RetireOne Adds Nationwide RIA Annuities As Advisers Consider Options
Insurance outsourcing firm RetireOne partners with Nationwide on annuities for investment advisers. But recent research brings into question just how...
Tag: Annuities
Morningstar Launches Platform to Compare, Sell Annuities
The investment research firm has built the Annuity Intelligence Center for advisers amid a boom in the insurance product due...
Congress Nears Passage of RILA Registration Legislation
The proposed legislation would greatly simplify the process by which the annuities are registered by providing for tailored registration forms.
The Future of Retirement Income: A Q&A With Endeavor Retirement’s Bonnie Treichel
ERISA attorney and the chief solutions officer of Endeavor Retirement Bonnie Treichel discusses the past, present, and future of retirement...
Momentum is Growing to Educate Advisers on Plan Options for Lifetime Income
Retirement industry groups are ramping up efforts to help advisers understand and compare annuities for plans and consider how to...
Current Annuities Boom Still Likely Faint for DC-Plan Advisers
Annuity sales are on a tear in 2022, drawing interest, but potentially limited implementation from defined contribution retirement plan advisers...
Allianz Life Launches Income Annuity for Use in DC Plans
Allianz finds growing numbers of U.S. workers want guaranteed income options in their employer-sponsored retirement plan.
Market ‘Fear Factor’ Has Retail Annuities Booming. Can In-Plan Options Catch the Tailwind?
Market volatility is contributing to record sales of retail annuities. But in-plan annuities to provide guaranteed income in retirement are...
Annuity Customer Satisfaction on the Decline
Customers are less satisfied with the cost of annuities and have a lower likelihood of purchasing another financial product.
Annuities’ Bad Rap
Research shows a link between a good comprehension of annuities and a more favorable view of the products; unfortunately, annuity...
Decumulation Is Personal
New income solutions are focusing on customization and flexibility, in recognition of the fact that spending in retirement is more...
Annuity Sales Break Record for Second Quarter
Fixed-rate deferred annuity and registered index-linked annuity sales reach an all-time high in the second quarter, according to LIMRA.
Rocky Equity Markets, Moving Rates Help Annuities Shine
New LIMRA data shows continued equity market declines and rising interest rates drove investors to purchase record levels of fixed-rate deferred annuities in the second quarter.
The ‘Why’ Behind eMoney-Nationwide Wellness Tech Partnership
Speaking about her firm’s new partnership with eMoney, Nationwide’s Rona Guymon says the time is ripe for the integration of...
MODERN INVESTMENT MENU / COVER STORY
Paving the Way
Approaches to adding income products into DC plan design—but not on the menu.
Fixed Annuity Products Lead Annuity Sales
Fixed annuity sales rose 14% in the first quarter, with all fixed products except income annuities recording positive growth.
A Profound Opportunity for Advisers
A new survey report notes that women control a third of total U.S. household financial assets today—more than $10 trillion—and as much as $30 trillion more is expected...
24 States Have Now Adopted the NAIC Annuity Transaction Framework
With South Carolina joining the party, nearly half of all states have now adopted enhanced consumer protections applying to the sale of annuities, as developed by the National...
Annuity Sales Hit Record High in March
Double-digit growth for fixed-indexed annuities and fixed-rate deferred annuities drove overall sales to pre-pandemic levels during the first quarter.
Guaranteed Income Options May Boost Retirement Confidence
Interest in access to guaranteed lifetime income in retirement rose during the pandemic, but education and adoption has been slow.