December 1, 2025 Why age alone shouldn’t rule out annuities in retirement It’s essential to weigh the timing and type of product carefully when discussing annuities with your retired clients.
November 1, 2025 Fixed annuities give clients more money to spend in retirement Fixed annuities can maximize retirement income while providing lifetime guarantees.
October 1, 2025 Don’t let annuity ‘myths’ block their adoption More employers are interested in including annuities in their defined contribution plan, but misunderstandings abound.
September 1, 2025 Annuities & Life Insurance: From ‘live on’ to ‘leave on’ How an annuity death benefit rider can strengthen legacy planning.
July 1, 2025 Is the best rate always the best deal? Slow down the conversation and translate those numbers into real outcomes.
June 1, 2025 A 1035 exchange to an FIA: A smart choice in today’s environment As retirees shift their priorities to income stability, higher-interest-rate products such as FIAs offer a compelling alternative.
May 1, 2025 Defined benefit annuity: The next great innovation How transformative technology creates the first personal defined benefit pension funded by a fixed indexed annuity.
April 1, 2025 Choosing the scenic route: Why diversification matters You’ll find opportunities to explore new paths through internal diversification of annuities.
March 1, 2025 Securing income through a fully insured plan Fixed annuity contracts can fund a type of defined benefit plan for business owner clients.
February 1, 2025 Three tips to adopt digital capabilities into your practice Ways to streamline operations and enhance client engagement.
December 1, 2024 Three mistakes annuity owners should avoid Annuities are gaining in popularity, but clients may be confused about some of the details.
November 1, 2024 Peak 65 to fuel digital boom in annuities The numbers of people hitting this critical age could be the catalyst to boost annuity sales even further.
October 1, 2024 The ‘perfect storm’ driving annuity sales momentum Interest rates, market volatility and a growing demographic are fueling higher demand for annuities.
September 1, 2024 Annuities gain traction with middle-market consumers Middle-income Americans recognize they need products to help them navigate longevity and market risks in retirement.
August 1, 2024 Anatomy of an FIA: 6 benefits to investors Fixed indexed annuities may be confusing to clients, but advisors can guide clients to making the right choice for their needs and goals.
June 1, 2024 Inherited annuities: Helping to stretch generational wealth How to spread out tax liability while allowing an inheritance to continue growing.
May 1, 2024 RILAs: Supporting client goals in retirement New research shows that structured annuities with income benefits increase the likelihood of retirees having assets left at age 100.
March 1, 2024 The annuity puzzle is especially puzzling for older retirees Why does interest in annuities tend to decrease as retirees age?