ANNUITIES

 1 2 3 4 5 6 7 8   

Variable Annuity Replacements In Finra's Crosshairs

by

Finra exam results show firms often can't justify contract switches.

Finra Bars Rep Who UBS Said Used $17M From Clients For Fake Annuities

by

UBS said it had to settle millions in claims because of Robert Earl Turner Jr.'s activities.

Annual Annuity Sales Shatter All Records, LIMRA Reports

by

Consumers seeking guaranteed earnings drove unprecedented sales in 2022.

Fees Play Minor Role In Annuity Buying Decisions, LIMRA Survey Says

by

Only 2% of consumers said fees were an important factor when considering an annuity, LIMRA said.

Annuity Execs Expect Continued Demand For Guaranteed Income

by

Security Benefit executives predict annuities will gain in popularity in 2023.

Jackson National Study Suggests Advisors Can Fill Retiree Knowledge Gap

by

Retirees and pre-retirees are trying to figure out how to confront inflation and market volatility.

How A Roth IRA Inside An Annuity Can Solve For Longevity Risk

by

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

Morningstar Sees Safe Retirement Withdrawal Rate Rising To 3.8% From 3.3%

by

Boosting the percentage of stocks in a portfolio above 50% won't have much impact on starting safe withdrawal rate.

Annuities Are Popular Amid Volatility. But Critics Remain.

by

Annuities have been selling like hotcakes. Whether that's good or bad depends on whom you ask.

Senate Bill Would Ease Registered Index-Linked Annuity Creation

by

The change could lead to more of these annuities, whose sales hit $20.4 billion in 2022's first half.

Many Women Report Having 50% Less Income In Retirement: Goldman Sachs

by

Time out of the workplace cuts retirement savings by 35%, a new study finds.

Goodbye, 2022

by

What did we do in 2022 other than hate it?

Majority Of Americans Expect To Work Past Retirement Age, Survey Says

by

Women face a tougher retirement road than men because of lower wages and other factors, according to the Transamerica study.

Jackson National, Halo Expand Relationship

by

Under the arrangement, Halo will distribute more of Jackson's annuities.

Annuity Sales Rise To Record Level In Q3

by

The rocky stock market continued to make annuities an attractive option for investors, according to LIMRA.

DPL Offers Advisor/Client Matchmaking For Commission-Free Annuities

by

The fee-based platform will direct consumers to advisors who specialize in low-cost annuities and insurance products.

Latest Fed Rate Hike May Push Annuity Sales To Record Territory, Says LIMRA

by

After enjoying record growth, annuities just got another big boost with the Fed's move.

Avoiding Unpleasant Tax Surprises Next Year

by

Many of the tax advantages of previous years have disappeared behind congressional sunsets. Will some come back?

When Annuities Came To 401(k)s

by

Annuities are coming to defined contribution plans, but are they right for every client?

Annuities Offer Little Benefit To Wealthier Retirement Savers, Morningstar Says

by

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

 1 2 3 4 5 6 7 8