February 1, 2024 Removing roadblocks to choosing annuities How advisors can help clients overcome the hurdles that prevent them from considering lifetime income strategies.
January 1, 2024 Index crediting strategy: Which one is best for your clients? A three-step approach to understanding the index crediting strategy that will protect your clients’ investment.
December 1, 2023 Not all annuities are equal: Answers to client questions Helping clients find the annuity that best meets their needs.
November 1, 2023 Survey: Annuity providers see a path in the RIA channel Goldman Sachs’ third annual annuity survey reveals strong confidence in the ability to enlarge the sales pie despite potentially tough economic times.