Annuities

Despite a sales dropoff, experts forecast growth from product innovation and latent demand.

Here’s how advisors are replacing traditional methods.

Retirees who are considering investing in an immediate annuity can make sure they get a competitive quote by consulting the annuity payment calculator at immediateannuity.com.

The IRS is relaxing some rules to make pulling money from retirement plans easier after hurricanes Irma and Harvey, but clients should remember the taxes and penalties associated with withdrawals are unchanged,

The DoL rule has contributed to both the overall drop and a market shift, say LIMRA experts.

Advisors must be prepared with tax and planning strategies to help when clients fall ill.

Experts say such cases are commonly filed by advisors yet difficult to win.

What clients don’t know could cost them hundreds of thousands of dollars.

The products protect clients against losses, but significant caveats emerge in the fine print.

Congress may have a difficult time closing tax code loopholes that benefit households more than corporations, an expert suggests.

The advisors collected $1.7 million by fraudulently pushing variable annuities, investigators say.

To avoid paying high fees, retirement savers should ensure that their plan administrator is a no-load fund company and avoid overpriced house funds.

Clients may want to create an account on Social Security's official website to get a good estimate of their retirement benefits.

Three firms have fired the broker, whose former clients have won $494,000 in settlements.

Clients should opt for simpler annuities, which tend to be less expensive than those with more complicated terms.

Life insurance and annuity sales are the elephant in the room when it comes to the fiduciary standard.

The broker’s written promise of 7% returns on a variable annuity made for a simple case, the lawyer for the claimant says.

A bipartisan bill calls for an increase in full retirement age two months every year between 2022 and 2034 and indexing normal retirement age to life expectancy.

How advisers can help overcome their irrational expectations.

Here’s one reason why clients should consider maxing out their contributions ahead of claiming deductions this year.