Immediate Annuities

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Let Them Eat Calamari!

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Annuities are squid.

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Estimates for clients' lives might be too out of date for their retirement plans.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

Hefty 6.2% Social Security COLA Hike Could Help Future Retirees More Than Current Ones

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The estimated increase in the COLA would be the largest since 1983.

N.Y. Life Rep Forged Client Annuity Contracts, Finra Says

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Alexis Cooke, who was subsequently fired by NY Life, agreed to a lifetime ban after lying about the violations, the regulator said.

What's Behind The Boom In Annuity Sales?

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The annuities market has bounced back strongly after being racked by the pandemic last year.

U.S. Annuity Sales Jumped 39% In Q2

by FA Staff

The rebound was due to strong equity market gains, lower volatility and rising interest rates, SRI reported.

How Do Governments Tax An Annuity?

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The amount depends on a number of factors, including how you bought the product and when.

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.

Annuities Sales Increase Nearly 4% In First Quarter

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

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