Variable Annuities

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Satisfaction Down For Life Insurance, Annuity Customers, J.D. Power Says

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The products' surge in popularity during the pandemic has turned out to be short-lived, the research company said.

Annuities Offer Little Benefit To Wealthier Retirement Savers, Morningstar Says

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Social Security bridging strategies are a better alternative for those with large savings, the firm said.

Inflation, Increased Rates Boost Annuities Industry To New Heights

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Equity volatility and increased interest rates have helped annuity companies achieve record sales.

Fixed Annuities Post Their Best Quarterly Sales Ever

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Rising interest rates and the volatile stock market helped boost the annuity business, according to LIMRA.

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.

Optimism Rising That SECURE 2.0 Will Pass, Hiking RMD Age By Year's End

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Lawmakers are now focusing on reconciling Senate and House versions of the legislation.

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.

Best-Selling Variable Annuities In Q1

by FA Staff

Sales of variable annuities fell 6% in the first quarter to $28.1 billion, according to Limra.

In Uncertain Times, Do Annuities Make Sense?

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

Let Them Eat Calamari!

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Annuities are squid.

Ameriprise Subsidiary Fined $5M For Improper VA Exchanges

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RiverSource Distributors induced clients to switch to variable annuities to drive up commissions, the SEC charged.

How The Wealthy Use Private Annuities To Defer Investment Taxes

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Private placement variable annuities are suitable deferral solutions for wealthy clients, advisors say.

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.

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.

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.

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