Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
DOL Fiduciary Rule May Require All Rollover Options' Fee Info
By Allison BellIndependent insurance agents might need outside help to find all the needed numbers, NAFA webinar speakers said.
November 08, 2023
CD Issuers Will Keep Struggling to Match Annuity Rates: David LauDPL Financial Partners' CEO predicts that the nature of banks' assets will limit their ability to increase rates.
October 31, 2023
Draft Labor Regulations Allow Annuity CommissionsFiduciary disclosure rules would change, and sales-based awards for independent producers would be out.
October 26, 2023
Mortality Is Still Running High, Globe Life Tells Wall StreetAt Ameriprise, variable annuity sales were up 18%.
October 23, 2023
Clients Are Asking AIs for Investment Ideas: Nationwide Tech ChiefEmerging systems could generate personalized annuity recommendations, says Jim Fowler, Nationwide's chief technology officer.
October 19, 2023
Cannex: Income Annuity Shoppers Are Asking for Lower PremiumsThe average annual income "solve" increased 2.9%.
October 18, 2023
7 Ways RIAs Say Annuities Have Boosted Their BusinessAnnuity purchases are linked to positive client behavior and increased referrals, David Lau and David Blanchett say.
October 17, 2023
Venerable Picks Russell, Franklin Templeton as Annuity Fund ManagersTim Brown, the Venerable RIA's CEO, said the sub-advisors add expertise and attractive funds.