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Annuities Planning

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A Diversified Portfolio Should Include Downside Protection

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Structured financial products can be part of a well-rounded portfolio, according to Equitable.

Ayco's New Marketplace Links Financial Wellness Programs With Products, Services

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At launch, the Ayco Marketplace offers products and services across lending, saving, student loans, insurance, investing and giving.

SRI Forecasts A Slump In Annuity Sales

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But RILAs are expected to continue to grow as consumers seek protection, safety and growth.

Annuities During Economic Uncertainty

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Annuities give investors protection (and choices) in tumultuous markets, advocates say.

BlackRock Unveils Retirement Paycheck Strategies With Brighthouse, Equitable

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LifePath Paycheck will use annuities in target-date strategies for retirement plan participants.

Advisors Urged To Prepare Client Assets For Tax Hikes

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One option for blunting future tax increases is to move retirement money to Roth IRAs, advisor Greg DuPont said.

VA Sales Jumped In Q1; Fixed-Annuity Sales Dropped By Double Digits

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Variable annuity sales are expected to feel the impact of March’s volatility in the second quarter.

Alternatives Can Smooth Market Bumps

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Investments ranging from private equity and hedge funds to annuities and insurance can round out a portfolio, say two advisors.

DPL Offers Free Access To Commission-Free Annuity Platform In Wake Of Covid-19

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DPL's platform will be gratis for financial advisors for three months.

SEC Issues 'Streamlined' Variable Annuity Disclosure Rules

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The changes permit insurers to use a summary prospectus to highlight variable annuities contract features

3 Questions With Tim Bonacci Of Luma Financial Technologies

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Luma provides an annuities and structured products platform for advisors.

Is An Annuity For Your Client? Model Insurance Rule Makes It Hard to Know

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An insurance industry proposal purports to protect consumers but actually favors commissions and profits.

Alliance For Lifetime Income Launches M.U.G. Initiative

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The coalition of annuity companies plans to continue sponsoring the Rolling Stones.

Iowa Becomes First State To Propose Annuity Best-Interest Rule

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Another 12 states are poised to start the process on approving similar rules, industry officials said.

Why Most Consumers Want Guaranteed Lifetime Income

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Individual investors across generations are eyeing annuities as potential replacements for pensions.

Repeal Of DOL Rule Boosting Fixed-Indexed Annuity Sales, Report Says

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The rule's repeal and the adoption of the SECURE Act are among the reasons FIA sales are rising, Cerulli Associates said.

Who Buys Annuities, And Why

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Advisors remind clients that annuities are insurance products for income protection over a long life.

With Congress Gridlocked By Partisanship, Advisors Must Watch Regulators

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At least one major piece of legislation recently passed affects financial advisors.

Could Lower Interest Rates Hurt Annuities?

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Annuities are still popular despite low interest rates, says a Frost Brokerage Services executive.

Massachusetts Governor Asks Galvin To Withdraw His State Fiduciary Proposal

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A proposed advice rule would blanket broker-dealers and insurance agents in the state with a fiduciary standard.

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