Retirement Investing
3 Ways to Capitalize on Annuities' Surging Popularity: Cerulli
By Dinah Wisenberg BrinThe research group suggests more long-term care hybrids, among other ideas.
February 09, 2023
Infrastructure Investments Help Power Clients' AnnuitiesNew federal programs could increase those assets' appeal.
February 08, 2023
Deloitte Warns Life Insurers to Get a Jump on Internal AuditsFirm analysts say companies should find any sales and marketing problems before FINRA and DOL examiners do.
February 07, 2023
U.S. Mortality 6.9% Higher Than Pre-Pandemic AverageThe percentage of deaths caused by COVID-19 and similar illnesses is still far above the epidemic threshold.
February 07, 2023
SEC Worries About Rating Analyst OverloadIn 2021, about 1% of the ratings that the SEC tracks were insurance and annuity ratings.
February 06, 2023
Secure 2.0 Can Make Clients' Retirement Plans StrongerExplaining change can create sales opportunities.
February 02, 2023
Equitable, Lincoln and Security Benefit Add Products for Stability SeekersThese new annuity and life products are intended to help protect clients from volatility.
February 02, 2023
The 12 States Where Death Rates Climbed in DecemberSo much for morality returning to normal.