ANNUITIES

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Tales Of The Tape: Annuities Vs. The 4% Rule

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In a classic underdog story, annuities might have another shot at the title, experts say.

Annuities Continue To Soar In 2022

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Stock turmoil has given annuities a bounce.

Social Security More Valuable Than Ever--Even for Millionaires, Advisors Say

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The maximum monthly benefit hits $4,485 in January, helping even wealthy investors navigate stock market declines.

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.

Woodbury Financial Ordered To Pay $850K Over Annuity, Insurance Policies

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A Finra arbitration panel agreed that the policies were unsuitable for a retired Florida couple.

Well, Hello, Sequence Risk! Where've Ya Been?

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For the first time in a long time, advisors may soon have to help clients make painful retirement choices.

A Quarter Of Consumers Have No Financial Plan, Survey Says

by FA Staff

A little less than half of Americans think their savings and income will last through their lifetimes.

Inflation Sets The Stage For Annuity Prime Time

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Why annuities are a particularly attractive solution at a time of high inflation and market volatility.

Trade Groups Urge House Vote On Index-Linked Annuities Bill

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Registered index-linked annuities, or RILAs, saw a record $20 billion in sales in the first half of 2022.

A COLA Raise For Seniors Won't Do Inflation Fight Any Favors

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Even the remedies set up to protect the most vulnerable can prolong the problem.

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.

Annuities Coming Soon To A 401(k) Near You

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New laws are on the horizon that will allow plan sponsors to include annuities in their offerings.

MassMutual Agrees To Pay $250,000 Over Failure To Supervise High-Pressure Sales

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Charles J. Evan was terminated by MML Investors Services in 2019 and permanently barred by Finra in 2020.

iCapital Has Acquired Fintech Firm Simon Markets

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Simon Markets of New York City has a platform focused on structured investments and annuities.

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.

Rethinking The 4% Rule

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

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.

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