Life Insurance And Annuities

Displaying 3448 results
Financial advice cockroaches have plenty of life selling insurance
OPINION OCT 23, 2025
Financial advice cockroaches have plenty of life selling insurance

Bruce Kelly analyzes new 'bad broker' report and concludes that the states' insurance commissioners need a better brand of bug spray.

By Bruce Kelly
How is middle-class America holding up financially as headwinds continue to blow?
LIFE INSURANCE AND ANNUITIES OCT 09, 2025
How is middle-class America holding up financially as headwinds continue to blow?

New report shows steady financial resilience, yet inflation and income concerns linger.

By Steve Randall
How to reframe life insurance for younger clients who want the benefits now
LIFE INSURANCE AND ANNUITIES OCT 06, 2025
How to reframe life insurance for younger clients who want the benefits now

LISA’s Bryan Nicholson is also seeing a rise in life settlements among older policyholders.

By Steve Randall
'Financial vortex' of priorities squeezing workers' retirement prospects, Goldman says
RETIREMENT PLANNING OCT 02, 2025
'Financial vortex' of priorities squeezing workers' retirement prospects, Goldman says

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.

By Leo Almazora
Advisors see long-term care as critical piece of retirement planning
LIFE INSURANCE AND ANNUITIES SEP 29, 2025
Advisors see long-term care as critical piece of retirement planning

As health care costs rise, more wealth managers are speaking with clients about long term care options. Here's what they are saying.

By Gregg Greenberg
Prudential and LPL expand partnership with retirement income tie-up
RETIREMENT PLANNING SEP 22, 2025
Prudential and LPL expand partnership with retirement income tie-up

The partnership helps more advisors address Peak 65 clients' concerns with a new retirement income offering on LPL's managed accounts platform.

By Leo Almazora
Younger clients push back on life insurance, forcing advisors to rethink approach
LIFE INSURANCE AND ANNUITIES SEP 16, 2025
Younger clients push back on life insurance, forcing advisors to rethink approach

Delayed marriages, parenthood leave under 40s unconvinced of insurance relevance.

By Steve Randall
Gen X lags as retirement confidence gap widens, BlackRock survey finds
RETIREMENT PLANNING SEP 08, 2025
Gen X lags as retirement confidence gap widens, BlackRock survey finds

Latest annual research sheds light on demographic disparities, as well as the rising role of guaranteed income and alternative investments in workplace retirement plans.

By Leo Almazora
Annuity sales hit another high, notching seventh straight $100B+ quarter: LIMRA
LIFE INSURANCE AND ANNUITIES SEP 04, 2025
Annuity sales hit another high, notching seventh straight $100B+ quarter: LIMRA

Product innovation, a constructive economic backdrop, and greater awareness around guaranteed retirement income are driving annuities to potentially exceed $400 billion in sales by year-end.

By Leo Almazora
Life insurance linked to greater financial confidence: Corebridge
RETIREMENT PLANNING AUG 25, 2025
Life insurance linked to greater financial confidence: Corebridge

Americans with life insurance coverage are far more likely to feel assured of their loved ones' future, though myths and misconceptions still hold many back from getting coverage.

By Leo Almazora
Jackson study reveals gaps in retirement resilience as market risks persist
RETIREMENT PLANNING AUG 13, 2025
Jackson study reveals gaps in retirement resilience as market risks persist

Market risk index shows hidden perils in seeking safety, and potential benefits from non-traditional investment vehicles.

By Leo Almazora
SEC: Fractional life insurance policies considered an investment contract
LIFE INSURANCE AND ANNUITIES AUG 12, 2025
SEC: Fractional life insurance policies considered an investment contract

A federal court's decision puts fractional life insurance policies under SEC scrutiny, forcing wealth advisors to revisit compliance and sales strategies for alternative investments.

By Matthew Sellers
Labor Department withdraws annuity safe harbor rule after industry pushback
RETIREMENT PLANNING AUG 12, 2025
Labor Department withdraws annuity safe harbor rule after industry pushback

Industry group IRI hails regulator's reversal as a win for financial professionals, plan sponsors, and retirement savers.

By Leo Almazora
Annuities hit new $223B high in H1 2025, LIMRA says
RETIREMENT PLANNING JUL 29, 2025
Annuities hit new $223B high in H1 2025, LIMRA says

The latest preliminary data show $117 billion in second-quarter sales, but hints of a slowdown are emerging.

By Leo Almazora
IRA rollovers from DC plans to hit $1.15T by 2030, LIMRA says
RETIREMENT PLANNING JUL 28, 2025
IRA rollovers from DC plans to hit $1.15T by 2030, LIMRA says

Research highlights the dominant role of workplace retirement plans and breaks down the major factors dictating workers' IRA rollover decisions.

By Leo Almazora
Retirement plans in flux: Why more Americans are reconsidering their exit timeline
RETIREMENT PLANNING JUL 28, 2025
Retirement plans in flux: Why more Americans are reconsidering their exit timeline

Many people have already continued working past their planned retirement date

By Steve Randall
Jackson, Nationwide expand advisor-focused offerings amid shifting distribution landscape
RETIREMENT PLANNING JUL 25, 2025
Jackson, Nationwide expand advisor-focused offerings amid shifting distribution landscape

The insurance and annuity giants' latest updates for financial professionals underscore the growing importance of third-party distributors.

By Leo Almazora
Retirement delays, Social Security fears prompt advisors to rethink income strategies
RETIREMENT PLANNING JUL 09, 2025
Retirement delays, Social Security fears prompt advisors to rethink income strategies

Concerns about outliving savings and healthcare costs are reshaping how "Peak 65" Americans and advisors approach income planning.

By Leo Almazora
Invictus managers withhold $10M, trigger ERISA asset showdown
LIFE INSURANCE AND ANNUITIES JUL 02, 2025
Invictus managers withhold $10M, trigger ERISA asset showdown

Invictus fund managers allegedly kept $10 million in plan assets after removal, setting off a legal fight that raises red flags for wealth firms.

By Matthew Sellers
Why RIAs are the next growth frontier for annuities
RETIREMENT PLANNING JUN 30, 2025
Why RIAs are the next growth frontier for annuities

David Lau, founder and CEO of DPL Financial Partners, explains how the RIA boom and product innovation has fueled a slow-burn growth story in annuities.

By Leo Almazora