Tag: Annuities

Security Benefit, a Guggenheim Partners Company, launched EliteDesigns as the inaugural product for its new Personal Retirement Savings (PRS) initiative.

The Insured Retirement Institute (IRI) found nine of 10 Boomers who own insured retirement products have a higher confidence in their overall retirement expectations than those who do...

Most investors do not have a clear enough understanding of variable annuities (VAs) to appreciate the guaranteed income they can potentially provide, according to the results of a...

The Profit Sharing/401k Council of America (PSCA) is offering the Hueler Income Solutions platform to its plan sponsor member companies.

Jackson National Life Insurance Company developed an online tool to help advisers build customized investment portfolios for their clients.  

Putnam Investments plans to launch a version of its Absolute Return 500 Fund for use by insurance companies in variable annuities and other variable insurance products.

LPL Financial has introduced a platform that allows for discretionary management of variable annuity assets for LPL Financial-affiliated advisers.

Despite a lack of major upgrades to adviser-oriented Web sites, a recent report found overall improvements to online tools regarding annuities offered by financial services firms.  

We’re seeing a renewed focus on retirement income of late, and for good reason. 

The vast majority of households surveyed by the Insured Retirement Institute and Cerulli Associates say they are unfamiliar with annuities or have no opinion of them at all,...

A third of those responding to a new survey worry about outliving their retirement nest egg, but only one in five plan to buy an annuity or other...

Investors do not want to jump to a rational conversation about facts and figures right away; financial advisers need to understand them on an emotional level first.    

A federal appellate court has ruled that the National Education Association (NEA) cannot be held liable for a fiduciary breach because of its endorsement and marketing of annuities...

Allianz Life Insurance Company of North America (Allianz Life) has named Bob Densmore as senior vice president - national sales manager. 

Fifty-eight percent of more-affluent investors with investable assets of at least $200,000 cited emergency expenditures as the primary reason for keeping a portion of retirement savings in liquid...

The percentage of households at risk for not meeting their retirement goals jumps from 51% to 60% when they live off of the interest from their assets instead...

Younger boomers still have time to recover from the 2008 economic downturn, but worry about control and stability in retirement more than older boomers.

Financial services firm Edward Jones has reached a distribution agreement with Prudential Financial to offer its clients variable annuities and individual life insurance from Prudential companies.

The Insured Retirement Institute (IRI) has published a new version of their retirement-planning resource for financial advisers.

Russell Investment’s quarterly “Financial Professional Outlook” survey of financial advisers indicates this is the most challenging time in many advisers’ careers.