‘Alliance for Lifetime Income’ launches awareness campaign with theme: ‘Protect Your Income. Retire Your...
New 24-company industry coalition – heavy on annuity carriers – rolls out a multi-year, nationwide educational campaign to raise awareness and help consumers understand the importance of protecting a portion of their retirement income to guarantee they won’t outlive their money.
Improved economic and regulatory conditions have prompted LIMRA Secure Retirement Institute to forecast total annuity sales to increase 5-10% in 2018 and improve up to 5% in 2019.
Industry-wide annuity sales up slightly according to IRI’s First Quarter 2018 Annuity Sales Report.
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.
The largest U.S. pension transaction by premium in the last five years continues the market trend of more plan sponsors transferring their pension obligations to insurance companies.
LIMRA SRI research confirms that formal retirement plans lead to significantly increased sales of annuities, while nearly half of affluent clients with a formal plan consolidate vast majority of their assets with their advisors.
The Insured Retirement Institute’s newly released 2018 Fact Book intends to help insurance and financial advisors explain complicated retirement strategies and financial instruments in simple terms.
New guide aims to educate consumers and financial professionals about how 1035 exchanges can provide advantages for tax and long-term care planning.
Approximately 2,000 existing agents who have been operating under the Nationwide brand may transition to an independent agency model or could stay captive under another carrier.
Baby boomers remain in large measure unprepared for retirement, having failed both to plan adequately and save enough, according to new study.