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.
New report shows lack of protection for possessions, data and reputation.
Sales will escalate in 2024 and 2025 according to a new forecast.
Allianz study reveals substantial gap between aspiration and action.
Tamiko Toland, a force in the annuities business, recently started a consulting firm.
Breakaway fiduciary practices have helped accelerate the firm's sales.
The generation appears split on some key components of life insurance.
Insurance can be expensive, and clients should be aware of all options and how to use coverage when the time comes.
The firm will offer clients comprehensive financial planning services.
Independent agents who sell annuities could be fiduciaries for the first time.
