MassMutual Releases Deferred Income Annuity
RetireEase Choice, a flexible premium deferred income annuity from MassMutual, was designed to guarantee a future income stream for financial security.
Tag: Annuities
practice management
Growing Pains
As an adviser’s business grows, a key concern is whether to grow organically or through deals or partnerships
Advisers and Annuities Boost Retirement Confidence
Retirement confidence is high for both Baby Boomers and Generation X, according to a report from the Insured Retirement Institute (IRI).
Weighing the Pros and Cons of De-Risking Strategies
Now seems like a popular time for lump sums, but according to a white paper from Goldman Sachs Asset Management, there is no one-size-fits-all de-risking strategy.
Individuals Seek Guaranteed Income Outside Retirement Plans
A LIMRA study of annuity buyers found the top reason consumers gave for buying their annuity is to supplement their Social Security or pension income.
Franklin Templeton Expands IO Distribution Team
Brian Schweitzer became strategic account manager, Craig Miller was promoted to key account manager, and Tina White was promoted to IO sales desk supervisor.
57% of RIAs’ New Client Assets from Full-Commission Firms
Almost 40% of registered investment advisers (RIAs) plan to hire additional staff in the next six months, TD Ameritrade...
Gloomy Eurozone Picture Dims Prudential’s Global Outlook
The looming fiscal cliff has investors scurrying for safe harbor, Prudential’s investment strategists said at their Midyear Global Markets and Economic Outlook.
Jefferson National Teams With CAPTRUST to Launch Investment Strategies
Five dynamic allocation models powered by CAPTRUST research were introduced by Jefferson National.
Wells Fargo Adds Lincoln Variable Annuity to Its Lineup
Lincoln Financial Distributors announced itsChoicePlus Assurancevariable annuity was added to Wells Fargo Advisors LLC’s advisory variable annuity program.
Phoenix Companies Rolls Out Annuity and Planning Tool
The Phoenix Companies Inc. introduced a single premium fixed-index annuity for people approaching or already in retirement.
Clarity Needed for IRS Partial Annuity Rules
The American Benefits Council welcomes proposed regulations to Internal Revenue Code Section 417(e), on the treatment of benefits paid partially as an annuity and partially in another form...
Morningstar Rolls Out Variable Annuity Research Web Tool
Morningstar launched Annuity Intelligence, which evaluates variable annuities and gives data on more than 100,000 annuity subaccounts and 1,950 annuity contracts.
Positive Language Critical in Reaching Older Americans, Research Finds
The language advisers use is critical in reaching senior citizens to explain investment products, according to the research firm Hearts & Wallets.
Penn Mutual Unveils Suite of Variable Annuities
The Penn Mutual Life Insurance Company introduced the Smart Foundation Variable Annuities that add some flexibility to guaranteed retirement income.
Allstate Unveils Two Fixed Indexed Annuities
Allstate expanded its retirement product suite with IncomeProtector and GrowthProtector launched in 40 states.
Great-West Launches Retirement Income Offering
Great-West Life & Annuity Insurance Company introduced a retirement income product that combines the traits of a mutual fund with a lifetime income guarantee.
The Hartford Sells Individual Annuity Business
The Hartford signed an agreement with Forethought to sell The Hartford’s Individual Annuity new business capabilities.