Index Annuities

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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.

Star Annuity Set To Reach $50B In Sales By 2026, Cerulli Says

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Registered index-linked annuities have become many companies' new flagship product.

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.

Why RILAs Remain Underutilized By Advisors

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One executive believes registered index-linked annuities offer the downside protection advisors are seeking.

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.

BlackRock Moves Closer To Adding Annuity Product To 401(k) Plans

by FA Staff

The nation's largest asset manager is embedding an annuity in target-date funds.

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.

Wanted: Better Disclosures For Index-Linked Annuities

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The Consumer Federation of America wants more meaningful disclosures for index-linked annuities.

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.

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.

Consumer Group Urges Congress To Cut Regulatory Barriers To Index-Linked Annuities

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The Consumer Federation of America wants more meaningful disclosures for index-linked annuities.

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.

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.

Low Interest Rates Plague Retirement Planning, AIG Exec Says

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Annuities can fill the gap to cover retirement spending needs, he said.

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.

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