Annuities

The No. 1 IBD requested that other variable writers “contractually reaffirm their commitments to protecting trails,” an executive says.

A widely held view is that a lot of spending is wasted on “heroic” measures at the end of life, but it’s difficult to know which patients are in their final year.

One of the major provisions of proposed legislation would require 401(k) plans to offer annuities so participants could create new income streams.

Despite Social Security's financial woes, the revenue shortfall can be easily fixed, say experts at Boston College Center for Retirement Research. But it will only go so far in paying for living expenses.

Here’s how to prepare your clients, and your own practice, if dark days come and stay.

This period allows seniors to be more strategic about generating income from their portfolio and minimizing taxes.

LIMRA now predicts VA purchases to increase for the first time in six years while fixed contracts reach unprecedented levels.

Tru Independence is partnering with a marketing organization specializing in the commission-free protection space.

A civil filing by an IBD seeks damages for firms and reps “who devoted significant time and resources to building a book of business,” an attorney says.

The 4,300-advisor network is investing in insurance distribution after benefiting from rising interest rates and record client assets.

Working longer and delaying Social Security are some of the ways they can boost their savings after losing a large portion of retirement assets.

The regulator proposed a "clear and concise" summary for clients considering the products, but the impact appears limited.

Moving could eliminate their mortgage, reduce housing expenses and lower cost of living.

Sales of the fee-only products have expanded in a major way, but they have yet to win over advisors.

LPL slammed the move by the exiting major issuer to cut off trails for advisors in certain existing contracts.

Reg BI would boost sales because the products fill a pressing need for income over long lifespans, the executives say.

Trying to time the market is a “fool’s game,” but preparing for a possible downturn as retirement approaches can be a smart move.

Those new to Medicare may not realize they need to buy a separate policy to cover prescription drugs. There are some partial exceptions, but even in those cases, coverage can vary.

The deal with the family-run independent insurance firm followed record sales in fixed-index annuities.

Revenue from FIAs surged to well over the existing mark in the second quarter, while VAs stabilized after 17 straight quarterly declines.