Immediate Annuities

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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.

Closing The Life Insurance And Annuity Sales Fintech Frontier

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Technological evolution has been slow to come to the insurance and annuity sector.

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.

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.

RIA Insurance Provider Gets $26M Equity Investment

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

Total Annuity Sales Down 8% In 2020

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SRI said many investors are shying away from annuities because of low interest rates and market uncertainty.

Six States Move Forward With Best Interest Rules For Annuities

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The regulation requires advisors to “act in the best interest of the consumer when recommending or selling an annuity.”

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.

3 Questions With Patrick Kelly Of Signal Advisors

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Signal Advisors brings a very different look to insurance-based independent marketing organizations.

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.

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.

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.

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.

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.

Why Most Consumers Want Guaranteed Lifetime Income

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

Retirement Bill, Near Passage, May Disrupt Advisor Rollover Business

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With the SECURE Act cleared, the annuities floodgates could open and advisors ponder the effect on 401(k) rollovers.

RIAs Give No-Load Annuities Another Look

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Many RIAs still avoid them, while others are now evaluating them.

Six Life Insurers To Pay N.Y. $1.8 Million For Annuity Sales Violations

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Companion Life Insurance drew the biggest penalty for the violations, which involved immediate annuity replacement sales.

Jackson National Suspends N.Y. Fee-Based Annuity Sales

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The insurer said it needs time to comply with new state fiduciary rules that cover all annuity and insurance sales.

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