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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...

MassMutual jumps into a hot investment-only variable annuity market

November 12, 2015

Massachusetts Mutual Life Insurance Co. breaks into the investment-only variable annuities market just as the products bolster an otherwise lackluster VA market. MassMutual Capital Vantage, launched Friday, is the firm's first IOVA. These annuity...

Time to expand the tool kit for delivering retirement income

November 5, 2015

With the prevailing mindset around retirement planning today being one of accumulation, retirees often are left ill-prepared to shift their focus to generating income. Successfully converting accumulated assets into an efficient lifetime income...

Insurers adding optional death benefits to IOVA contracts

November 4, 2015

Insurance firms offering investment-only variable annuity products have been tacking on death benefit options for investors as a way to offer more choice in a growing marketplace. Nationwide and AXA Equitable Life Insurance Co. have launched...

Fixed indexed annuity sales gaining on VAs: Cerulli

November 2, 2015

Fixed indexed annuity sales are steadily gaining on those of variable annuities, thanks in large part to continued low interest rates. “We do see fixed indexed sales growing faster than traditional variable annuity sales,” said Bing Waldert,...

Advisers shy away from LTC insurance dialogue: Study

October 20, 2015

Although it's generally understood that evaluating a client's long-term-care needs is an important part of retirement planning, few advisers are using LTC insurance products with clients or having conversations with them about LTC. A new Lincoln...

What advisers need to know about the most complex type of annuity

October 16, 2015

Advisers and insurers alike consider variable annuities with guaranteed benefit riders as the most complex annuity products. Specific characteristics of these annuity contracts can lead to misperceptions among advisers of how the products function,...

Wall Street is now fretting over the threat of another recession

October 8, 2015

The word 'recession' is now being used openly on Wall Street, in case you needed more proof that the U.S. economy is barely moving forward. Frayed nerves on the Street Insurance companies are scrambling to anticipate and then navigate the Fed's...

Jackson National to offer DoubleLine smart beta fund in VAs

October 2, 2015

Smart-beta strategies got their latest seal of approval in the form of a $100 million mandate from Jackson National Life Distributors. The giant insurance provider has added the DoubleLine Shiller Enhanced CAPE Fund (DSENX) to its menu of variable...

IBDs, wirehouses drive second-largest sales quarter for fixed indexed annuities

September 4, 2015

The wirehouse and independent-broker-dealer channels propelled fixed indexed annuities to their second-best quarter of all time, with the insurance products notching $12.6 billion in total sales through June, according to figures published yesterday...

Fidelity throws its weight behind longevity annuities

August 21, 2015

Fidelity Investments is giving its clients a new option for planning for the costs and risk of living longer. The retirement-plan services giant said Thursday it will offer a variety of deferred-income annuities to individual retirement accounts....

How to not get gobbled up when the next bear market arrives

August 14, 2015

Bear markets are an inevitable part of investing. We aren't there yet, but when the next bear rumbles through, here are a few tips for not losing your head. Avoid these investing missteps All eyes are on the growing oil surplus, as the price...

Under regulatory pressure, Voya restricts sales of more variable annuities

July 29, 2015

Voya Financial Advisors has restricted sales of variable annuities for the second time in two months, as the brokerage firm faces increased pressure from regulators questioning the suitability of the products for retirement savers. On Monday,...

Freeing variable annuities from information overload

July 12, 2015

Investment product-marketing materials inevitably come with the warning: Read the prospectus carefully before investing. But do investors really read them? Not many. Do those who read them understand them? Hardly. This reality has gotten regulator...

Support grows for strengthening variable annuity disclosures

July 1, 2015

Securities and Exchange Commission Investor Advocate Rick Fleming added his voice this week to what advocates say is growing support for improving disclosures for variable annuities. In a report to Congress on Tuesday, Mr. Fleming said that...

Willis Group and Towers Watson to merge

June 30, 2015

Willis Group Holdings PLC, the world's third-largest insurance broker, and Towers Watson & Co., the world's fifth-largest investment consultant by assets under advisement, announced on Tuesday they have agreed to an all-stock merger creating...

Perez calls out variable annuities in argument for DOL fiduciary rule

June 24, 2015

When he goes to Capitol Hill and other venues to advocate for a rule that would raise investment-advice standards for retirement accounts, Labor Secretary Thomas Perez uses an anecdote that highlights the dangers of variable annuities. He tells...

Voya restricts variable-annuity sales under regulatory pressure

June 23, 2015

The brokerage firm Voya Financial Advisors revamped its variable-annuity sales policies on Monday, restricting the sale of a popular investment option for retirement planning amid increasing pressure from regulators concerned about the products'...

Latest twist on the annuity hits the market

May 19, 2015

They're having another go at turning your retirement savings into an income stream that will last for the rest of your life. The problem is simple: You don't know how long you'll live, so it's hard to know how fast you can afford to spend your...

Nationwide to pay $8M to settle with SEC over variable annuity mail snafu

May 14, 2015

Nationwide Life Insurance Co. will pay an $8 million penalty to the Securities and Exchange Commission after the agency found that the insurer deliberately delayed receipt of variable annuity and life insurance policy orders, resulting in a...

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