Boomers’ confidence in secure retirement sinks to 5-year low

WASHINGTON, D.C. –The Insured Retirement Institute (IRI) on Monday released a new research report that found Baby Boomers’ confidence in having sufficient savings to...

Annuity perks: Corrupting the business or moving it forward?

People either love or hate U.S. Senator Elizabeth Warren. Both sentiments became even more fervent in late April 2015 when she announced her investigation...

Total annuity sales jump 10% in 2Q 2018; FIAs shatter quarterly sales record

New LIMRA Secure Retirement Institute report shows increase bumped by spike in fixed indexed annuity sales.

Investors Heritage nabs title of ‘Fastest Growing U.S. Life and Annuity Insurer’

New report from S&P Global ranks companies based on both direct and net business volumes. Companies also had to have seen at least 25% growth in direct first-year and single premium business as a measure of new production to be considered.

‘Feeding Frenzy’ among IMOs looking to sign insurance-only agents ahead of DOL implementation

There will be a “feeding frenzy” among financial institution independent/field marketing organizations (IMOs/FMOs) going after a pool of insurance-only agents as the industry prepares...

2016 FMO Executive Outlook, Part II: Positioning for the future

Insurance Forums recently reached out to top executives at a variety of leading field marketing organizations to get their thoughts on the key issues...

Industry Briefs: A quick look at recent life and annuity news of note

Here’s a roundup of some of the news and events from a wide range of topics coming across the wires from life and health industry organizations and companies lately.

Annuity advocates react warmly to proposed SEC rule on VA disclosures

The Securities and Exchange Commission’s recent introduction of a proposal that would modernize the process of disclosing information about variable annuities was met with cries of “it’s about time” from annuity industry advocates.

How a final expense agent can break back into annuity sales

A full-time final expense agent who hasn’t done any annuity business for a decade – even though it used to be a primary focus...

FINRA Chair: Even if Trump repeals Fiduciary Rule, it has already reshaped industry

As industry associations including NAFA and IRI scramble to push for further delay of the scheduled June 9 initial implementation, FINRA Chairman Jack Brennan this week said whether or not the rule becomes law is now almost beside the point.