Immediate Annuities

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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.

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.

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