Annuity sales are up, even as some experts question whether certain products make sense for clients in a low-interest rate environment.
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David Lau, the longtime COO at Jefferson National Life Insurance -- which specializes in Monument Advisor, a flat-fee variable annuity sold to RIAs and fee-based advisors -- has left the company.
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The brokerage and insurance units of Compass Bank were ordered to cough up money to compensate an elderly couple for duping them into buying one too many annuities.
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With clients worried about running out of money in retirement, should advisors give annuities a second look? Professor Moshe Milevsky think so.
These strategies can help advisors achieve annuitylike results while cutting out intermediaries and increasing returns.
In 2013, fees and commissions from annuity sales produced $3.43 billion in revenue, up 9% from 2012, according to the Michael White Bank Annuity Fee Income Report.
Fixed indexed annuities have helped drive overall industry growth, as advisors at large B-Ds and wirehouses embrace the controversial products.
New funds provide hedging tools to limit or amplify clients' currency exposure on their foreign investments.
After variable annuity sales plunged in 2012, expectations are high for the coming years for new players and higher sales.
People underestimate the chances of dying from likely causes, like heart failure, while overestimating the chances of dying from an unlikely cause, like murder. This can cause big mistakes in retirement planning.
Firm's partners say they wanted 'control of our destiny -- we wanted to own our own equity.'
The move is part of a shift of emphasis from life insurance "to a more well-rounded protection and retirement planning approach."
Meet the most productive young advisors in America.
Investment advisors will play a critical role in helping the nearly 80 million baby boomers and future generations develop a sustainable plan for retirement, a pair of senators said on Wednesday.
ING U.S. will begin selling fixed annuities through Allstate agencies as the largest publicly traded U.S. auto and home insurer ceases to offer its own brand of the retirement products.
Lincoln National topped $10 billion in individual variable annuity sales in the nine months ended Sept. 30, the most in at least six years, as rivals retreated from the contracts.
Such annuities typically mean watered-down guarantees and theres not a lot of demand for that, a panel of speakers said at LIMRAs 2013 annual conference on Monday.
The firm was praised for its client marketing materials at the annual Retirement Income Industry Association conference. Allianz and Principal were also honored.
IRS private letter ruling gives heirs choices about annuities.
Advisors may say they're comfortable developing retirement income strategies -- but none seem to agree on the right way to create an income stream.
Despite a tarnished reputation, annuities make sense for some clients. Even so, advisors highlight some of the biggest challenges they face in using annuities for clients.
In the first half of 2013, they generated $283.3 million in revenue, the most theyve made in the first six months of any year since 2007.