Modern Solutions For Legacy Annuities New strategies now allow firms to unlock the full value of legacy commissioned annuity books—creating wins for clients, advisors and acquirers alike. These assets ...
How about a nice, secure lifelong income? In fact, lifetime annuities may be an unexamined solution for the dilemma millions of Americans face today. The problem is this: Like it or not, you and I ...
In recent years, there has been an increase in the sale of individual annuity contracts to participants in defined contribution (DC) plans, and most of these sales are of individual variable annuity ...
For many, guaranteed income makes an annuity a desirable retirement choice. The biggest concern with annuities is that you can miss out on big returns during bull market runs. Are you ahead, or behind ...
US annuity sales exceeded $105 billion in the first quarter of 2025, according to preliminary data from Limra, maintaining momentum for a sixth straight quarter despite falling slightly short of last ...
Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Combining annuities with IRAs or 401(k)s can be powerful. Annuities ...
In my 17 years as a financial advisor, I have found that annuities are one of the most reliable products I can suggest to my clients. This is not just from research, but from my lived experience. In ...
Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth managment professional and ...
Allowing individuals to retain a larger share of their corpus will give them the freedom to design retirement income ...
Tips for navigating fees, features, and fine print to protect your retirement income Nick Gallo has been a financial content marketer and journalist for over six years. He has deep expertise in credit ...
We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. Not all annuities — or annuity rates — are created equal, though. In ...
There are two pretty entrenched camps on indexed universal life and annuities. And those two camps don’t seem to like each other very much. I wouldn’t classify the conflict on the level of the ...
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