Annuities

Displaying 931 results

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Here’s why TIAA can no longer play by its own rules

Times have changed as the giant money manager for professors puts a $97 million penalty behind it.

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House bill would simplify approval of registered index-linked annuities

A new SEC registration form tailored to the products would support innovation, the Insured Retirement Institute argues.

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Annuity sales surge 39% in second quarter

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.

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Gimme pension? Annuities group to sponsor Rolling Stones tour

The 12-city tour was postponed last year because of the Covid-19 pandemic.

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Allianz Life enters DC business with guaranteed income product

Former Voya, Nuveen exec Mike De Feo will head the company’s new business line.

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Three more states adopt annuity suitability rules

Virginia, Maine and Alabama recently adopted rules tracking the model ‘best interest’ measure approved in 2020 by the National Association of Insurance Commissioners.

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Halo adds AIG annuities

The fee-based products will be part of Halo's digital platform, which also offers structured notes, market-linked CDs and buffered ETFs.

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Decumulation in an evolving interest-rate environment

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.

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Gen Xers are most likely to buy annuities: Survey

Pensions are all but nonexistent for younger workers, and many are worried about cuts to Social Security.

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Carson Group partners with insurance marketing firm

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.

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Plans, savers more aware of retirement income, but will demand follow?

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.

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T. Rowe Price introduces plan tool for retirement income

The goal is to help plan sponsors assess the possibilities more strategically

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Satisfying changing risk appetites

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.

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Annuity sales rise in Q1 thanks to just two product types

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.

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New York court shoots down state’s annuity best-interest rule

The court found that the rule was unconstitutionally vague and gave the state too much latitude to find violations.

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Bitcoin in annuities? Several insurers are working on it

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.

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Structured note platform adds annuities

Halo Investing will offer fixed, variable and registered index-linked annuities from several carriers.

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Pershing expands fee-based annuity offerings for RIAs

The number of carriers on its RIA custodial platform increased to 20 from seven and the number of fee-based products rose to 70.

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Vetting annuities for 401(k)s not an easy task

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.

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Luma partners with Cannex to offer annuity data tool

Luma aims to get a broader set of advisers to engage with annuities with access to the Cannex database and annuity-focused tools.