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Fintech iPipeline unveils annuity order tracker
In a first for the industry, the platform offers advisors the ability to manage annuity purchases from multiple carriers in real time.
Schlichter’s message to pension sponsors: Be very careful with PRTs
Many pension risk transfers in recent years have gone to Athene, and two recent suits over plans' choice of the insurer suggest more cases will follow.
Companies transferred billions in pension assets to annuities. Here come the lawsuits
The law firm behind one of the cases is well-known for its 401(k) and 403(b) litigation: Schlichter Bogard.
Fintech Flourish expands fee-based annuity shelf
The advisor tech provider is streamlining the annuity process for RIAs as it adds another carrier to its platform.
Annuity sales leaderboard changes as more sales go indie
Fixed annuity sales broke records, pushing Athene Annuity & Life to top-seller status.
Limra partnership takes aim at life insurance, retirement plan fraud
The collaboration aims to empower insurers, retirement service providers and other stakeholders against financial crime.
Advisors can help fill life insurance gender gap, Limra says
Women have less insurance coverage and more concerns than men, but financial professionals can step in to bust myths about insurance.
Indiana adopts NAIC best-interest model for annuity sales
Industry groups hail state’s new rule as a win for annuity consumer protection.
California governor backs best-interest bill for annuity sales
Gov. Newsom’s signing of SB 263 makes California the 44th state to adopt the NAIC's controversial model for annuity transactions.
MetLife and Fidelity partner for new retirement income solution
The partnership would make a guaranteed lifetime income product available to more US workers in their defined-contribution plans.
Orion, DPL join forces to offer commission-free annuities to advisors
Users of Orion's tech platform will now have direct access to DPL’s tools for finding and comparing annuities.
Showing how good or bad luck shapes retirement lifestyles
IncomePath software from Tamiko Toland and Michael Finke was inspired by the work of William Sharpe.
US annuity sales hit a fresh record in 2023: Limra
Strong economic conditions combined with demand for protected investments drove a second record year for fixed annuity products.
‘Legal’ insurance tax break blasted
Senate Finance Committee targets private placement life insurance as a 'booming tax dodge' for the wealthy.
RIAs struggle to keep up with ancillary services that clients want
An insurance brokerage CEO says RIAs' failure to adopt modern technology is causing them to fall behind.
MetLife floats a VA buyout offer
The firm would shift variable annuity values to fixed-interest-rate accounts for clients who accept it.
Black Americans more optimistic, but still face financial challenges
Limra research reveals concerns around retirement, disability, and unexpected emergencies among Black adults.
New leader for Northwestern Mutual advisors amid CEO succession plans
John Roberts becomes executive vice president and chief distribution officer as Tim Gerend is promoted to president.
Commission-free annuity sales trend remains strong, says DPL founder
DPL's product line saw sales of more than $1 billion last year, more than doubling its 2022 total.
Prudential, Fidelity collaborate on new decumulation option for DC plans
The firms say that 100,000 people will benefit from the new product.