A score is generated to show coverage needs across life insurance, long-term care coverage, retirement income protection, and annuities.
New LIMRA data show most pre-retirees seek protected retirement income yet lack updated plans, exposing an advice and adoption gap.
Record annuity demand for principal protection collides with the most hawkish Fed dissent since 2016.
New research tests 10,000 market scenarios and finds a hybrid annuity-withdrawal strategy consistently outperforms pure approaches for retirees.
Mercer survey points to a credit cycle insurers see as mature, risky and worth navigating anyway.
Fewer than half of Americans in their peak earning years feel on track for retirement, while many say limited financial knowledge and access to professional guidance are holding them back.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
June may be 'Annuities Awareness Month' on the calendar but advisors have already been selling record amounts of the guaranteed income products.
IRI, SIFMA, and MFA are requesting targeted clarifications on how annuities and alternative assets fit under the Labor Department's proposed fiduciary safe harbor.
New data also shows health premiums surging at fastest pace since 2014 as retirement and medical demand reshape protection landscape.
Wellington explores how multi strategy hedge funds may enhance diversification
The latest preliminary data release from LIMRA show advisors leaning into RILAs, income annuities and protection strategies as clients put certainty over yield.
Most advisors are leaning into volatile markets rather than retreating, and more than half plan to increase their use of protection-oriented strategies by year-end.
Integrations with FIDx and Luma Financial Technologies extend the firm's digital distribution, including a first-of-its-kind update for the life insurance business.
Government interference in insurance is always a concern
Average preparedness score exposes shortfalls beyond traditional retirement planning.
Firm continues recruiting push as experienced advisors seek flexibility, support, and growth.
Matt Berman tells InvestmentNews that long-term financial planning is evolving due to client demand.
As advisors shift from a product‑centric mindset to one focused on client outcomes, they’ve become more open to bringing annuities and life insurance into a single, integrated planning conversation.
IRAs maintained their dominance, while DC plans rose modestly in the fourth quarter and mutual funds continued to anchor account-based savings.
