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Sammons is trying to solve the longtime question of how best to combine planning with certain products through technology.
February 1 -
Three provisions in the far-reaching law “make it likely that annuities will become more prevalent in company plans,” one expert says.
January 27 -
The investment plays on a trend, “which is the blurring of the distinction between traditional insurance products and wealth management products.”
January 13 -
Decisions we make during financial crises alter as retirement nears — and not always for the better.
December 28Raymond James Insurance Group -
The wealth manager whose parent firm also owns an insurer and asset manager settled its third case involving the same time period.
December 23 -
The low interest rates pushing down sales across most fixed and variable lines are also boosting certain products.
November 25 -
A recent study suggests sales of "expensive" VAs fell as a result of the vacated rule. But there are other factors at play, writes Raymond James' Scott Stolz.
October 16Raymond James Insurance Group -
“If insurance and annuities had always been commission free, RIAs would be power users,” says David Lau, CEO of DPL Financial which is partnering with SS&C Advent.
October 13 -
Expenses fell by 20 basis points and risk-adjusted returns climbed 92 bps, according to the study.
September 24 -
Could single premium immediate annuities be the answer to ultralow rates?
September 21Wealth Logic