Annuities

Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for financial advisors to consider.

Contingent deferred annuities represent product manufacturers' latest appeal to independent RIA advisors and their clients. Here's how they're making the case.

Sales were mostly flat until 2020. Over the past four years though, they've nearly doubled.

Fintech Flourish topped $5 billion in assets under custody and is launching into fee-based annuities; CEO Max Lane said he's learned a lot about the importance of data integration along the way.

Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.

Three regulatory amendments that are attached to the new "retirement security rule" display the stakes of the legal challenge already brewing in court.

The insurance products began 2024 in much the same way as 2022 and 2023: with record-breaking sales.

Total annuity sales easily eclipsed 2022 — which had set an all-time record.

The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors.

Financial planners and advisors must ensure that their clients have the necessary funds to meet whatever health challenges advancing age may bring.