Results for "fixed annuities"

Displaying 116 results

Sort: Date | Relevance


DOL fiduciary rule: 5th Circuit decision could be big win for indexed annuities

March 21, 2018

Indexed annuities — and the intermediaries that sell them — appear to be the biggest benefactors of an appellate court's decision last week to vacate the Department of Labor fiduciary rule. While observers are divided on the ruling's implications,...

Pacific Life swims against the tide in the indexed annuity market

March 9, 2018

Pacific Life Insurance Co. is an outlier among the scores of companies selling indexed annuities. Of the roughly 60 companies that manufacture these annuities, Pacific Life is unique in that it guarantees the maximum interest rate on its products...

These 3 things may be keeping your clients up at night

March 5, 2018

What advisers do best is help their clients with the uncertainties of their financial lives. This year has already brought more unpredictability to the table, and many Americans are wondering if they need to reassess their financial plans. Here...

Indexed annuities' performance may not be what you expect

February 16, 2018

At first glance, indexed annuities may sound quite similar to index mutual funds. Their names suggest as much. Consumers can buy annuities that are linked to the Standard & Poor's 500 index, like their mutual-fund counterparts. Plus, indexed...

Buffer annuities grow in popularity

February 13, 2018

Buffer annuities, also known as structured or variable-indexed annuities, are starting to gain traction. These products, a cross between indexed and variable annuities, have seen sales surge, as several other annuities have seen sales retreat....

DOL fiduciary rule continues to take toll on annuity sales

February 21, 2018

The Department of Labor fiduciary rule and the interest-rate environment delivered a one-two punch to annuity sales last year, pushing them down for the third consecutive year. Compared with the previous year, overall annuity sales dipped 8%...

Prudential pivots toward indexed annuities

January 29, 2018

Prudential Financial Inc. Monday announced the launch of its first indexed annuity, the latest variable-annuity carrier to pivot toward the increasingly popular annuity. The variable annuity market has had a rough go in recent years, having...

Have annuity sales bottomed out?

November 29, 2017

Annuity sales have fallen to their lowest point in well over a decade, but industry experts believe a turnaround is at hand. Sales among all annuity products in the third quarter were $46.8 billion, the first time since 2002 that quarterly sales...

Complexity of new indexed annuities causing concern

December 14, 2017

The way indexed annuities have evolved has led to concern from some corners of the insurance market, with some critics saying insurers have developed increasingly complex products in hopes of standing out in a competitive market. Indexed annuities...

Advisers fear private equity's reach into VAs

December 20, 2017

Editor's note: This story has been updated with information about the sale of Voya Financial's annuity business. Financial advisers have expressed alarm over recent reports of insurers looking to offload large blocks of variable annuities to...

DOL fiduciary rule delay boosts prospects for annuity sales

October 12, 2017

A proposed delay to the Department of Labor's fiduciary rule is leading to big increases in annuity sales projections next year. The regulation, which raises investment-advice standards in retirement accounts, was expected to put a severe dent...

DOL fiduciary rule has enforcement gaps — and they could widen

September 11, 2017

The Department of Labor's fiduciary rule, as it's currently written, has some enforcement gaps. And they could widen, especially for annuity products, depending on how the Trump administration's review of the rule shakes out. The primary enforcement...

Finra hits Valic Financial Advisors with $1.75M fine for creating compensation conflicts

November 28, 2016

Citing a number of conflicts of interest having to do with the way it compensated brokers selling annuities, the Financial Industry Regulatory Authority Inc. on Monday said it had fined Valic Financial Advisors Inc. $1.75 million. “Finra found...

Why indexed annuities eventually could outsell the variable variety

February 21, 2016

Toward the end of January, the Raymond James fixed and indexed annuity team met with one of our insurance partners to discuss possible future product designs and the indexed annuity market overall. I opined at the time that it would not surprise...

MetLife cutting annuity pay to some of its former advisers

September 5, 2017

MetLife Inc. is cutting compensation on annuities sold by former advisers who moved to other broker-dealers after MetLife sold its Premier Client Group last year to Massachusetts Mutual Life Insurance Co. And the cut in pay is drastic. According...

Voya re-entering buffer annuity market as product popularity grows

May 26, 2017

Voya Financial is hoping to capitalize on the recent popularity of buffer annuities by launching a product around the end of this year or early next, after having exited the market less than two years ago, and joining a small group of insurers...

DOL fiduciary rule pushes indexed annuity carriers to develop new products

May 25, 2017

Insurance companies, especially those that are indexed-annuity-centric, have been launching annuity products within the past several months in anticipation of the Department of Labor's fiduciary rule, which is expected to cause a big disruption...

Fixed-annuity sales down in 4Q and full-year 2009

February 21, 2010

Fixed-annuity sales slid in the fourth quarter and dropped off slightly for the full year of 2009. All told, fixed-annuity sales last year topped $105 billion, according to data from Beacon Research Publications Inc. and the Insured Retirement...

Fixed-indexed annuities soar in popularity

November 29, 2015

Adviser Jo-Ann Holst's client, a woman in her mid-60s with $440,000 in savings, didn't want to sink her entire retirement nest egg into the stock market. And because she doesn't have a pension, she was looking for a predictable monthly income...

AIG-free branding helps push Western National past FA rivals

January 19, 2010

Western National Life, an AIG Inc. subsidiary, emerged as the top fixed-annuity seller in the bank channel during the third quarter of 2009, displacing rival New York Life Insurance Co., according to data from Beacon Research Publications Inc....

Next Page »

1 | 2 | 3 | 4 | 5 | 6


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.