Index Annuities

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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?

LIMRA Forecasts Strong Annuity Sales Even If Interest Rates Go Down

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There may be a shift in consumer demand to variable annuities with lower rates, the research organization says.

Apollo's Big Bet On Insurance Put To Test

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Over the past decade, Athene has grown into the firm's biggest profit driver and the largest annuities provider in the U.S.

It May Be Time To Swap The Old Annuity For A New One, Experts Say

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Interest rates have risen to a point where annuity swapping needs to be carefully considered by advisors.

High Interest Rates Drive Fixed Annuity Sales Records

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Fixed-rate deferred annuities now make up 44% of the annuity market, according to LIMRA.

Study Finds Investors Reluctant To Take Money Off The Sidelines

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Many Americans are worried about the turbulence in the economy, says Allianz Life.

Security Benefit Increases Lineup Of Indexes For Fixed Annuities

by FA Staff

The two new indexes are designed to enhance diversification possibilities.

2022 Was Good For Annuities; 2023 Stands To Be Better

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CFRA Research says annuities have winds at their back from the SECURE Act and interest rates.

Interest Rates Are Up. So Is It Time To Buy Annuities?

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Annuities' payout rates are higher than they've been in years. Does that mean they give good relative value?

IRI Pushing For Federally Mandated Retirement Plans, Annuity Options

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The annuities industry trade group wants to make annuities a required default investment in retirement plans.

Annuity Sales Impacted By When People Think They Will Die, Study Says

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Life span expectations are key drivers of annuity buying decisions, Boston College researchers found.

Are Advisors Warming Up To Annuities?

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Record annuity sales indicate advisors may be more open to using the products, industry observers say.

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