Annuities Planning

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DOL Rule Would Reduce Middle-Class Retirement Savings By $140B, IRI Says

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The group claims the middle-class, especially Black and Latino investors, would be most hurt by the fiduciary rule.

iCapital Acquires Technology Platform

by FA Staff

The acquisition of SIMON is designed to boost the process of handling structured products, iCapital said.

How The Wealthy Use Private Annuities To Defer Investment Taxes

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Private placement variable annuities are suitable deferral solutions for wealthy clients, advisors say.

Bonsai Integrates With FIDx Platform

by FA Staff

The brainchild of insurance executive Robert DeChellis, Bonsai enables advisors to holistically manage a client's wealth.

Wade Pfau Contrasts Annuities Vs. Total Return Income Strategies

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A client's attitude toward assets will determine the best retirement income plan, the retirement specialist said.

Advisors Keep Spurning Annuities Despite Investor Interest In Income

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A new survey also found that there's a growing hunger for retirement income among millennials.

Ex-New York Life Advisor Gets 11 Years For $1.3M Theft From Elderly Client

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Furman Alexander Ford of North Carolina used the funds for a cruise, a car, watches and firearms.

Out With The Old Bull, In With A New Bull

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In 2022, opportunities abound for advisors who pivot from making gains to protecting gains.

Total Annuity Sales Rose 16% Last Year To $255B

by FA News

Annuity sales were the third-highest in recorded history in 2021, according to SRI.

Why The Social Security Split Strategy Could Prove Costly For Clients

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Laurence Kotlikoff said the split filing strategy gambles on the high-earning spouse reaching age 70 and dying young.

Star Annuity Set To Reach $50B In Sales By 2026, Cerulli Says

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Registered index-linked annuities have become many companies' new flagship product.

Do Advisors Breach Fiduciary Duty When They Refuse To Recommend Annuities?

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The notion that advisors who fail to recommend annuities to clients run afoul of their fiduciary duty is a controversial one.

TIAA Offers Annuity Product For Corporate Retirement Market

by FA Staff

The guaranteed income solution is TIAA's first offering for corporate 401(k) plans.

How Social Security Benefits Are Impacted When Clients Become Widows

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Advisors need to be aware of how their clients' Social Security benefits are impacted when their spouse dies.

Why Retirees Feel Unprotected

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As the need for protected income increases, annuity sales have skyrocketed.

Fee-Based Variable Annuity Sales Rise 40%, Thanks to Advisors, Brokers, SRI Reports

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RIAs and broker-dealers helped drive fee-based VA growth, said the industry think tank.

DOL Rule Violators Could Get 10-Year Rollover Advice Suspension, Attorney Says

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A former DOL attorney says enforcement of new fiduciary and retirement plan advice rules could be very strict.

Morningstar Says The 4% Rule Is Now 3.3%

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The 4% withdrawal "rule of thumb" should now be 3.3% or lower, according to Morningstar.

Maximize Clients' Social Security Benefits, Win Them For Life

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Nearly three-quarters of clients would switch advisors to maximize Social Security benefits.

Are Longevity Assumptions Obsolete?

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Estimates for clients' lives might be too out of date for their retirement plans.

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