Annuities Planning

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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.

As Clients Live Longer, Firms Step Up Efforts Addressing Longevity Risk

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Longevity risk should always be on the back of an advisor's mind when making financial decisions with their clients.

2022 Was Good For Annuities; 2023 Stands To Be Better

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CFRA Research says annuities have winds at their back from the SECURE Act and interest rates.

Jackson Revamps Efforts To Aid Women's Retirement Saving

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Jackson National Life is refocusing its “Investing in You Campaign” that targets women looking to plan for their retirement.

Nationwide, Fidelity Partner For New Annuity Product

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The annuity offers clients stability in volatile markets, Nationwide said.

2022 Was Good For Annuities; 2023 Stands To Be Better

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CFRA Research says annuities have winds at their back from the SECURE Act and interest rates.

A RILA-Roth Combo Can Solve Longevity Risk

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‘Diversification' in retirement goes well beyond asset class, Allianz argues.

Interest Rates Are Up. So Is It Time To Buy Annuities?

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Annuities' payout rates are higher than they've been in years. Does that mean they give good relative value?

IRI Pushing For Federally Mandated Retirement Plans, Annuity Options

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The annuities industry trade group wants to make annuities a required default investment in retirement plans.

Annuity Sales Impacted By When People Think They Will Die, Study Says

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Life span expectations are key drivers of annuity buying decisions, Boston College researchers found.

Are Advisors Warming Up To Annuities?

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Record annuity sales indicate advisors may be more open to using the products, industry observers say.

Annual Annuity Sales Shatter All Records, LIMRA Reports

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Consumers seeking guaranteed earnings drove unprecedented sales in 2022.

Fees Play Minor Role In Annuity Buying Decisions, LIMRA Survey Says

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Only 2% of consumers said fees were an important factor when considering an annuity, LIMRA said.

Annuity Execs Expect Continued Demand For Guaranteed Income

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Security Benefit executives predict annuities will gain in popularity in 2023.

Morningstar Sees Safe Retirement Withdrawal Rate Rising To 3.8% From 3.3%

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Boosting the percentage of stocks in a portfolio above 50% won't have much impact on starting safe withdrawal rate.

Annuities Are Popular Amid Volatility. But Critics Remain.

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Annuities have been selling like hotcakes. Whether that's good or bad depends on whom you ask.

Senate Bill Would Ease Registered Index-Linked Annuity Creation

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The change could lead to more of these annuities, whose sales hit $20.4 billion in 2022's first half.

Indexed, Multiyear Guaranteed Annuity Sales Rise In Q3

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Market volatility helped annuity sales this past year, according to Wink Intelligence.

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