Three tips to adopt digital capabilities into your practice
Ways to streamline operations and enhance client engagement.
Fixed annuity contracts can fund a type of defined benefit plan for business owner clients.
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Three mistakes annuity owners should avoid
Annuities are gaining in popularity, but clients may be confused about some of the details.
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.
The ‘perfect storm’ driving annuity sales momentum
Interest rates, market volatility and a growing demographic are fueling higher demand for annuities.
Annuities gain traction with middle-market consumers
Middle-income Americans recognize they need products to help them navigate longevity and market risks in retirement.
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.
Inherited annuities: Helping to stretch generational wealth
How to spread out tax liability while allowing an inheritance to continue growing.
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.
The annuity puzzle is especially puzzling for older retirees
Why does interest in annuities tend to decrease as retirees age?
Removing roadblocks to choosing annuities
How advisors can help clients overcome the hurdles that prevent them from considering lifetime income strategies.
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.
Not all annuities are equal: Answers to client questions
Helping clients find the annuity that best meets their needs.
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.
Annuities can help manage income risks in retirement
How investing in annuities can help retirees generate more income while preserving other assets.
Four words that move the annuity conversation
Words to use and words to lose when communicating about annuities to clients.
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.
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.
Keeping five generations of workers happy with their benefits
How to meet the employee benefits needs of today’s multigenerational workforce, from the Silent Generation to Gen Alpha.
Does pessimism really suppress annuity sales?
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.
