Annuities Planning

1 2 3 4 5 6 7 8   [35]

Independent Channels Drive Record Annuity Sales in 2023, Says Limra

by

Total sales by independent agents and broker-dealers grew 29% last year.

DPL And Orion Announce Expanded Partnership

by

Advisors on Orion's platform will have access to DPL's commission-free annuity marketplace.

A $700 Billion Insurance Product Is Powering The U.S. Credit Market Rally

by ,

Annuit sales reached a record high of $385 billion last year.

New Small Business Retirement Plan Mandate Creates Federal IRA

by FA Staff

Small firms with 10 or more workers would be required to auto-enroll employees in a plan.

What Holds Clients Back From Annuities?

by

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

Don't Be Afraid Of Annuities. Your Clients Aren't

by

Advisors were also once reluctant to adopt managed accounts, too. But they got over it.

Advisor Gets 18 Months For Ripping Off NYC Police Union

by

The advisor and the union's president conspired to steal money from the fund for eight years.

Flourish Offers Fee-Based Annuities

by FA Staff

The platform eliminates the need for RIAs to hold an insurance license.

What Holds Clients Back From Annuities?

by

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

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

by

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

Trade Groups Tell DOL To Withdraw Proposed Fiduciary Rule

by

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

Annuities Are Back In Fashion, But Are They Safe?

by

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

DOL Announces December Hearings On Fiduciary Rule Amid Criticism

by

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

New Annuities Alternative Uses Longevity Pooling For Higher Monthly Payouts

by

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

Getting Over The Annuity Hurdles

by

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

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

by

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

Annuities Correlate With Improved Retiree Financial Behaviors, Survey Finds

by

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

DPL Financial To Acquire AnnuityFix

by

AnnuityFix helps advisors become independent from the broker-dealers that control their clients' annuities.

U.S. Retirement Savers Risk Being Sucked Into Financial Vortex, Goldman Says

by

Goldman found that student debt and caregiving requirements hinder people's retirement goals.

SEC Safeguarding Proposal Would Hurt Investors, 26 Trade Groups Say

by

The draft proposal erects barriers to annuities and other product sales, the coalition argues.

1 2 3 4 5 6 7 8   [35]