Annuity industry shifts focus as RILA sales jump in 2020
Some insurers are getting out of what was once a robust market for variable annuities with optional living benefits riders as interest rates plummet.
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FINRA’s Focus on Variable Annuity Switches Continues
For the last several years, FINRA’s Priority Letters have indicated that variable annuity exchanges are priorities for FINRA’s reviews.
Buy an Annuity Now Because Good Deals are Evaporating
Most people don’t think about annuities much when rates tumble, but those who are in the market for them sure see a difference.
Industry Group Unveils New Annuities Language Glossary, Touts Clarity
The Alliance for Lifetime Income has released the Second Edition of its Annuities Language Glossary.
2021 Outlook: Help Clients Control What They Can
It’s no wonder that investor optimism fell 19 percentage points to 36% in 2020 from 55% in 2019.
Implications of "Best Interest" Rule for Annuities
When it comes to financial planning, how investors receive advice varies depending on what kind of advisor they use and the services they provide.
Defendants are Not Obligated to Cover Annuity Payments in the Case of Carrier Insolvency
Structured settlements most often take the form of fixed payment annuities, for the most part funded by the tort defendant.
