Index Annuities

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Fixed Products Lead 22% Annuity Sales Jump In 2Q, LIMRA Says

by FA Staff

Market declines and rising interest rates have made fixed-rate annuities more desirable, the company said.

Equitable Financial Fined $50M For Failing To Disclose Annuity Fees

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Nearly 1.5 million public school teachers and staff were defrauded by the company, the SEC said.

Annuities Industry Among Beneficiaries Of Surging Interest Rates

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The industry is pushing the message that rising interest rates work to the benefit of annuity customers.

Why Advisors Are Rethinking The 4% Rule

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Is Bill Bengen's famous rule for safe withdrawal rates still relevant? People disagree.

Annuity Industry Geared Up To Promote Products In June

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NAFA and others are raising investors' awareness of annuities during National Annuity Awareness Month.

Bonsai Partners With Swiss Wealthtech Firm To Boost Balance-Sheet Management

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The wealth management and technology platform offers broader access to opportunities for sustainable investing.

Let Them Eat Calamari!

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Annuities are squid.

In Uncertain Times, Do Annuities Make Sense?

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Annuities can play a role in different ways during periods of volatility.

Bonsai Integrates With FIDx Platform

by FA Staff

The brainchild of insurance executive Robert DeChellis, Bonsai enables advisors to holistically manage a client's wealth.

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.

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