Do Annuities Work for All Clients?
Annuities have seen major growth in popularity since the pandemic began.
Recent
Madoff's Lasting Legacy: Risk Wary Millennials
The scam melted down when an entire generation was already emotionally vulnerable. They won't get fooled again and as they age they want safety first.
RIA Use Of Annuities Might Double Post Pandemic
Fewer than a third of RIAs currently recommend annuities for older clients. But double that proportion are open to the post-pandemic opportunities.
In the Future, the Bias Will Likely Be for Annuities
There needs to be more education and a change of thought to help 401(k) plan sponsors and participants accept the income-generation value of annuities
Despite Reservations, Sponsors’ Interest in Annuities is Growing
Advisers should be educated about annuities and how to analyze them to help plan sponsors decide the best products to use.
Why advisers don't recommend annuities
Orford Initiative's latest findings found advisers play a key role in recommending annuities, but face barriers in doing so.
It’s Never Too Late to Begin a Deferred Annuity
If you don’t meet the requirements to retire on an immediate annuity, you may apply for a deferred annuity.
