Life Insurance And Annuities

Displaying 3386 results
Spending retirement savings a dilemma for Americans, finds new research
RETIREMENT PLANNING NOV 19, 2024
Spending retirement savings a dilemma for Americans, finds new research

The latest findings offer a glimpse of challenges around inflation, healthcare costs, and Social Security's long-term viability.

By Leo Almazora
Nationwide boosts annuity offerings with new index options
RETIREMENT PLANNING NOV 18, 2024
Nationwide boosts annuity offerings with new index options

The retirement giant is extending its guaranteed income shelf with fixed-income annuity options from Loomis Sayles and Nasdaq.

By Leo Almazora
Luma expands into life insurance in wealth tech industry first
FINTECH NOV 15, 2024
Luma expands into life insurance in wealth tech industry first

The fintech's move to integrate both life insurance and annuities promises to enable more comprehensive financial planning among advisors.

By Leo Almazora
DPL, Envestnet ink partnership for annuity data link
RETIREMENT PLANNING NOV 13, 2024
DPL, Envestnet ink partnership for annuity data link

The platforms' alliance will address a major barrier for DPL advisors that want to incorporate annuity and insurance products into their practices.

By Leo Almazora
Time to retire the 4 percent rule? Research highlights benefits of annuitization
RETIREMENT PLANNING OCT 31, 2024
Time to retire the 4 percent rule? Research highlights benefits of annuitization

A new study backed by ACLI suggests systematic withdrawals coupled with a one-time or phased annuitization could create a better retirement income outcome.

Annuities' sales growth streak reaches 16th quarter, says Limra
RETIREMENT PLANNING OCT 30, 2024
Annuities' sales growth streak reaches 16th quarter, says Limra

The latest Q3 figures point to a $331B year-to-date sales bonanza, a new record for RILA sales, and a fresh high for fixed index annuities.

By Leo Almazora
To be a fiduciary, or not to be a fiduciary?
LIFE INSURANCE AND ANNUITIES OCT 29, 2024
To be a fiduciary, or not to be a fiduciary?

Survey reveals unsurprising support from fee-only advisors but CEO of Finseca says restricting yourself to one fee model is "just plain stupid."

By Josh Welsh
RetireOne bolsters annuity shelf with Gainbridge partnership
RETIREMENT PLANNING OCT 25, 2024
RetireOne bolsters annuity shelf with Gainbridge partnership

The independent platform provider of fee-based insurance solutions is giving its RIA consumers access to two new annuity offerings, including one industry-leading product.

By Leo Almazora
Jackson gives a new spin on its investment-focused VAs, with guaranteed account balance option
LIFE INSURANCE AND ANNUITIES OCT 22, 2024
Jackson gives a new spin on its investment-focused VAs, with guaranteed account balance option

In a nod to sales trends that favor protection-focused annuities, the company has added a guaranteed minimum account balance rider for its Elite Access variable annuities.

Annuity confusion crimps customer satisfaction, finds JD Power
RETIREMENT PLANNING OCT 17, 2024
Annuity confusion crimps customer satisfaction, finds JD Power

Survey finds three-fifths of annuity holders wrestling with financial health concerns, while many lack full understanding of the protected income products.

By Leo Almazora
T. Rowe Price rolls out new managed lifetime income solution
RETIREMENT PLANNING OCT 15, 2024
T. Rowe Price rolls out new managed lifetime income solution

The new retirement savings product, launched in partnership with Pacific Life, offers a fresh option for defined contribution plan participants.

By Leo Almazora
Companies transfer pension obligations
LIFE INSURANCE AND ANNUITIES OCT 10, 2024
Companies transfer pension obligations

Pension risk transfers, where insurance companies cover defined-benefit liabilities with group annuity contracts, have exploded in popularity – and litigation over them has followed.

By Emile Hallez
NYL’s annuities leader on where industry can improve
LIFE INSURANCE AND ANNUITIES OCT 10, 2024
NYL’s annuities leader on where industry can improve

Matt Wion, who heads up the company’s retail annuities business, says the “Amazon and Uber effect” means industry improvements are needed to make the buying process easier.

By Emile Hallez
Corebridge breaks into the RILA space
RETIREMENT PLANNING OCT 09, 2024
Corebridge breaks into the RILA space

The insurance giant says its latest offering puts it a step ahead against other top-three annuity providers.

By Leo Almazora
How to help high-net-worth clients save on soaring insurance costs
LIFE INSURANCE AND ANNUITIES OCT 04, 2024
How to help high-net-worth clients save on soaring insurance costs

A HUB International strategist offers tips for reducing skyrocketing insurance bills.

By Gregg Greenberg
Two-pronged combo can balance retirement income and liquidity, says T. Rowe Price
LIFE INSURANCE AND ANNUITIES OCT 03, 2024
Two-pronged combo can balance retirement income and liquidity, says T. Rowe Price

Investment manager's white paper suggests a rethink for 'common misunderstanding'.

By Steve Randall
Advisors and clients aren't clicking on retirement planning
RETIREMENT PLANNING OCT 02, 2024
Advisors and clients aren't clicking on retirement planning

Survey data show crucial communication gaps between financial professionals and investors on protected income, annuities, social security and more.

By Leo Almazora
Annuities are changing, and so are advisors' attitudes
LIFE INSURANCE AND ANNUITIES SEP 23, 2024
Annuities are changing, and so are advisors' attitudes

Those who hate annuities are shortchanging clients, says advisor.

By Josh Welsh
Best-interest annuity rule gains ground in Louisiana
RETIREMENT PLANNING SEP 23, 2024
Best-interest annuity rule gains ground in Louisiana

Industry groups hail the move in the Pelican State as another win for consumers in need of lifetime income.

By Leo Almazora
Research reveals middle-income household gap on long-term care insurance
RETIREMENT PLANNING SEP 18, 2024
Research reveals middle-income household gap on long-term care insurance

Survey of middle- and upper-income consumers reveals shortfalls around familiarity, cost concerns, and the role of financial planners.

By Leo Almazora