Annuities are gaining in popularity, but clients may be confused about some of the details.
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The numbers of people hitting this critical age could be the catalyst to boost annuity sales even further.
Interest rates, market volatility and a growing demographic are fueling higher demand for annuities.
Middle-income Americans recognize they need products to help them navigate longevity and market risks in retirement.
Fixed indexed annuities may be confusing to clients, but advisors can guide clients to making the right choice for their needs and goals.
How to spread out tax liability while allowing an inheritance to continue growing.
New research shows that structured annuities with income benefits increase the likelihood of retirees having assets left at age 100.
Why does interest in annuities tend to decrease as retirees age?
How advisors can help clients overcome the hurdles that prevent them from considering lifetime income strategies.
A three-step approach to understanding the index crediting strategy that will protect your clients’ investment.
Helping clients find the annuity that best meets their needs.
Goldman Sachs’ third annual annuity survey reveals strong confidence in the ability to enlarge the sales pie despite potentially tough economic times.
How investing in annuities can help retirees generate more income while preserving other assets.
Words to use and words to lose when communicating about annuities to clients.
Americans fear running out of money in retirement. Here are some ways to ease that fear.
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.
How to meet the employee benefits needs of today’s multigenerational workforce, from the Silent Generation to Gen Alpha.
A recent study from the Boston College Center for Retirement Research suggests that pessimism has less of an effect on annuity sales than might be expected.
Medicaid applicants can protect their countable individual retirement account by transferring it to a Medicaid-compliant annuity.
Confusion over annuity training requirements can leave producers scrambling.
