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.
Regulator says Avinesh Shankar used electronic signature software to submit 115 annuity applications tied to 64 customers.
Ruling vacates Labor Department’s 2024 fiduciary package and related exemptions, keeping existing Reg BI and state best-interest standards in place.
After piloting with select partner firms, the commission-free annuity platform's latest module has seen nearly $1 billion in annuity assets uploaded since its late-2025 soft launch.
Survey highlights issues despite satisfaction levels well above those for wealth management’s independent advisors.
FIDx CEO Rich Romano says operational friction, compliance complexity and fragmented workflows, not lack of demand, are holding advisors back from delivering guaranteed income solutions at scale.
LIMRA data show 2025 annuity sales topping $460 billion as RILAs, FIAs, and fixed-rate deferred products drive growth.
Report highlights stable ratings, strong capital buffers and steady annuity growth into 2026.
