Annuities

U.S. Annuity Market Soars to New Heights in 2023

Fixed-rate deferred annuities had their best quarter ever, while traditional variable annuities had the lowest sales ever recorded.

Annuity Sales Continue March Upward

Annuity sales are set to have another record-breaking year, based on results in the third quarter.

A Robust Year for Fixed-Rate Annuities

The year 2023 is expected to finish as a record one for many categories of annuities.

Uncertainty and the Cost of Waiting

Uncertainty may continue leading to a wait-and-see investment strategy.

Advisors Say Americans Worried About Retirement Finances

A whopping 97% of those surveyed say clients have voiced anxieties about how inflation might reduce their retirement savings.

What Financial Advisors Should Know: Fixed Annuities and Consumer Literacy

This study shows that consumers are looking for a way to address outliving their retirement assets. Here is what they wish advisors would tell them.

Annuities Boast Record Sales in First Half

But sales of some kinds of annuity products are doing a lot better than others.
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Help Clients Understand Tax Deferral

This client-friendly video explains the benefits of tax deferral, and describes the differences between a tax-deferred investment and one that is taxed each year. Sponsored...

Retirees with Advisors Have More Monthly Income Than Those Who Don’t

Their income is nearly twice as much as what the average retiree has, says a new Schroders’ study on U.S. retirement issues.

Retirement Uncertainty Increases Interest in Annuities, Industry Study Finds

But investment advisors underestimate their clients’ interest in a guaranteed source of retirement income.

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Advisors Dabbling in DC Market Seek Greater Support: Cerulli

Providing them with tools, education and guidance would help them grow their retirement-plan businesses, says Cerulli Associates.

Executives Traveling on Corporate Jets Face IRS Scrutiny

Do you have executive clients who might be using a corporate jet for personal use? Tell them the IRS has announced a crackdown.

U.S. Solo Renters Age 50+ Way Up

The number living alone rose by more than half a million, but there’s been a growing trend of older people living with roommates.

SEC Settles Charges Against Former Advisor

The former advisor, Andrew Komarow, was known in the industry for working with special needs families and neurodivergent clients.

SEC Fines TIAA Unit $2.2M for Violating Reg BI

The SEC said a TIAA broker-dealer charged some retail customers too much to invest in mutual-fund choices in an IRA.

Even Millionaires Flunk Retirement 101: Study

The American College of Financial Services plans to use its new research to help advisors improve client conversations.

Congressmen Want SALT Cap Doubled — Temporarily

The cap on state and local tax deductions (SALT) would be doubled — at least temporarily — if a group of Congressmen get their way.