How To Match An Annuity To A Retirement Need

Securing a reliable source of protected lifetime income is one way to help manage retirement risks and help clients alleviate a major retirement concern.

May 2019 |  Read Article

How A DIA Contributes To A Successful Retirement

A study examined how much of a retiree’s nest egg should be invested into a longevity annuity to reduce the odds of running out of money in the later years of retirement.

April 2019 |  Read Article

N.Y. Advisors Face Tough Standard

Regulation 187 will change the way annuities are sold in New York.

March 2019 |  Read Article

FIAs Could Overtake VAs By 2021

Cerulli research finds fixed indexed annuities are expected to rise to the top of the leaderboard over the next few years. What’s behind the prediction?

February 2019 |  Read Article

Key Annuity Trends: Mergers, Simplification, Amazon-ification

Consumers will see a growing range of products while advisors will become more flexible in serving client needs.

January 2019 |  Read Article

Guaranteed Income Amount Depends On Client, Timing

Researchers looked at fixed indexed annuities, deferred income annuities, single premium immediate annuities and variable annuities. Here is what they found.

December 2018 |  Read Article

Could Indexed Annuities Steal The Spotlight From VAs?

The variable annuity market’s recovery could be overshadowed by competition from the indexed annuity market segment.

November 2018 |  Read Article

Commissions Vs. Fees: What’s Really The Client’s Best Interest?

Annuity commissions may have been given a bad rap in today’s best-interest-driven world. But are they really hurting clients?

October 2018 |  Read Article

7 Ways Annuities Can Solve Your Clients’ Financial Problems

How to identify annuity sales opportunities lurking in the midst of your clients’ financial challenges.

October 2018 |  Read Article

Index-Linked Annuity Segment Getting Crowded

The index-linked annuity market has been growing stronger in recent quarters, and that is good and bad news for one carrier. Meanwhile, advisors seeking to match clients with the best annuity benefits need accurate tools to help protect them in an era of regulatory pressure, analysts said.

September 2018 |  Read Article

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