Annuities
IRI Sees Strong Sales of Plain-Vanilla Fixed Annuities
By Allison BellVariable annuity assets tilted toward stock funds.
April 07, 2022
4 Ways RIAs Can Create Better Performance ReportsClients respond to a clear, attractive portfolio report that's tailored to their needs.
April 07, 2022
8 Steps to Help Clients Effectively Withdraw Retirement AssetsHow much should your client withdraw from different retirement accounts and in what order? Here's how to figure it out.
April 07, 2022
Workers Want Guaranteed Lifetime Income: Allianz Life's Matt GrayHe hopes to help close the gap between what people have and what they'll need.
April 07, 2022
NAIC Improves Insurance Regulators' Tracking ToolsRegulators gave life insurers 23 liquidity risk stress tests.
April 07, 2022
U.S. Life Insurers Looked Great in 2021: FitchThe rating agency says the carriers it rates ended the year with 9.2% more capital.
April 07, 2022
FINRA Bars Ex-Cetera Rep Who Used Client Money to Buy Her Son Mutual FundsCetera terminated the former broker after investigating her for allegedly converting over $40,000 from three older clients.