Annuities

Clients will be better off using the income allocation strategy than the asset allocation approach when building a retirement portfolio, an advisor says.

The new tax law lowers the tax rates for many investors, allowing clients to enhance tax savings on the converted amount.

It's not easy to talk about health and sickness with clients, but advisors must explain the options.

Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.

After the Fed raised rates, many market participants with fixed-income-heavy investment mixes are wondering what a period of rising interest rates could mean for their portfolios.

LIMRA predicts annuity sales could gain 5% to 10% in 2018.

Clients saving for retirement are advised to overweight their portfolio with small-cap value stocks and funds. Here's how.

The industry research organization LIMRA sees reasons for optimism despite flat overall sales figures in the first quarter.

A fee-only insurance advisor shared the tricks of the trade to a room full of skeptical NAPFA advisors.

The number of clients owning taxable brokerage accounts has increased 10 percentage points over the past five years, while ownership of employer-sponsored plans remained unchanged.