disclose Annuity Fees

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Nearly 1.5 million public school teachers and staff were defrauded by the company, the SEC said.

Rethinking The 4% Rule

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Is Bill Bengen's famous rule for safe withdrawal rates still relevant? People disagree.

Annuities Industry Among Beneficiaries Of Surging Interest Rates

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The industry is pushing the message that rising interest rates work to the benefit of annuity customers.

4 Key Social Security Claiming Strategies For Widows

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A widow should compare the maximum survivor benefits and her retirement benefits at age 70, a Social Security expert said.

Why Advisors Are Rethinking The 4% Rule

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Is Bill Bengen's famous rule for safe withdrawal rates still relevant? People disagree.

5 Trends Transforming Financial Advice

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There's never been a more exciting time to be an advisor in the tech-powered, human-led financial advice business.

Annuity Industry Geared Up To Promote Products In June

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NAFA and others are raising investors' awareness of annuities during National Annuity Awareness Month.

Using Risk Management To Add Value To Your Clients

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Become an expert in risk management and your clients will thank you and your prospects will hire you.

Best-Selling Variable Annuities In Q1

by FA Staff

Sales of variable annuities fell 6% in the first quarter to $28.1 billion, according to Limra.

Bonsai Partners With Swiss Wealthtech Firm To Boost Balance-Sheet Management

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The wealth management and technology platform offers broader access to opportunities for sustainable investing.

Why Widows Fire 70% Of Male Advisors

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Male advisors are getting a wake-up call, while the profession flounders in recruiting more female advisors.

7 Strategies To Effectively Document Client Conversations

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Compliance, security and convenience are all key considerations to bear in mind.

Social Security Gains A Year Before Trust Funds Bust

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The Social Security and Medicare Board of Trustees projects a depletion in funds in 2035.

Americans Slashing Retirement Savings As Prices Soar, Survey Says

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More than half of American consumers said inflation has adversely affected their personal finances.

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