New legislation introduced to delay DOL Rule implementation
The insurance industry is cautiously proceeding as if the Fiduciary Rule will in fact begin implementation on April 10, but the incoming Trump Administration and ... Read more
Annuities
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 retirement ... Read more
DOL releases Fiduciary Rule FAQs
The first of what could be three or possibly more sets of “Frequently Asked Questions” regarding implementation of the Fiduciary Rule have been posted by ... Read more
IRI Vision 2016 roundup: 1 in 4 private sector workers has a defined benefit plan; replacing pensions a key issue
The Insured Retirement Institute (IRI) released a new research report at its “VISION: IRI Annual Meeting 2016” in Colorado Springs on Sept. 26 that found ... Read more
Market compensation survey to help firms satisfy ‘reasonable compensation’ standard under new DOL rule
The Insured Retirement Institute (IRI) announced at its annual meeting in Colorado Springs this week that it will conduct a survey of compensation practices regarding ... Read more
Indexed annuity sales top all-time record in 2Q, but declining variable sales drag overall totals to 3% decline
Fixed indexed annuity sales totaling $16.2 billion in the second quarter of 2016 were 30% higher than 2Q in 2015 and surpassed all prior quarterly ... Read more
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 top ... Read more
Annuity IMOs partner up as Futurity First acquires M3 Financial
HARTFORD, Conn. – National independent insurance distribution company Futurity First Financial Corporation (FFFC) announced July 29 that it has acquired M3 Financial, a national annuity ... Read more
Americans show strong interest in financial solutions with opportunity for increasing income
MINNEAPOLIS – In order to help address the risks caused by inflation, many Americans are looking to financial products that not only provide guaranteed income ... Read more
Fixed annuity sales propel growth in early 2016 while variable annuity market share shrinks
WINDSOR, Conn. — Total annuity sales were $58.9 billion in the first three months of 2016, 9% higher than prior year results, according to the ... Read more
