Annuities

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)

Annuities Can Fill Retirement Income Gap

Annuities aren’t for everyone, but research shows advisors underestimate client interest in guaranteed lifetime income.

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Tax Hike on Wealthy? Republicans This Week May Decide

Republicans are expected to reveal whether they are willing to go ahead with President Donald Trump's suggestion to raise taxes on the rich.

Many Clients Ready for Retirement Financially But Not Emotionally, Planners Say

Non-financial concerns pose challenges for retirees and their financial planners, a FPA survey confirms.

Americans Favor Beaches and Big Cities for Their Summer Vacations

Allianz Partners USA reports that 71% of travelers plan to vacation domestically, with Seattle the top draw.

Downtown Apartment Construction Has Slowed Since Pandemic

Washington, D.C., leads cities that built the most new downtown apartments, a RentCafe study reveals.

Young Americans Are Seeking Financial Advice Earlier Than Their Parents

Gen Z’ers expect to marry, buy a home, have kids and retire later but are working with an adviser.

Most Public Sector Workers Need Help Planning for Retirement, Survey Finds

The MissionSquare Research Institute report reveals opportunities for financial planners.

AI is Revolutionizing Financial Planning, Global Study Finds

Over three quarters of financial planners say AI will enhance their ability to better serve clients, an FSPB study reports.