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?
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.
September 1, 2023 Annuities can help manage income risks in retirement How investing in annuities can help retirees generate more income while preserving other assets.
August 1, 2023 Four words that move the annuity conversation Words to use and words to lose when communicating about annuities to clients.
July 1, 2023 How annuities can be part of your client’s retirement formula Americans fear running out of money in retirement. Here are some ways to ease that fear.
May 1, 2023 Explaining the nuances of annuities to clients Clear communication and understanding the implications of annuities for clients of different income levels will help you match the right annuity to your clients’ needs.