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Annuities Planning

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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?

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

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

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

Trade Groups Tell DOL To Withdraw Proposed Fiduciary Rule

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

Annuities Are Back In Fashion, But Are They Safe?

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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

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

New Annuities Alternative Uses Longevity Pooling For Higher Monthly Payouts

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

Getting Over The Annuity Hurdles

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

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

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

Annuities Correlate With Improved Retiree Financial Behaviors, Survey Finds

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

DPL Financial To Acquire AnnuityFix

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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

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

SEC Safeguarding Proposal Would Hurt Investors, 26 Trade Groups Say

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

Ed Slott Spotlights 6 Big IRA Tax Changes For 2023

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While Congress hasn't changed tax laws this year, the IRS has been busy issuing rulings, Slott said.

Annuity Sales Hit Record $183 Billion In First Half Of 2023

by FA Staff

The equity market has helped stimulate annuity sales, according to LIMRA.

A Way To Make Annuities Easier For Advisors Is On The Horizon, Industry Officials Say

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The tools will help advisors include annuities in their financial planning, says the Insured Retirement Institute.

Mix Of Strategies, Products Best Optimizes Retirement Income, BlackRock Finds

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The financial giant encourages using annuities as well as delaying retirement and Social Security in a new white paper.

Nuveen Launches Target-Date Funds With Annuity Option

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The products allow fund investors to build guaranteed income into their fund strategy, the company said.

Nationwide Launches Second Registered Index-Linked Annuity

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The product includes a downside protection feature that covers up to the first 20% of losses.

The Ins And Outs Of The '1035 Exchange'

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This tax-saving tool an be a boon to some clients and a minefield for others.

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