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Annuities Planning

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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.

Acting Before Tax Law Changes Is Probably A Loser's Game

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Changes in federal and state tax laws can impact taxes on a household portfolio.

Jasmine Jirele To Be Allianz CEO

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Jirele will succeed CEO Walter White after his retirement later in the year.

Annuity Fee Change Benefits Account Holders, Security Benefit Says

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The IRS ruled that annuity withdrawals to pay advisor fees will not be taxed, the company said.

Here's Where The 4% Withdrawal Rate Fails

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A new study says the rate can falter if life spans, inflation and market volatility aren't just right.

How Technology Can Simplify Annuities To Help Fight A Retirement Crisis

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Technology platforms are providing financial professionals a turnkey, out-of-the-box annuities solution.

Generating Retirement Income With Annuities?

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Amid low interest rates and volatile stock movements, what role do annuities play in retirement income?

Luma Launches FireLight-Embedded Annuities Solution

by FA Staff

Luma Annuities is a new turn-key annuity sales and life-cycle management technology.

Pandemic Makes Americans More Financially Focused, Allianz Says

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The Covid-19 pandemic is altering the psychology of retirement planning, according to Allianz.

Nationwide Launches Lifetime Income Plan

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The product is part of a series being created for retirement and saving.

Biden Wants To Replace IRA And 401(k) Tax Deductions With Tax Credits

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This may change the dynamics of IRAs, 401(k)s and ERISA, an economist told the FSI conference.

Still Hate Annuities? You Shouldn’t

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Annuities are now priced, designed and tech-enabled to meet specific needs as part of a household portfolio solution.

RIA Insurance Provider Gets $26M Equity Investment

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DPL Financial Partners will use the money for technology and infrastructure.

The Interest Rate Question For Annuities

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Should clients wait for higher interest rates before buying these products?

BlackRock Adds To iBonds Lineup

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BlackRock has added to its lineup of iBonds, announcing the launch of the iShares iBonds 2026 Term High Yield and Income ETF (IBHF).

SS&C Advent Announces Integrations With DPL's Fee-Only Insurance Platform

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The SS&C Advent Insurance Marketplace offers RIAs access to fee-only insurance products.

Annuity Sales Slump During Pandemic

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The pandemic has annuities in a tizzy, too.

It's A Brand 'New Era' For Retirement Planning

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Advisors can't afford to ignore the long-term impacts of the SECURE Act, says Carson's Jamie Hopkins.

Startup Bridges The Tech Gap For Independent Advisors Selling Insurance

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The Detroit-based firm combines insuretech with an independent marketing organization.

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