Annuities

Coming Soon: More Annuities in 401(k) Plans

LIMRA predicts the in-plan annuity market will grow exponentially over the next two years.

The Keys to Help Women Build Retirement Strategies

An Athene marketing and communications expert shares insight on how to change the conversation to better help women with their unique retirement challenges.

This Retirement Income Planning Tool Never Gets Old

This simple, commonsense approach gets clients focused on two kinds of spending and two types of income so they better understand planning.

$2 Million in Investable Assets Leads to Retirement Confidence

But not even 7% of people 60 and over have that saved, says LIMRA. More workers would like guaranteed sources of lifetime income.

Annuities Surge as Retirees Find Them Attractive

More commission-free annuities are becoming available, both through direct platforms and financial advisors who put clients' interest first.
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Why Are Fixed Annuities Breaking Sales Records?

Fixed annuities keep breaking sales records. A new MassMutual study sheds light on the topic. (Sponsored)

One Product Powers Annuity Sales to New Records

Total annuity sales surged to $310.6 billion last year, a 22% increase from 2021 results and 17% higher than the record set in 2008.

QLACs Take Bite out of Retirement Distributions

These annuity contracts can address longevity, income stability and inflation for some clients. (By Marguerita Cheng)
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Uncertainty and the Cost of Waiting

It's risky to park client money in a six-month CD betting that interest rates will rise, says Matt DiGangi of MassMutual. He offers a different strategy. (Sponsored)

The Cost of Waiting

Uncertainty may lead to a wait-and-see investment strategy.

What’s Up with Fixed Annuities?

Sales of fixed annuities have skyrocketed. New research sheds light on why that is happening and how they help clients in volatile markets.

Mitigating Inflation Risk for Federal Retirees

Retirees covered by the Federal Employees Retirement System may not get adequate cost of living adjustments. (By Ilene Slatko)

Latest News

DOL Must Create Retirement Plan Lost and Found

One of the many provisions of Secure Act 2.0 is for the DOL to create a "lost and found" for retirement accounts.

New EP Wealth Scholarship Honors Trailblazing Advisor

The Ballou/EP Wealth scholarship program will support underrepresented groups pursuing CFP certification.

Nationwide: Most Women Think Recession Is Here or Imminent

Close to two-thirds of women believe the United States is in a financial crisis or approaching one, says a Nationwide survey.

Gender Parity Will Take More Than 5 Generations: WEF

An index on women's financial health compiled by Ellevest shows that women in the United States are in their worst financial shape since 2018.

CFP Board, RIA Team Up to Offer Scholarship

The scholarship is intended to encourage students from underrepresented populations to enter the profession.

Retirees May Finally Recoup Losses from Stanford Financial Scheme

TD Bank has agreed to pay $1.2 billion to settle claims arising from the giant Stanford Financial Ponzi scheme, which erupted 14 years ago.

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