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Times have changed as the giant money manager for professors puts a $97 million penalty behind it.
A new SEC registration form tailored to the products would support innovation, the Insured Retirement Institute argues.
Variable annuity sales jump 55% to $32.8 billion in Q2, marking the highest quarterly sales in that category in nearly six years, according to the Secure Retirement Institute.
The 12-city tour was postponed last year because of the Covid-19 pandemic.
Former Voya, Nuveen exec Mike De Feo will head the company’s new business line.
Virginia, Maine and Alabama recently adopted rules tracking the model ‘best interest’ measure approved in 2020 by the National Association of Insurance Commissioners.
The fee-based products will be part of Halo's digital platform, which also offers structured notes, market-linked CDs and buffered ETFs.
Current low interest rates add to the stress of establishing a retirement strategy because the 'cost' of generating retirement income from a portfolio of stocks and bonds is now higher.
Pensions are all but nonexistent for younger workers, and many are worried about cuts to Social Security.
The deal with Financial Independence Group gives all of Carson’s advisers access to the same list of company-vetted products, including annuities, life insurance, long-term care insurance and disability insurance.
Among retirement plan participants, about 90% said they are interested in retirement-income products and that having guaranteed income would be a plus, according to a BlackRock survey.
The goal is to help plan sponsors assess the possibilities more strategically
If your clients are rethinking their appetite for risk, it may be time to make changes. Talk about reallocating a portion of their savings to annuities to help safeguard their retirement years.
Although sales figures were down considerably for most categories compared with the first quarter of 2020, fixed-rate deferred annuities and registered index-linked annuities, or RILAs, saw purchases up by 46% and 89%, respectively, according to a report from Limra’s Secure Retirement Institute.
The court found that the rule was unconstitutionally vague and gave the state too much latitude to find violations.
The annuities business, while being an early mover, still lags where some consumers want to see it, according to NYDIG. Recently, several insurance companies have made big investments in the firm.
Halo Investing will offer fixed, variable and registered index-linked annuities from several carriers.
The number of carriers on its RIA custodial platform increased to 20 from seven and the number of fee-based products rose to 70.
While it's simple to choose annuity providers based on price and payout rates, those costs and rates can change frequently, so the best options today might not be as good in several years, a new report concludes.
Luma aims to get a broader set of advisers to engage with annuities with access to the Cannex database and annuity-focused tools.
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