Index Annuities

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Independent Channels Drive Record Annuity Sales in 2023, Says Limra

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Total sales by independent agents and broker-dealers grew 29% last year.

DPL And Orion Announce Expanded Partnership

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Advisors on Orion's platform will have access to DPL's commission-free annuity marketplace.

A $700 Billion Insurance Product Is Powering The U.S. Credit Market Rally

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Annuit sales reached a record high of $385 billion last year.

New Small Business Retirement Plan Mandate Creates Federal IRA

by FA Staff

Small firms with 10 or more workers would be required to auto-enroll employees in a plan.

What Holds Clients Back From Annuities?

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Potential buyers say they like these products, so why don't they jump in?

Don't Be Afraid Of Annuities. Your Clients Aren't

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Advisors were also once reluctant to adopt managed accounts, too. But they got over it.

Annuity Sales Top Records Set In 2022, Limra Says

by FA Staff

Strong economic conditions coupled with growing demand for protected investment growth pushed sales to $385B in 2023.

What Holds Clients Back From Annuities?

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Potential buyers say they like these products, but why don't they jump in?

DOL Annuity Rule Proposal Helps Investors Guard Against Conflicts, Proponents Say

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Supporters of the rule weighed in on the last day to offer public comments.

DOL Fiduciary Proposal Will 'Undoubtedly' Face A Lawsuit, ERISA Attorney Predicts

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Insurance and independent brokerage industries will be hardest hit, Fred Reish says.

SEC Proposes Streamlining Index Annuities Registration Process

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The proposal would require insurers to better explain fees and complexities.

DPL Financial To Acquire AnnuityFix

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AnnuityFix helps advisors become independent from the broker-dealers that control their clients' annuities.

Annuity Sales Hit Record $183 Billion In First Half Of 2023

by FA Staff

The equity market has helped stimulate annuity sales, according to LIMRA.

Models Used To Sell Fixed-Indexed Annuities Are Often Misleading, Morningstar Says

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Some of the illustrated returns used in marketing the products are overly optimistic, the research firm says.

Jackson National's Quarterly Earnings Disappoint Analyst Estimates

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The annuities giant saw plunging operating earnings. It blamed higher costs and derivatives losses.

Nationwide Launches Second Registered Index-Linked Annuity

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The product includes a downside protection feature that covers up to the first 20% of losses.

Principal Enters RILA Market With First Product

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The firm believes that investors want annuities to build retirement savings while addressing market volatility.

Jackson Rolls Out New RILAs

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The company has launched the Jackson Market Link Pro II and Jackson Market Link Pro Advisory II.

Fixed-Income Annuities Can Enhance Retirement Portfolios, Morningstar Says

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FIAs with lifetime income guarantees merit consideration by retirement planners in some situations, the firm says.

Where Annuities Fit In The Puzzle

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Where and how should annuities figure in retirement-income planning?

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