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Annuities Planning

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Jackson National, Halo Expand Relationship

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Under the arrangement, Halo will distribute more of Jackson's annuities.

Annuity Sales Rise To Record Level In Q3

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The rocky stock market continued to make annuities an attractive option for investors, according to LIMRA.

DPL Offers Advisor/Client Matchmaking For Commission-Free Annuities

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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

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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

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

When Annuities Came To 401(k)s

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

Annuities Continue To Soar In 2022

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Stock turmoil has given annuities a bounce.

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

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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

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

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

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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

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

Fixed Annuities Post Their Best Quarterly Sales Ever

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

iCapital Has Acquired Fintech Firm Simon Markets

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

Rethinking The 4% Rule

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

Annuities Industry Among Beneficiaries Of Surging Interest Rates

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

Why Advisors Are Rethinking The 4% Rule

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

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

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

Annuity Industry Geared Up To Promote Products In June

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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

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

In Uncertain Times, Do Annuities Make Sense?

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

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