Annuities

Don’t Let Inherited Annuities Overwhelm Grieving Clients

My experience has taught me that this first interaction isn’t about solutions; it’s about listening, educating and presenting options. (By Marguerita Cheng)

The Missing Puzzle Piece for Fearful Retirees

Even wealthy clients who don’t really “need” an annuity, at least on paper, may crave the peace of mind these vehicles bring. (By Howard Sharfman)

Annuity Sales Surge in Q3 2024

The results marked the 16th consecutive quarter of growth, LIMRA reported. Fixed annuities drove overall sales.

U.S. Annuity Sales Surge to Record Highs in 2024

Annuity sales continue to grow in the double digits, says LIMRA. Here's why.

Can Clients Really Afford a More Conservative Asset Mix?

Helping them understand what they should be measuring can lead to better retirement outcomes. (By Ilene Slatko)

Annuities: Criticisms and Rebuttals

For some clients, criticisms of annuities may have some validity. But that doesn’t mean annuities aren’t appropriate for anyone.

Investigating Income

A Rethinking65 writer asked six advisors to tell her how they used an annuity to help a client. Here's what they told her.

This is Not Your Father’s Annuity Industry

The once-sleepy class of financial instruments offered by insurance companies has become a hotbed of growth and change.

Wade Pfau on the Big Retirement Income Disconnect

He and other researchers in lifetime income think annuities are the right fit for many retirees running out of income. Why don’t more advisors agree?

Help Clients Identify Their ‘Lifestyle Annuity’ First

Different annuities can be suited to your client’s lifestyle, but asking the right questions is key to finding the right investment. (By Dave Buck)

Latest News

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Husband-and-Wife Practice in Phoenix Affiliates With Commonwealth

Patrick Funke & Associates has $430 AUM and focuses on retirement plans.

RIA Economic Outlook Index Rises as Inflation Worries Ease

Advisors still fear a possible recession, but a major concern expressed by clients may present an opportunity.

Survey Finds Dangerous Disconnect Between G1 and G2

Advisors who don’t adequately prepare for succession risk losing their successors.

N.J. Independent Advisors Could Be Reclassified as BD Employees

The Financial Services Institute will testify against the implementation of a strict “ABC” contractor rule at a public hearing Monday.

Social Security’s Finances Erode Further and Could Spell Benefit Cuts

If Congress fails to act, the retirement fund will run out earlier than previously estimated.

Most Americans Fear Tariffs Will Hurt Economy and Wallets

A new survey reveals increasing anxiety as price increases affect groceries, clothing and everyday spending.

Survey Highlights Historic Opportunity to Empower More Women to Invest

A Capital Group study reveals four steps financial advisors can take to engage more women clients during the Great Wealth Transfer.

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