ANNUITIES

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5 Ideas For Clients To Delay Social Security Until Age 70

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Social Security generously rewards those who delay until age 70.

DPL Offers Retirement Income Assessment Tool To Members

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The personality assessment tool zeroes in on clients' specific retirement income preferences.

RIAs And Their Objections To Fee-Based Annuities

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Beyond commissions, there are other key reasons many RIAs still avoid annuities.

Mass. Firm Launches Model Portfolio Wrapped In An Annuity

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Pension & Wealth Management Advisors worked with San Francisco's RetireOne to give advisors control.

As Clients Live Longer, Firms Step Up Efforts Addressing Longevity Risk

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Longevity risk should always be on the back of an advisor's mind when making financial decisions with their clients.

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.

Women Working With Advisors Have Greater Retirement Confidence, LIMRA Says

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Forty percent of women who work with a financial professional feel very prepared for retirement.

Jackson Revamps Efforts To Aid Women's Retirement Saving

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Jackson National Life is refocusing its “Investing in You Campaign” that targets women looking to plan for their retirement.

Finra Exec Says 1,000 Reg BI Exams Are On Tap For 2023

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Enforcement will include at least one variable annuities case, he said.

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.

Annuities Have Never Been More Attractive, Athene Exec Says

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Consumers can get a 5% return on fixed annuities that in the past paid 2%, said Adam Politzer.

A RILA-Roth Combo Can Solve Longevity Risk

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‘Diversification' in retirement goes well beyond asset class, Allianz argues.

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.

The Bridge Women Will Cross. And Men Will Jump Off Of.

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It's time for the wealth management industry to recognize the differentiated financial needs and objectives of women.

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.

Annuities Industry Worried About 'Worst-Case' DOL Fiduciary Redo, Attorney Says

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DOL staff wants to propose a rule that can be finalized by year's end, an industry attorney said.

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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