Results for "fixed annuities"

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3 reasons for the annuity sales spike

November 19, 2018

LIMRA reported that total​ annuity sales in the second quarter were $59.5 billion, up nearly 15% from the previous quarter. It's been almost three years since the industry has reported sales at these levels. When LIMRA releases third-quarter...

Ohio National stokes adviser fears over annuity trail compensation

October 23, 2018

It's been a few weeks since Ohio National Financial Services Inc.'s bombshell announcement around annuity trail compensation, and financial advisers are still trying to make sense of its implications for them and the broader industry. One question...

After Ohio National decision, the fine print of annuity trails is now a must-read

October 13, 2018

It's still a fresh sting, hearing that Ohio National Financial Services Inc. plans to terminate servicing agreements and cut off trail commissions to broker-dealers that sell some of its variable annuities. Can they really do this, some B-Ds...

Fixed annuities are on a tear

September 14, 2018

Fixed annuities have been on a tear this year, with sales seeing double-digit growth across several product categories amid rising interest rates and easing regulatory pressure. Overall sales of individual fixed annuities were $33.7 billion...

Merrill Lynch takes two avenues with annuity commissions

September 10, 2018

When Merrill Lynch recently decided to reverse its ban on commissions in individual retirement accounts, it did so for all products with one exception: annuities. The policy effectively creates a dual approach for Merrill's 17,000-plus advisers...

As DOL fiduciary rule dies, variable annuities come alive — sales up for first time since 2014

August 21, 2018

The death of the Department of Labor fiduciary rule is breathing new life into the variable annuity business. Following 17 consecutive quarters of sales declines, dating back to 2014, there was some good news for insurers in the second quarter...

Four challenges in using annuities for retirement planning — and how to overcome them

May 8, 2018

Over the years, I've had countless conversations with advisers about retirement planning and the use of guaranteed income products. While some embrace annuities and their ability to offer consistency in retirement income, others are more dismissive....

Ken Fisher, famous annuity hater, invested in annuity companies

August 31, 2018

Ken Fisher, founder and executive chairman of Fisher Investments, has been an ardent critic of annuities for years. In fact, Mr. Fisher's vitriol toward annuities is probably one of his most identifiable characteristics in the public sphere....

Retirement planning 10 years after the financial crisis

June 28, 2018

Ten years after the start of the 2008 financial crisis, the retirement income conversation is starkly different than it once was. In fact, everything has changed, from the way advisers and investors look at risk, to the investment vehicles they...

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...

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,...

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 annuity sales grow among wirehouses, independent broker-dealers

September 20, 2018

Wirehouses and independent broker-dealers have upped their sales of indexed annuities over the past few years, with a greater share of product sales coming through registered representatives at brokerage firms. There are a number of reasons...

Annuity rule likely won't include a fiduciary standard, NAIC says

July 24, 2018

The National Association of Insurance Commissioners indicated it would not impose a fiduciary standard on insurers and insurance producers as part of its overhaul of annuity sales rules, according to draft language of the group's model regulation...

DOL fiduciary rule lawsuit withdrawn by fixed annuities group in DC federal court

March 26, 2018

The National Association of Fixed Annuities withdrew its lawsuit late last Friday against the Labor Department's fiduciary rule that was pending in the D.C. Circuit Court of Appeals. NAFA said the recent decision by the 5th Circuit Court of...

Finra hits Valic Financial Advisors with $1.75M fine for creating compensation conflicts

November 28, 2016

Citing a number of conflicts of interest having to do with the way it compensated brokers selling annuities, the Financial Industry Regulatory Authority Inc. on Monday said it had fined Valic Financial Advisors Inc. $1.75 million. “Finra found...

Pacific Life swims against the tide in the indexed annuity market

March 9, 2018

Pacific Life Insurance Co. is an outlier among the scores of companies selling indexed annuities. Of the roughly 60 companies that manufacture these annuities, Pacific Life is unique in that it guarantees the maximum interest rate on its products...

These 3 things may be keeping your clients up at night

March 5, 2018

What advisers do best is help their clients with the uncertainties of their financial lives. This year has already brought more unpredictability to the table, and many Americans are wondering if they need to reassess their financial plans. Here...

Buffer annuities grow in popularity

February 13, 2018

Buffer annuities, also known as structured or variable-indexed annuities, are starting to gain traction. These products, a cross between indexed and variable annuities, have seen sales surge, as several other annuities have seen sales retreat....

Second-quarter fixed-annuity sales rose 10% to $27.8 billion, Beacon Research reports

August 31, 2009

Overall sales of fixed annuities hit $27.8 billion during the second quarter, up 10% from a year earlier but down 20% from the first quarter this year, according to data from Beacon Research Publications Inc. Book-value fixed annuities, which...

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