An NAIC working group is at the beginning of what promises to be a very long process to rein in illustrations.
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We continue to see a disconnect between what annuities can do and how advisors sometimes use them.
Help clients access long-term care while preserving as much of their financial legacy as possible.
Annuities allow small-business owners to convert accumulated assets into guaranteed lifetime income.
Two approaches to a strategy that provides guaranteed income.
Advisors who focus solely on caps and participation rates miss the real marketing edge.
The best annuity for retirement is the one that’s best for the individual client’s needs and goals.
Different annuity types have different features, but they all share the same basic purpose.
It’s essential to weigh the timing and type of product carefully when discussing annuities with your retired clients.
Fixed annuities can maximize retirement income while providing lifetime guarantees.
More employers are interested in including annuities in their defined contribution plan, but misunderstandings abound.
How an annuity death benefit rider can strengthen legacy planning.
Slow down the conversation and translate those numbers into real outcomes.
As retirees shift their priorities to income stability, higher-interest-rate products such as FIAs offer a compelling alternative.
How transformative technology creates the first personal defined benefit pension funded by a fixed indexed annuity.
You’ll find opportunities to explore new paths through internal diversification of annuities.
Fixed annuity contracts can fund a type of defined benefit plan for business owner clients.
Ways to streamline operations and enhance client engagement.
Annuities are gaining in popularity, but clients may be confused about some of the details.
The numbers of people hitting this critical age could be the catalyst to boost annuity sales even further.
