Users of Orion's tech platform will now have direct access to DPL’s tools for finding and comparing annuities.
IncomePath software from Tamiko Toland and Michael Finke was inspired by the work of William Sharpe.
Strong economic conditions combined with demand for protected investments drove a second record year for fixed annuity products.
Senate Finance Committee targets private placement life insurance as a 'booming tax dodge' for the wealthy.
An insurance brokerage CEO says RIAs' failure to adopt modern technology is causing them to fall behind.
The firm would shift variable annuity values to fixed-interest-rate accounts for clients who accept it.
Limra research reveals concerns around retirement, disability, and unexpected emergencies among Black adults.
John Roberts becomes executive vice president and chief distribution officer as Tim Gerend is promoted to president.
DPL's product line saw sales of more than $1 billion last year, more than doubling its 2022 total.
The firms say that 100,000 people will benefit from the new product.
Led by demand for fixed products, total annuity sales were up 23% last year, according to Limra.
Flourish aims to facilitate RIAs’ access to annuities.
Here are some of the key characteristics that may make some clients better candidates for such a solution than others.
Financial professionals tend to emphasize the strong quantitative benefits annuities provide, yet it’s the emotional and behavioral benefits that often make them the ideal choice for consumers.
This AI product doesn't want to take your job, and it might make it easier.
The number of contracts sold in the third quarter marks a 39% increase from the prior year.
Some advisors are coming round to annuities but survey reveals majority seldom recommend them – and clients don't listen anyway.
New report from Chubb probes the millionaire mindset to find what matters to them.
The 1,450 financial advisors involved in the transaction oversee approximately $108 billion in assets.
'It’s crystal clear for the prospective client that the insurance producer is selling,' says an insurance industry representative.
