A 26.74% decline in client acceptance odds for annuities suggests retirement-focused advisors should "flip the script" on standard planning conversations.
The two-way agreement, which has TPG overseeing an initially $12 billion mandate, makes Jackson the latest insurance player to tap external expertise in asset-based lending.
LIMRA projects full-year 2025 annuity sales projected to top $450 billion, with independent broker-dealers driving more than half of third-quarter sales in registered annuity products.
Marking its first new target-date addition in two decades, Vanguard’s new CITs offer 401(k) participants another option in the growing market of in-plan annuities.
Surveys show annuity owners feel more secure about retirement timing as interest rises among non-owners
Deal strengthens ties between the insurers and supports long-term growth strategy.
The deal positions Brighthouse for continued growth as it maintains leadership in variable annuities, as well as a potential competitive edge in 401(k) plans.
Head of wealth management, Vaughn Bowman, speaks with InvestmentNews.
Preliminary data from LIMRA show double-digit growth for registered annuity products amid another record $100 billion-plus quarter.
New study highlights a 6-point drop in customer contentment.
Majority of mass affluent Americans feel ready for retirement, but few have factored in inflation, healthcare costs, or sought professional advice.
Annuity sales are at record highs, nearly doubling since 2020. Private equity, shifting advisor fee models and an evolving regulatory landscape, are reshaping how insurers and distributors keep pace.
Cockroach advisors like the warm weather, according to a new study from the Journal of Financial Economics.
Bruce Kelly analyzes new 'bad broker' report and concludes that the states' insurance commissioners need a better brand of bug spray.
New report shows steady financial resilience, yet inflation and income concerns linger.
LISA’s Bryan Nicholson is also seeing a rise in life settlements among older policyholders.
Rising living costs and life events are forcing more to pause retirement savings, but new research highlights how early planning, access to 401(k)s, and income strategies like annuities can help.
As health care costs rise, more wealth managers are speaking with clients about long term care options. Here's what they are saying.
The partnership helps more advisors address Peak 65 clients' concerns with a new retirement income offering on LPL's managed accounts platform.
Delayed marriages, parenthood leave under 40s unconvinced of insurance relevance.
