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Immediate Annuities

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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.

Equitable Financial Fined $50M For Failing To Disclose Annuity Fees

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Nearly 1.5 million public school teachers and staff were defrauded by the company, the SEC said.

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.

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.

Let Them Eat Calamari!

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Annuities are squid.

In Uncertain Times, Do Annuities Make Sense?

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

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.

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 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.

Are Longevity Assumptions Obsolete?

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Estimates for clients' lives might be too out of date for their retirement plans.

Equities Vs. Annuities: Wade Pfau Outlines Four Retirement Income Styles

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People have different attitudes about flexibility and safety when it comes to retirement income.

Hit Retirement Home Runs With Clients By Taking Moneyball Planning Approach

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Adopting a Moneyball approach can lead to better outcomes.

Broker Fined For $3.9M In Inappropriate Annuity Sales

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The registered rep avoided detection for years by listing his wife as the selling agent, Finra said.

Best-Selling U.S. Variable Annuities In Q2

by FA Staff

Variable annuity sales rose to $32.7 billion, a 55% jump from last year's second quarter, according to SRI.

Total Annuity Sales Up 40%, Highest Since Great Recession

by FA Staff

Sales were driven by a strong economy and pent-up demand amid Covid uncertainty, said SRI.

Trade Groups Ask DOL For More Time To Implement Fiduciary Rule

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Some of the rules are falling harder on smaller advisors, say industry advocates.

Morningstar On Why Annuities Still Struggle To Gain Wide Acceptance

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The annuity industry is still struggling to drive home the message that guaranteed income is important, the firm says.

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