Annuities Planning

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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.

Swapping Old Annuities For New Ones

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Interest rates have risen to a point where annuity swapping needs to be carefully considered by advisors.

'Annuity King' Sidekick Cites Bipolar Disorder In $6.3 Million Fraud

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Accountant Kenneth Rossman should receive a light sentence because of his mental disorder, his attorneys argue.

Prudential Advisors Offers Its First Fee-Based Variable Annuity

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The Prudential MyRock Advisor variable annuity carries a 0.40% fee on investments less than $1 million.

Want 'Retirement Alpha'? Use Annuities, Says Insurance Veteran

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The way to get extra value out of retirement portfolios is through income annuities, author Tom Hegna says.

Fixed-Income Annuities Can Enhance Retirement Portfolios, Morningstar Says

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FIAs with lifetime income guarantees merit consideration by retirement planners in some situations, the firm says.

Where Annuities Fit In The Puzzle

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Where and how should annuities figure in retirement-income planning?

LIMRA Forecasts Strong Annuity Sales Even If Interest Rates Go Down

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There may be a shift in consumer demand to variable annuities with lower rates, the research organization says.

Apollo's Big Bet On Insurance Put To Test

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Over the past decade, Athene has grown into the firm's biggest profit driver and the largest annuities provider in the U.S.

It May Be Time To Swap The Old Annuity For A New One, Experts Say

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Interest rates have risen to a point where annuity swapping needs to be carefully considered by advisors.

High Interest Rates Drive Fixed Annuity Sales Records

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Fixed-rate deferred annuities now make up 44% of the annuity market, according to LIMRA.

Ric Edelman: Tech Could Wreck Annuity, Insurance Income

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Edelman said there are two demographic forces straining the wealth management industry: fewer advisors and more clients.

Security Benefit Increases Lineup Of Indexes For Fixed Annuities

by FA Staff

The two new indexes are designed to enhance diversification possibilities.

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