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Annuity

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A 1035 exchange to an FIA: A smart choice in today’s environment

June 1, 2025 InsuranceNewsNet Magazine No comments.

As retirees shift their priorities to income stability, higher-interest-rate products such as FIAs offer a compelling alternative.

Read more
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?

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.

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