ANNUITIES

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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.

DOL Unveils Fiduciary Rule That Regulates Annuity, One-Time Rollover Advice

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The fiduciary rule released today will cut "junk fees" and provide billions in savings, the agency says.

Meeting The Planning Needs Of Healthy, Happy Retirees

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Many people who are early in their retirement are eager to take advantage of their new freedoms.

Annuities Correlate With Improved Retiree Financial Behaviors, Survey Finds

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Now that RIAs have figured out how to charge for an annuity, firms are benefiting, too.

Conquering The Frustrations That Come With Annuities

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If you think handling annuities is a problem, you're not alone.

DOL Wants Fiduciary Rule to Level Playing Field Across Industries, Secretary Says

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Broker-dealer and annuities industries worry they'll be hit with new constraints.

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.

U.S. Retirement Savers Risk Being Sucked Into Financial Vortex, Goldman Says

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Goldman found that student debt and caregiving requirements hinder people's retirement goals.

SEC Safeguarding Proposal Would Hurt Investors, 26 Trade Groups Say

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The draft proposal erects barriers to annuities and other product sales, the coalition argues.

Ed Slott Spotlights 6 Big IRA Tax Changes For 2023

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While Congress hasn't changed tax laws this year, the IRS has been busy issuing rulings, Slott said.

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.

A Way To Make Annuities Easier For Advisors Is On The Horizon, Industry Officials Say

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The tools will help advisors include annuities in their financial planning, says the Insured Retirement Institute.

Mix Of Strategies, Products Best Optimizes Retirement Income, BlackRock Finds

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The financial giant encourages using annuities as well as delaying retirement and Social Security in a new white paper.

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.

Nuveen Launches Target-Date Funds With Annuity Option

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The products allow fund investors to build guaranteed income into their fund strategy, the company said.

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.

The Ins And Outs Of The '1035 Exchange'

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This tax-saving tool an be a boon to some clients and a minefield for others.

Swapping Old Annuities For New Ones

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

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