Annuities

Annuities Can Fill Retirement Income Gap

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

Annuities Continue March Upward

Annuities saw an impressive boom in 2023, with sales reaching a new all-time high, LIMRA announced.

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...

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Wealth Enhancement Group Acquires $809M Retirement Advice RIA

The partnership with The Retirement Group in San Diego brings the firm’s total client assets to more than $82.7 billion.

Yes, There Is a Best Day of the Week to Book Your Flight, Study Confirms

In general, early-in-the week bookings can save you the most money, but it depends on the airline, a survey of domestic flights finds.

Rent Increases Vastly Outstrip Wage Growth in These Markets

A new Zillow analysis shows U.S. rents have surged in most markets over the last five years — but a couple cities are clear leaders.

Oklahoma Financial Advisor Duo Managing $200M Joins Raymond James

The husband-and-wife team of Mike and Shaley Sikes of Edmond, Okla.., previously was affiliated with Edward Jones.

Demand for Advisor Services Soars, Annual Industry Survey Reveals

The ranks of financial advisors surpassed 1 million in 2023, according to the Investment Adviser Industry Snapshot.

Washington State’s LTC Program May Get Nixed

In November, the state will vote on making the program tax voluntary, which would make the program financially unworkable.

IRS Accepting Applications for Tax Preparation Program Grants

Participating organizations provide free tax counseling to seniors and underserved communities.

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