Results for "annuities"

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New group aims to improve negative view of annuities

August 23, 2018

A new group is trying to reframe how advisers, their clients and the broader public view annuity products. Two dozen insurance companies and mutual fund firms coalesced to form The Alliance for Lifetime Income, seeking to bolster an industry...

Why fixed indexed annuities are continuing to increase in popularity

March 15, 2016

A lot has changed in recent years in the world of indexed annuities. Much like the evolution of variable annuities in the 1990s, today's indexed annuities offer many more features and benefits than what many advisers may still associate with...

Finra whacks Advisor Group, NPH with $2.7 million in fines over variable annuity sales

July 25, 2018

The Financial Industry Regulatory Authority Inc. has censured four broker-dealers of Advisor Group and four National Planning B-Ds for poor supervision of variable annuity exchanges, fining them a total of almost $2.7 million. The individual...

Fixed annuities again surpass VAs in sales

May 28, 2009

Fixed annuities continued to outsell their variable counterparts in the first quarter, according to data from LIMRA International Inc. of Windsor, Conn. For a second consecutive quarter, fixed annuities beat variable annuities, raking in $35.6...

Freeing variable annuities from information overload

July 12, 2015

Investment product-marketing materials inevitably come with the warning: Read the prospectus carefully before investing. But do investors really read them? Not many. Do those who read them understand them? Hardly. This reality has gotten regulator...

Fixed annuity sales set for massive spike

June 7, 2018

Fixed-rate deferred annuities are poised for a huge jump in sales over the next two years, as rising interest rates and a potentially faltering equity market push consumer money into the products at near-record levels, according to Limra, an...

Insurers create pain points for advisers and clients

February 21, 2019

The insurance industry hasn't done itself any favors when it comes to earning the trust of financial advisers and their clients. Insurers have repeatedly frustrated these stakeholders by making business decisions that are seemingly contrary...

Ohio National extends variable annuity buyout offer

February 20, 2019

Ohio National Life Insurance Co. is extending by about a month a buyout offer it made on some of its variable annuity products. The insurer last year gave owners of ONcore variable annuities with a guaranteed minimum income benefit rider the...

Indexed annuity sales rise in Q1 as DOL fiduciary rule stalls

May 22, 2018

Indexed annuities posted a double-digit increase in sales last quarter as the headwinds posed by the Labor Department's fiduciary rule dissipated. Broader economic developments, such as the market volatility during Q1 and rising interest rates,...

Longevity planning will be a central mission for advisers of the future

July 22, 2019

As people live longer, healthier lives, they will need more help managing their money through retirements — which likely will last longer, too. At a recent roundtable discussion hosted by InvestmentNews on the Future of Financial Advice, many...

Indexed annuities likely to rebound after dip in sales last year

April 25, 2018

Sales of indexed annuities look like they are going to bounce back this year after dipping in 2017, a first for the product line in almost a decade. Broker-dealers and market observers indicate that a combination of trends — namely, an increase...

Indexed annuities gain popularity while rates remain low

February 23, 2014

Indexed annuities, long the black sheep of retirement products, are enjoying a wave of popularity among financial advisers grappling with low interest rates. Indexed annuities are a type of fixed annuity that credits clients' accounts with a...

Unique challenges in handling existing VAs

February 23, 2014

Variable annuities' myriad contract-specific features, benefits and costs can be baffling, particularly for advisers who encounter them infrequently. But because net assets in these vehicles totaled about $1.8 trillion at the end of the third...

Some could break even with Axa's latest VA buyout offers

September 29, 2013

Financial advisers and clients are getting Axa Equitable Life Insurance Co.'s second wave of variable annuity buyout offers, and the verdict is mixed. In July, the insurer filed an offer with the Securities and Exchange Commission, giving a...

Know the VA or stay away

July 28, 2013

Here's another investment vehicle that should come with a very detailed warning label. In the wake of the 2008-09 financial meltdown, life insurance companies began raising the costs and lowering the guarantees tied to variable annuities —...

Here's how the top indexed, variable annuity sellers did last year

March 22, 2018

Indexed annuities' decade-long joy ride came to an end last year. The products saw their first year-over-year sales decline since 2007, dipping 5.4% to $57.6 billion, according to the LIMRA Secure Retirement Institute. Eleven of the top 15 insurance...

VA guidance is responsibility of reps: Compliance experts

June 23, 2013

As life insurers alter variable annuity contract language and implement other changes to escape from their large VA liabilities, compliance experts are stressing that suitability rules apply and representatives are ultimately responsible for...

Brokers up in arms over The Hartford's VA plan

June 9, 2013

Broker-dealer executives are worried about the amount of work — and the potential liability — they may face following The Hartford's announcement that it's reining in investment options for some variable annuities. The insurer recently notified...

All-bond VA from Pru gets tepid reception

May 26, 2013

Prudential Financial Inc.'s latest variable annuity release goes into all-bond territory, a development that is getting a lukewarm reception from broker-dealers and representatives. The insurer unveiled its Prudential Defined Income variable...

Gundlach to oversee $450M in annuities push

September 29, 2013

Jeffrey Gundlach, manager of the top-performing DoubleLine Total Return Bond Fund, is expanding to variable annuities by subadvising a fund modeled after his flagship for Prudential PLC's Jackson National Life Insurance Co. DoubleLine received...

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