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How retirees and pre-retirees can benefit from high interest-rate environment
Clients can explore savings strategies and financial products with higher risk-free returns and alternative fixed-income investments.
What advisors need to know about estate planning for LGBTQ couples, individuals
In the absence of proper estate planning, there's a risk that LGBTQ individuals' intentions may not be respected.
The Truth About Custom Indices
What’s behind the surge in popularity among fixed indexed annuities? Their aim to help protect principal and achieve predictable returns is part of the story—and layering in a custom index can be a smart part of that strategy.
Bill allowing more types of annuities in retirement plans tops IRI’s lobbying agenda
The Insured Retirement Institute is hoping Congress has an appetite for more retirement savings legislation following the SECURE Act and SECURE 2.0.
$200 million team from Valic signs on with LPL
Rodney Van Buren and Whitney Colton have launched Van Buren Wealth Management in Melbourne, Florida.
Firm headed by former NFL player joins LPL from Lincoln Financial
Newport, Kentucky-based Hoff Bujnoch & Associates is led by Digger Bujnoch and oversees $150 million in client assets.
MassMutual promotes pair to leadership team, says goodbye to US head
Mike Fanning is retiring after 17 years as the insurer's US head, a period in which MassMutual grew into one of the top annuity providers in the US.
Fixed annuity sales stayed hot in Q1, Limra says
Total fixed annuity sales surged 101% to $70.9 billion in the first three months of 2023, compared with last year’s results.
Survey shows inflation increases retirement savings worries
The American Council of Life Insurers included questions in the poll that it says show a DOL fiduciary rule would hinder access to retirement advice.
10 IBDs with the most annuity revenue in 2022
Here are the firms that took in the most annuity revenue last year, as market volatility propelled record annuity sales.
When fiduciary duty is at odds with what’s right for clients
It's time for the financial services industry to rethink its rules when it comes to offsetting fees.
GOP attorneys general go after climate-minded insurers
The Republican AGs are examining net-zero goals that insurance companies have agreed to as part of an industry group.
Finra slaps MassMutual B-D with $250,000 fine for not promptly reporting customer complaints
The disclosures that MML Investors Services delayed making included customer complaints and arbitrations, criminal charges and bankruptcies.
The annuity industry eyes another record year after 2022’s grand slam performance
Like baseball star Aaron Judge, annuity sales set a record in ‘22. Here’s why the retirement income instrument could pop out of the dugout for a curtain call in ‘23.
Company launches to evaluate annuity options in 401(k) plans
Annuity Research & Consulting will provide fee-only vetting of lifetime income options for company retirement plans.
Guaranteed lifetime income products mark a new era of retirement plan design
Fifty years after the passage of ERISA, the insurance industry has come to the rescue with solutions that allow retirement plans to address the problem of decumulation.
More companies try to lure workers with benefits
Mentions of employee benefits in job postings on a recruiting website have soared to the highest rates on record, with one in four jobs now offering retirement plans.
US annuity sales on track for another record-breaking quarter: Limra
With investors seeking to lock in favorable payout rates before they begin to fall, the survey showed the income annuity market enjoying its highest quarterly sales ever, topping $4.1 billion.
Wide gaps exist between retirement plans, employee needs: Transamerica
The Transamerica study shows 95% of workers value health insurance as an important benefit, but only 63% of employers offer it to their employees.
Top things advisors need to tell their clients about retiring abroad
Retirees need to consider a lot more than just the exchange rate, the cuisine and the climate before retiring in a foreign country.
