The Fixed-Index Annuity Industry Won Battles Only To Lose the War
A financial consultant looks at the ties that bind you.
Making the nest egg last: best products for senior clients
From innovative fixed indexed and fee-based annuities to hybrid combo solutions, today’s retirees have a growing list of products to choose from.
DOL posts indexed annuity fiduciary rule exemption draft
To get supervisory responsibility, a marketing organization might need $1.5 billion in annual sales.
State Crackdown on Annuities Sharpens Suitability Issues for Advisors
As states crack down on suitability review issues, an advisor’s ability to determine which annuity product is advisable has never been more important.
Q3 annuity sales remain ahead of 2015 despite declines
Year-to-date fixed annuity sales remain ahead of 2015 while variable annuity net assets increased for the fourth consecutive quarter.
Court denies NAFA in DOL fiduciary rule case
Judge Moss reasoned that NAFA was given adequate notice that the Department was considering regulating FIAs under the BIC exemption.
New data confirms a low national retirement IQ
Baby boomers are on track to find themselves one-quarter of a million dollars short of what they need over a 30-year retirement.
Marrying fixed index annuities with actively managed accounts
Using fixed index annuities in retirement planning has many benefits for clients and advisors.
Annuity sales trending slightly up year over year: IRI
Annuity sales surpassed $55.9 billion during the second quarter, on par with the first quarter, led by robust sales of fixed indexed products.
Milevsky: Big flaw in DOL fiduciary rule; annuities take early hit
Moshe Milevsky, an annuity expert, anticipates a negative short-term impact before homeostasis returns to the annuity space.