We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor ...

A 26.74% decline in client acceptance odds for annuities suggests retirement-focused advisors should "flip the script" on ...

Market swings have added pressure with about half of recent retirees noting that volatility has prompted them to make changes ...

Most advisors are familiar with fixed index annuities and have used them in their client portfolios Annuity contracts have become an increasingly consistent part of financial advisors’ client ...

Michael Kazanjian is the head of insurance overlays at Fiduciary Exchange LLC (FIDx), where he leads the strategy, growth and execution of the firm’s transformative insurance overlays business.

Although many financial professionals know the value of annuities in protecting their clients’ assets and generating retirement income, they are uncovering another benefit: Annuities are helping them ...

Annuities are financial products that give you a steady income stream when you retire. You can contribute to these insurance ...

As more Boomers retire and seek guaranteed sources of income for life, sales of immediate annuities are picking up—primarily fixed immediate annuities. First quarter fixed immediate annuities sales ...

Today’s clients are demanding something different. They want a retirement plan that feels integrated, intentional and resilient — one that addresses longevity risk, health care risk, income risk, tax ...

Annuities have been all the rage lately among financial advisors. Research from ProtectedIncome.org revealed that 50% of financial advisors are allocating more of their clients’ investments into ...

In an increasingly uncertain market, investors are looking for solutions that offer both growth potential and downside protection. Registered Index-Linked Annuities (RILAs) are emerging as a flexible ...

Researchers warn the average American will live many more years in retirement than expected, won’t have saved enough and will face a financial shortfall long after they can’t do anything about it.