Rising Rates Boost Q2 Annuity Sales
Morningstar and Beacon Research report increases in both fixed and variable annuity sales.
Deferred Income Annuities Reach Record Sales
The strong performance reflects recent product innovation, according to IRI research.
Retirement Pros Weigh In on DOL’s Lifetime Income Plan
DOL’s plan would require that lifetime income illustrations be given to participants in defined contribution plans, such as 401(k)s and 403(b)s.
Howdy Doody or Scooby Doo? Mind the Gap Between Early, Late Boomers
Advisors should look at their boomer clients as part of two distinct generations instead of lumping early boomers and late boomers together, according to a report released Monday by the Insured Retirement Institute.
Desperately Seeking Women: IRI Research Explains Advisor Gap
Careers in the financial advising field are expected to grow at twice the rate for all jobs between now and 2020—but where are the women?
Boomer Retirement Expectations Are Grim: IRI
Boomers’ retirement confidence continues to slip, the Insured Retirement Institute said in a report released Monday.
Altering of 401(k) Tax Incentives Alarms Retirement Industry
With so many people covered by 401(k)s, it’s clear that the impact of changes to their tax treatment could be substantial.
Top 20 Companies for Annuity Sales in 2012
Total sales of annuity products reached $219 billion in 2012—the lowest level since 2005, according to LIMRA.
Taxes, Social Security Weigh on Boomers’ Retirement Planning
More than half of middle-income boomers said they would save less for retirement if income taxes rose, according to the Insured Retirement Institute.
Social Security COLA Could Be Offset by Higher Medicare Premiums: IRI
“This reflects the growing trend of health-related expenses eating into retirement income,” the IRI president said.