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The product, which will be offered in defined-contribution plans, is engineered to deliver 6% income at retirement.
Carson Group Excell conference whets the appetite of advisers looking for fee-based insurance products.
The platform, which provides structured notes, annuities and other investments, plans to use the funds to expand its product offerings.
The insurance provider has created versions of the new product for commission-based and fee-based advisers.
The retirement plan sponsors that have signed on for the new service, which mixes target-date funds and annuities, collectively represent more than $7.5 billion in plan assets.
RetireOne's contingent deferred annuity for the registered investment adviser market includes about 200 mutual funds, ETFs and model portfolios.
Just 10 years ago, there was little crossover between securities and insurance, as insurance agents, health insurance agents and Wall Street advisers traditionally stayed in separate lanes. But that has started to change.
About 70% of people surveyed said they would choose a job with that feature over a similar one without it, according to a survey by TIAA.
Sales hit $68.2 billion, up by 40% from the second quarter of 2020, according to the Secure Retirement Institute.
The company's shares are expected to begin regular trading on the New York Stock Exchange on Sept. 20.
Private equity firms' insurance companies accounted for more than 40% of all indexed annuity sales industrywide during the second quarter.
SmartRetirement Plus will pair J.P. Morgan's target-date funds with AIG's IncomEdge Control annuity to meet the needs of plan participants who would like to receive regular monthly income in retirement.
Luma Financial Technologies' new tool, Luma Compare, lets advisers compare a variety of products.
The insurance industry recognizes that the word 'annuity' is not always received well. But that's only part of what hampers the products, according to two recent reports.
The questions that RIAs have about commission-free annuities right now are the very same questions they had just 15 years ago about exchange-traded funds, which are now a core part of client portfolios.
The case shows California is paying attention to annuity recommendations made through RIAs, and other state insurance departments could follow its lead. The settlement could also lead insurers and licensed third parties that work with RIAs to scrutinize recommendations more carefully, if they don't already vet them closely.
Annuities can provide important protected income during retirement, but many clients don't understand what they can do. This article details how annuities can protect and grow retirement income.
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.