Annuities Planning

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Allianz Launches Annuity In First Foray Into Defined Contribution Market

by FA Staff

The Allianz Lifetime Income+ Annuity is designed as an option in employer-sponsored retirement plans.

Covid-19 Takes Dramatic Toll On U.S. Life Expectancy

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It's unclear how long it will take for life expectancy to rebound.

1960 Birth Cohort Faces Lower Social Security Benefits, Analyst Says

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People who turned 60 last year will see reduced payments unless Congress acts, she said.

Some Advisors Stop Giving Rollover Advice Due To DOL Rule Complexities

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ERISA experts say that other advisors are underestimating the complexities of the new fiduciary rule.

Annuities Sales Increase Nearly 4% In First Quarter

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The industry is looking for annuities to rebound after a tough year.

Clients Are Overlooking Annuities For Retirement Income, Panelists Say

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A Next Chapter panel discussion argues that annuities have a role to play for retirees in a low-interest-rate environment.

Former LPL Broker Charged With Swindling Elderly Clients Of Over $289K

by FA Staff

Paul R. McGonigle of Massachusetts faces up to 20 years in prison if convicted of mail and wire fraud.

Total Annuity Sales Jumped 9% In The First Quarter

by FA Staff

SRI said sales were driven by products providing principal protection and investment growth.

Demand For Guaranteed Retirement Income On The Rise, BlackRock Finds

by FA Staff

Advisors also are warming up to annuities, the BlackRock survey says.

Bridging The Income Gap For Early Retirees

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As more baby boomers retire, questions arise about how they're going to meet income needs.

Attorneys Expect N.Y. To Appeal Court Rejection Of Annuity Best-Interest Rule

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The state will either appeal or rewrite the rule to address the court's concerns, attorneys predicted.

Variable Annuity Investors Outperform Their Mutual Fund Counterparts, DALBAR Finds

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The average equity VA subaccount investor outperformed the average equity mutual fund investor over 20 years.

Advisors More Focused On Avoiding Risk Than Reaping Reward, Allianz Finds

by FA Staff

The closer a client was to retirement, advisors said, the greater their concern about a stock market loss.

New Legislation To Require Annuities In Retirement Plans

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The SECURE Act paved the way for annuities in 401(k)s. This bill would require them.

Insurance Regulators Fall Short On Annuity Sales Rules, Consumer Advocate Says

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Proposed guidance on annuity sales overlooks compensation conflicts, according to consumer advocate Barbara Roper.

UnionBanc Investments Fined $100,000 For Unsupervised Annuity Sales

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The Glendale, Calif.-based broker-dealer failed to properly oversee variable annuity exchanges, Finra said.

Can Annuities Boost Retiree Returns?

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Different products provide various strategies for retirees.

Advisors, Agents Worry Over Fate Of Overturned N.Y. Annuities Sales Rule

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The state could appeal a court rejection of its best-interest annuity rule.

N.Y. Supreme Court Overturns Sales Regulations On Annuities And Insurance

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Insurance agents and advisors in New York won a lawsuit to overturn the state's best interest sales standard.

Advisor Creates Annuity Solution For Breakaway RIAs

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This business pays breakaway advisors for the legacy annuities they leave behind when becoming RIAs.

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