Annuities

The wealth management industry loves a good abbreviation. Here's a way to help master the jargon.

Compliance expert Alan J. Foxman explains why a 1035 exchange might trigger increased scrutiny.

Sales dropped by 8% last year, but LIMRA finds reason for optimism in 2018.

While the stock market remains strong, clients should stress-test their portfolios and ensure that they reflect their risk tolerance levels.

Seniors looking to launch a business should consider collecting their retirement benefits early.

Retirees should take advantage of their flexible schedule, which allows them to go on vacation during off season to save on costs.

Retirees should remain invested in stocks even if they have to scale back their exposure to this investment type, experts say.

Variable products suffered their worst quarter in two decades, while fixed contracts also declined.

The strategy could provide lifelong cash flow by trimming longevity risk.