Expanded retirement savings opportunities, better access to annuities among IRI policy priorities for 2018
Just-released 2018 Retirement Security Blueprint focused on expanding opportunities to save for retirement, increasing access to lifetime income and protecting older investors.
Advisors adding more services to better meet needs of retirees, pre-retirees
Analysis from the LIMRA Secure Retirement Institute shows that financial professionals across all channels are increasingly offering a broad array of common products and services to better help older Americans achieve retirement security.
NAIC updates annuity sales best interest model regulation
State regulators revise model to require producers act in customer’s best interest when recommending annuity products.
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...
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...
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.
Indexed annuity sales off to strong start in 2018
With the DOL fiduciary rule being vacated, the LIMRA Secure Retirement Institute is now forecasting an indexed annuity sales increase between 5 and 10% this year.
Pacific Life, Blueprint Income launch digital experience to modernize annuity purchasing
The collaboration’s “Next Deferred Income Annuity” offers simple, transparent way to begin building guaranteed income for retirement with as little as $100.
Annuity sales poised for most growth among IBDs: Survey
Insurers believe the independent broker-dealer channel is the most likely to see growing annuity sales in the next few years, a recent survey finds.
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...