Results for "fixed annuities"

Displaying 136 results

Sort: Date | Relevance

Author:

Elder financial abuse grows more prevalent in annuity, life insurance products

February 11, 2016

Financial fraudsters have been turning their attention more regularly to insurance products as a way to take advantage of the U.S. senior population. Products such as annuities and life insurance have generally been viewed as less frequent targets...

Longevity annuities better deal than bonds, immediate annuities, but lag equities

January 21, 2016

Head-to-head, longevity annuities represent a better deal than bonds and immediate annuities in a retirement portfolio, but still lag equities and the value of deferring Social Security income as long as possible. “Longevity annuities look...

Fixed indexed annuities notch record sales quarter

December 15, 2015

Fixed indexed annuities posted their highest quarterly sales on record in the third quarter, building on a recent surge in popularity for the annuity products that's largely due to market volatility and persistently low interest rates. Fixed...

Insurers and their clients will reap benefits when rate rise picks up steam

December 10, 2015

A move by the Federal Reserve to raise interest rates, which could come as soon as next week, would be a boon for the insurance industry and its customers by way of better benefits offered through annuity and life insurance products. But that...

Fixed-indexed annuities soar in popularity

November 29, 2015

Adviser Jo-Ann Holst's client, a woman in her mid-60s with $440,000 in savings, didn't want to sink her entire retirement nest egg into the stock market. And because she doesn't have a pension, she was looking for a predictable monthly income...

Time to expand the tool kit for delivering retirement income

November 5, 2015

With the prevailing mindset around retirement planning today being one of accumulation, retirees often are left ill-prepared to shift their focus to generating income. Successfully converting accumulated assets into an efficient lifetime income...

Fixed indexed annuity sales gaining on VAs: Cerulli

November 2, 2015

Fixed indexed annuity sales are steadily gaining on those of variable annuities, thanks in large part to continued low interest rates. “We do see fixed indexed sales growing faster than traditional variable annuity sales,” said Bing Waldert,...

IBDs, wirehouses drive second-largest sales quarter for fixed indexed annuities

September 4, 2015

The wirehouse and independent-broker-dealer channels propelled fixed indexed annuities to their second-best quarter of all time, with the insurance products notching $12.6 billion in total sales through June, according to figures published yesterday...

Fidelity throws its weight behind longevity annuities

August 21, 2015

Fidelity Investments is giving its clients a new option for planning for the costs and risk of living longer. The retirement-plan services giant said Thursday it will offer a variety of deferred-income annuities to individual retirement accounts....

MetLife launches first longevity annuity for individual clients' retirement accounts

July 20, 2015

MetLife Inc. on Monday unveiled its first longevity annuity for individuals' retirement accounts, becoming the latest firm to seize on new rules allowing plan beneficiaries to use insurance products that defer income distributions far longer...

Raymond James bolsters indexed annuities and life wholesaling with acquisition

May 29, 2015

Looking to step up its indexed annuities and life wholesaling game, Raymond James Financial Inc. announced Friday it would acquire The Producers Choice, an insurance marketing organization. The deal is expected to close mid-summer, and Producers...

Broker-dealers face administrative hurdles in rollout of QLAC annuity

May 13, 2015

Qualified longevity annuity contracts are the latest “it” product for life insurers, but broker-dealers are running into hitches when rolling out the annuities onto their platforms. Annuity nerds will remember that last summer the Treasury...

Time may have come to eliminate sales incentives in the annuities business

May 7, 2015

Even as fiduciary duty becomes a common phrase in the parlance of financial advisers, insurance agents are still offered gold watches and other incentives for annuity sales. Sen. Elizabeth Warren, D-Mass., brought the issue of incentives in...

New York Life raises the living benefit stakes — on a fixed annuity

March 13, 2015

Here's something you don't see every day: a fixed deferred annuity with a guaranteed lifetime withdrawal benefit. And it might be a good competitor against a number of existing variable and indexed annuities. New York Life Insurance Co.'s Clear...

Raft of new annuity products has broker-dealers scrambling to train reps

February 22, 2015

A raft of new offerings and changing needs for retirement income are spurring broker-dealers to tweak their product training seminars for advisers. It wasn't that long ago that variable annuities were a favorite among representatives. Clients...

Deferred-income annuities grab spotlight from traditional variable annuities

February 22, 2015

The lowly deferred-income annuity is finally getting its moment in the sun, as well as in clients' retirement income plans. Deferred-income annuities started as a variation of the single-premium immediate annuity (SPIA), using a similar concept:...

MetLife gets back in the variable-annuity-with-living-benefits game

February 13, 2015

Longtime variable annuity player MetLife Inc. is stepping off the sidelines and getting back into the game as it launches a new living benefit rider. The New York-based insurer will release a new guaranteed lifetime withdrawal benefit rider,...

The battle for your clients' retirement dollars

February 3, 2015

The war for your clients' annuity dollars is on. Why annuity sellers are fighting for your IRA The way things are shaping up, what's good for consumers isn't so much for business. Corporate America feels downdraft while recovery lifts households...

'Longevity' in annuities could be the big 2015 focus

December 29, 2014

Where the retirement market will go next year is anybody's guess, but insurance industry experts foresee a ramp-up in product development for certain types of annuities. For broker-dealers, 2014 appears to be the year of the indexed annuity,...

2014 big for indexed annuities: Broker-dealer execs

December 23, 2014

The year isn't over yet, but executives at broker-dealers say they've had a major rise in the indexed-annuity business — to the point that it may be cannibalizing sales of variable annuities. At Raymond James Financial Inc., the annualized...

« Previous PageNext Page »

1 | 2 | 3 | 4 | 5 | 6 | 7

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.