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.

Dramatic shift in retirement investment risk tolerance could be boon for annuities

Alliance for Lifetime Income study finds 1 in 4 Americans have a lower risk tolerance for future retirement investments because of the COVID-19 pandemic.

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.

Zenith Marketing Group partners with Ash Brokerage

Zenith Marketing Group, a full service insurance brokerage agency based in Freehold, N.J., is joining Ash Brokerage, the largest privately held insurance brokerage in the United States, the companies announced recently.

Phase II of Fiduciary Rule implementation to be delayed 18 months

Department of Labor proposal released Wednesday would extend the transition period and delay of applicability from Jan. 1, 2018, to July 1, 2019.

Majority of Americans still unsure about full benefits of permanent life coverage

Allianz Life’s 2018 Life Insurance Needs Survey finds consumers interested but undereducated about living and tax benefits of whole life, which provides an opportunity for financial professionals to bridge the education gap.

Annuity Market 2014: Top Producers See Strong Opportunity

This is that time of the year when we start to read reports that tell us how well particular products sold in the previous...

Fiduciary Rule concerns spur 8% drop in total 2017 annuity sales

Uncertainty over DOL’s partially implemented rule blamed for 5% decline in fixed indexed annuity sales, the product line’s first annual decline since 2009, according to just released figures from LIMRA’s Secure Retirement Institute.

Congress tacks SECURE Act to 2020 spending bill

House and Senate leaders include landmark retirement reform bill benefitting annuities in must-pass federal budget agreement.

Protecting and expanding retirement security access is goal of IRI’s just-released 2017 advocacy blueprint

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) released its 2017 Retirement Security Blueprint during a live conference call on Monday. The Blueprint is...