Life Insurance And Annuities

Displaying 3386 results
Annuity data firm Cannex inks partnership with Luma
FINTECH MAY 22, 2024
Annuity data firm Cannex inks partnership with Luma

The lifetime income research provider’s collaboration brings a new tech platform to empower advisors using annuities.

By Leo Almazora
Louisiana moves to adopt annuity best-interest standard
RETIREMENT PLANNING MAY 20, 2024
Louisiana moves to adopt annuity best-interest standard

Associations for life insurers and financial advisors laud the move, renews call for “sensible protections” around guaranteed lifetime income products.

By Leo Almazora
DOL fiduciary rule faces pushback in congress
RETIREMENT PLANNING MAY 15, 2024
DOL fiduciary rule faces pushback in congress

A bicameral group of senators and house representatives have launched a joint resolution seeking to quash the rule.

By Leo Almazora
How much of an income edge could retirees get from annuities?
RETIREMENT PLANNING MAY 13, 2024
How much of an income edge could retirees get from annuities?

With 'new North Star' metric, TIAA urges new retirees to rethink 4 percent rule and incorporate a lifetime income strategy.

By Leo Almazora
RIA-focused fintech Flourish is living up to its name
LIFE INSURANCE AND ANNUITIES MAY 10, 2024
RIA-focused fintech Flourish is living up to its name

The firm has announced a surge in advisors and AUC.

By Steve Randall
MassMutual and iCapital unveil expanded alts platform
ALTERNATIVES MAY 09, 2024
MassMutual and iCapital unveil expanded alts platform

The firms have teamed up to build a centralized tech platform for advisors to access alternatives, structured notes, and annuities.

By Leo Almazora
If it’s a rollover, it’s fiduciary
RETIREMENT PLANNING MAY 07, 2024
If it’s a rollover, it’s fiduciary

The new fiduciary rule will pull a lot of brokers under the Employee Retirement Income Security Act, and harkens back to the levelized compensation from the 2016 rule.

By Emile Hallez
Fiduciary commitment should be table stakes
LIFE INSURANCE AND ANNUITIES MAY 06, 2024
Fiduciary commitment should be table stakes

Speed and nature of new DOL rule has left many in the insurance industry fuming, losing sight of the impact on ordinary investors

By InvestmentNews
Want to go RIA with annuities? Here’s where to start
RIA NEWS MAY 02, 2024
Want to go RIA with annuities? Here’s where to start

Ditching your legacy annuities when going independent used to be commonplace but there are now more options, says industry insiders.

By Josh Welsh
The life insurance need gap has hit a record high
LIFE INSURANCE AND ANNUITIES MAY 02, 2024
The life insurance need gap has hit a record high

Limra research finds more Americans than ever see a need for more coverage, but lack of knowledge still holds them back.

By Leo Almazora
For retirement-age investors, it’s about keeping their nest eggs safe
RETIREMENT PLANNING MAY 01, 2024
For retirement-age investors, it’s about keeping their nest eggs safe

Survey of pre-retirees and retirees reveals a major focus on capital protection, with a strong preference for stability and guaranteed income.

By Leo Almazora
Jackson spices up RILA suite with new add-on
LIFE INSURANCE AND ANNUITIES APR 29, 2024
Jackson spices up RILA suite with new add-on

The leading annuity provider’s new income option allows investors added flexibility in building guaranteed lifetime income.

By Leo Almazora
Most workers, retirees have retirement income confidence
RETIREMENT PLANNING APR 26, 2024
Most workers, retirees have retirement income confidence

New EBRI research sheds fresh light on sentiments around inflation, Social Security benefits, and use of guaranteed income products.

By Leo Almazora
US annuities set rapid pace in first quarter
LIFE INSURANCE AND ANNUITIES APR 25, 2024
US annuities set rapid pace in first quarter

Preliminary Limra results show total sales of $113.5B for individual annuities, rivaling the peak seen in the fourth quarter of 2023.

By Leo Almazora
BlackRock unveils its answer to the looming retirement crisis
RETIREMENT PLANNING APR 24, 2024
BlackRock unveils its answer to the looming retirement crisis

The world’s largest asset manager has unveiled a new paycheck-for-life solution to support financial security among DC plan participants.

By Leo Almazora
LIFE INSURANCE AND ANNUITIES APR 24, 2024
Retirement income from four sources is expected by half of future retirees

Advisors should help clients consider retirement surprises, survey suggests.

By Steve Randall
Nationwide’s Eric Henderson set to step down
RETIREMENT PLANNING APR 23, 2024
Nationwide’s Eric Henderson set to step down

The president of the financial giant’s annuity business is exiting at the end of 2024, capping off a transformative four-decade career.

By Leo Almazora
Annuities make target dates more complicated
RETIREMENT PLANNING APR 09, 2024
Annuities make target dates more complicated

BlackRock CEO Larry Fink and others see a big future for target-date funds with annuities, but teaching people how to use them is a challenge.

By Emile Hallez
LeafHouse, ARS bring managed accounts to retirement plans
RETIREMENT PLANNING APR 05, 2024
LeafHouse, ARS bring managed accounts to retirement plans

Tech tie-up taps 401(k) target-date funds from State Street to create personalized lifetime income for workplace plan participants.

By Leo Almazora
Which assets do global insurers expect their best returns to come from?
LIFE INSURANCE AND ANNUITIES APR 03, 2024
Which assets do global insurers expect their best returns to come from?

Goldman Sachs report reveals expectations of firms with $13 trillion on their balance sheets.

By Steve Randall