FIA Marketing Shifts to Accumulation

The question is how and when the tide shifts between marketing an annuity for accumulation, as agents seem to be doing now, and marketing an annuity for income, as agents are likely to do again in the future.

March 2018 |  Read Article

Wealthy Take A Shine To QLACs

High-net-worth individuals are finding that investing in this type of annuity gives them protection against longevity while cutting taxes.

March 2018 |  Read Article

Delay of DOL Rule Expected To Spike Annuity Sales in 2018

LIMRA analysts say a combination of rising interest rates and a delay in the fiduciary rule will help annuity sales rebound this year.

February 2018 |  Read Article

Annuities Are the Cure for a Risk-Infected Retirement

By concentrating on prescribing the right annuity prescription for your client’s retirement, you will find success in annuity sales.

January 2018 |  Read Article

Annuities Can Make a Trustee’s Tough Job Easier

Trustees tasked with a tough job are using annuities in trusts to leverage the benefits of both.

January 2018 |  Read Article

Bonus vs. Index Crediting Potential: Which One Is Better?

Weighing the long-term account values of a bonus annuity with lower crediting caps against a non-bonus annuity with higher crediting caps.

December 2017 |  Read Article

Will Fixed Indexed Annuities Have Another Record-Setter?

Between the fiduciary rule delay and enhanced features, FIAs could see a sales frenzy in the second half of 2017, some observers say.

November 2017 |  Read Article

Carriers Releasing More Fee-Based FIAs

More companies are adding fee-based fixed indexed annuities to their product mix, as the industry adapts to the fiduciary rule. But will advisors warm to selling them?

November 2017 |  Read Article

Taking a Look Into the Annuity Sales Crystal Ball

New fee-based annuities, bringing products to market faster and more transparency in how agents are paid are just some of the main developments in play within the annuity sales industry.

October 2017 |  Read Article

Annuities Outperform CDs Even at the Same Rate

Tax deferral laws make annuities a great option for clients planning for retirement. But what should advisors be looking for in crafting an effective plan to take advantage of annuities?

October 2017 |  Read Article