Annuities Planning

[1]  1 2 3 4 5 6 7 8   [35]

DPL Offers Advisor/Client Matchmaking For Commission-Free Annuities

by

The fee-based platform will direct consumers to advisors who specialize in low-cost annuities and insurance products.

Latest Fed Rate Hike May Push Annuity Sales To Record Territory, Says LIMRA

by

After enjoying record growth, annuities just got another big boost with the Fed's move.

Annuities Offer Little Benefit To Wealthier Retirement Savers, Morningstar Says

by

Social Security bridging strategies are a better alternative for those with large savings, the research firm said.

When Annuities Came To 401(k)s

by

Annuities are coming to defined contribution plans, but are they right for every client?

Annuities Continue To Soar In 2022

by

Stock turmoil has given annuities a bounce.

Satisfaction Down For Life Insurance, Annuity Customers, J.D. Power Says

by

The products' surge in popularity during the pandemic has turned out to be short-lived, the research company said.

Annuities Offer Little Benefit To Wealthier Retirement Savers, Morningstar Says

by

Social Security bridging strategies are a better alternative for those with large savings, the firm said.

Well, Hello, Sequence Risk! Where've Ya Been?

by

For the first time in a long time, advisors may soon have to help clients make painful retirement choices.

Inflation, Increased Rates Boost Annuities Industry To New Heights

by

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

Fixed Annuities Post Their Best Quarterly Sales Ever

by

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

iCapital Has Acquired Fintech Firm Simon Markets

by

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

Rethinking The 4% Rule

by

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

Annuities Industry Among Beneficiaries Of Surging Interest Rates

by

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

Why Advisors Are Rethinking The 4% Rule

by

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

Wade Pfau On Learning Each Client's 'Retirement Style'

by

Advisors need to assess clients' views of risk and retirement plan flexibility, experts say.

Annuity Industry Geared Up To Promote Products In June

by

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

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

by

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

In Uncertain Times, Do Annuities Make Sense?

by

Annuities can play a role in different ways during periods of volatility.

65 Incorporated Rolls Out Medicare Planning Software For Advisors

by

The software suite has different plan levels to accommodate the needs of small, medium, and large advisory practices.

Let Them Eat Calamari!

by

Annuities are squid.

[1]  1 2 3 4 5 6 7 8   [35]