Annuities

Displaying 948 results

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Nationwide, Capital Group create target-date with annuity

The product, which will be offered in defined-contribution plans, is engineered to deliver 6% income at retirement.

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Insurance products are morphing into securities

Carson Group Excell conference whets the appetite of advisers looking for fee-based insurance products.

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Halo Investing raises $100 million

The platform, which provides structured notes, annuities and other investments, plans to use the funds to expand its product offerings.

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Jackson National introduces index-linked annuities

The insurance provider has created versions of the new product for commission-based and fee-based advisers.

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BlackRock lands clients for its 401(k) annuity product

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.

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Annuity targeting RIAs applies living benefit to separate fund, ETF portfolios

RetireOne's contingent deferred annuity for the registered investment adviser market includes about 200 mutual funds, ETFs and model portfolios.

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The rise of insurtech

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.

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On a hiring spree? Retirement income could help lure workers

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.

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Annuity sales reach near-record in second quarter

Sales hit $68.2 billion, up by 40% from the second quarter of 2020, according to the Secure Retirement Institute.

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Jackson Financial completes separation from UK insurer Prudential

The company's shares are expected to begin regular trading on the New York Stock Exchange on Sept. 20.

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Annuities are now a big business for PE firms

Private equity firms' insurance companies accounted for more than 40% of all indexed annuity sales industrywide during the second quarter.

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J.P. Morgan, AIG to offer annuity tool for 401(k) plans

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.

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Fintech firm offers annuity selection tool

Luma Financial Technologies' new tool, Luma Compare, lets advisers compare a variety of products.

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‘Guaranteed income’ preferred over ‘annuities’

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.

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The parallel paths of ETFs and annuities

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.

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VA settlement could lead RIAs, insurers, states to ramp up oversight

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.

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The Many Benefits of Annuities Might Surprise You

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.

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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.