Lion Street introduces platform offering path to independence for captive agents

New platform aims to show successful agents the value of true independent firm ownership.

FIAs smash sales record for second straight quarter, up 38% from 3Q 2017

Year-to-date, Fixed Indexed Annuity sales are 22% higher than the first three quarters of 2017. Variable annuity sales continue to rebound, increasing 25% from prior year according to 3Q sales report from LIMRA Secure Retirement Institute.

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.

Annuity plan! Annuity plan! I do not like that annuity plan, Mr. Insurance Man!

Sometimes, the most resounding lessons on financial strategy can come from the most unlikely of places. Case-in-point — a classic bedtime story I read to...

Future of fixed indexed annuity design: Free NAFA webcast Thursday

The future of index designs in fixed indexed annuities will be among the topics of discussion during a free webcast on Thursday, presented by...

Total annuity sales drop 7% in 1Q 2015; indexed annuities up 3%

WINDSOR, Conn. — Total U.S. annuity sales dropped 7% in the first quarter, totaling $54.4 billion, according to LIMRA Secure Retirement Institute's first quarter...

DOL Fiduciary Rule enters first stage in Rulemaking Process

The Department of Labor Fiduciary Rule cleared the first step in the process to becoming an official rule when the Office of Management and...

4 in 10 Boomers still have no retirement savings; yet only 3 in 10...

Baby boomers remain in large measure unprepared for retirement, having failed both to plan adequately and save enough, according to new study.

Indexed annuity sales booming in 2016, but likely to regress sharply in 2017

Boosted by a predicted strong second half of 2016, indexed annuity sales are projected to increase by 15% to 20% compared to 2015 and...

Why more advisors are turning to a holistic retirement planning approach

The Insured Retirement Institute (IRI) released a new report in late December forecasting that more advisors in the years ahead will embrace a holistic...