ANNUITIES

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SEC Wins Case Against Ex-LPL Rep Who Sold $40 Million in VAs To Federal Employees

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The rep posed as a federal counselor to lure government employees into rollovers.

Former Allianz, BlackRock Execs Launch Retirement Income Platform

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Bonsai will offer a platform for financial professionals to help clients manage their assets, liabilities and financial goals.

Advisors Keep Spurning Annuities Despite Investor Interest In Income

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A new survey also found that there's a growing hunger for retirement income among millennials.

New Film Focuses On Boomers' Retirement Struggle

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“Women are the most susceptible to stepping on a major financial landmine...

New Bill Would Allow 401(k)s To Use Annuities As Default Investment

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The bipartisan proposal would allow plan participants to devote up to 50% of their assets to annuities.

Retirement Timing Risk And The Constrained Investor

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It is now time to rally around the constrained investor-retiree who can't afford lots of risk.

Ex-New York Life Advisor Gets 11 Years For $1.3M Theft From Elderly Client

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Furman Alexander Ford of North Carolina used the funds for a cruise, a car, watches and firearms.

Insurance Agents Sue to Overturn DOL Rule

by FA Staff

The group argues that the new DOL rule merely repackages the one previously thrown out.

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.

Why The Social Security Split Strategy Could Prove Costly For Clients

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Laurence Kotlikoff said the split filing strategy gambles on the high-earning spouse reaching age 70 and dying young.

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.

Do Advisors Breach Fiduciary Duty When They Refuse To Recommend Annuities?

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The notion that advisors who fail to recommend annuities to clients run afoul of their fiduciary duty is a controversial one.

TIAA Offers Annuity Product For Corporate Retirement Market

by FA Staff

The guaranteed income solution is TIAA's first offering for corporate 401(k) plans.

Dan Fuss Warns On The Real-Income Hit To Boomers As Bonds Slump

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Boomers and the like may have the most to lose from price pressures and rising rates.

Why Recent Retirees' Timing Could Be Terrible

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Wade Pfau and others says they'd be smart to lock in some stock market gains before retiring.

SagePoint Gets Hit With $700K Fine Over Disciplinary Record-Keeping

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Finra said problem reps fell between the cracks in SagePoint's system.

TIAA Claims Former Advisor Is Violating Non-Solicitation Promise

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So far $20M in assets has been diverted to Raymond James, TIAA says.

Academics Tout Use Of 401(k) Assets To Boost Social Security Income

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Americans could use 401(k) assets as "bridge" income to delay Social Security, Boston College researchers argue.

How Social Security Benefits Are Impacted When Clients Become Widows

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Advisors need to be aware of how their clients' Social Security benefits are impacted when their spouse dies.

Market-Adjusted Retirement Withdrawals Can Benefit Clients, Morningstar Says

by FA Staff

Adjusting withdrawals with the market's ups and downs can provide long-term benefits, the research firms says.

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