Annuities Archives - Page 3 of 22 - Retirement Income Journal

Pensionizing the 401(k) with Annuities

By Terrence Dopp Thu, Feb 10, 2022

Historically, workers couldn’t set up guaranteed retirement income streams directly through their 401(k) accounts. But that’s changing, and the annuity industry sees it as a big opportunity, according to...

Published February 10, 2022

Wink opens annuity data library to its subscribers

By Editorial Staff Tue, Feb 1, 2022

The library's wide range of content will include product and rider specifications, crediting rates, and side-by-side comparisons for annuities in Wink’s AnnuitySpecs database, said Wink CEO Sheryl Moore.

Published February 3, 2022

Annuity sales in 2021 were highest since 2008: LIMRA SRI

By Editorial Staff Thu, Jan 27, 2022

'We see growing interest in accumulation-focused FIA products, as investors seek principal protection with greater investment growth,” said Todd Giesing of the Secure Retirement Institute.

Published January 27, 2022

Target Practice: AIG and Milliman’s New Annuity

By Editorial Staff

AIG combines elements of a variable annuity, a registered index-linked annuity, and of Milliman's Defined Outcome ETFs into a series of Advanced Outcomes Annuities.

Published January 27, 2022

A New Film, ‘The Baby Boomer Dilemma,’ Praises Annuities

By Kerry Pechter

By the end of this cautionary tale, you might want to run out and, like Tom Hegna, buy a dozen annuities. (In photo: The film's fictional couple, under financial...

Published January 27, 2022

American Life & Security FIA adds ‘macro regime’ index

By Editorial Staff Thu, Jan 20, 2022

Midwest Holdings has only about $77 million in market cap, but it wants to be on the leading edge of the 'convergence of insurance and investments.' Its American Life...

Published January 20, 2022

Breaking News

By Editorial Staff Wed, Dec 15, 2021

Retirement Income Journal takes a holiday break; Great American offers fixed multi-year guaranteed rate annuity for RIAs; Lincoln’s 401(k) adds Income America 5For Life; Jackson buys back 2.2 million...

Published December 16, 2021

Re: Allianz Life, F&G, Oceanview Re

By Editorial Staff Thu, Dec 9, 2021

Three items: Allianz unlocks $4.07 billion in surplus through $35 billion FIA reinsurance deal with units of asset manager Sixth Street; AM Best affirms F&G's 'Excellent' strength rating but...

Published December 9, 2021

Equitable launches RILA with income benefit

By Editorial Staff

The Equitable SCS-Income registered index-linked annuity offers growth potential, plus a selection of downside buffers against loss, plus a lifetime withdrawal benefit that puts a floor under the value...

Published December 9, 2021

FIAs maintain sales momentum in 3Q21: Wink

By Editorial Staff Thu, Dec 2, 2021

Fixed indexed annuity (FIA) sales were $17.3bn; up 4.0% from 2Q2021 and up 25.6% from 3Q2020. Allianz Life was the top seller, with a 13.3% market share. The Allianz...

Published December 2, 2021

Pacific Life and tech partners develop annuity tool

By Editorial Staff Thu, Nov 25, 2021

The tool, developed with assistance from Ensight and Insurance Technologies, can compare the hypothetical performance of multiple annuities and the amount of lifetime income they could generate under varying...

Published November 25, 2021

Fidelity to help participants buy income annuities

By Editorial Staff

The new 'Guaranteed Income Direct' program gives workers the option of purchasing an immediate income annuity, with institutional pricing and offered by an insurer they choose, along with digital...

Published November 25, 2021

John Hancock transfers VA risks to Venerable

By Editorial Staff Thu, Nov 18, 2021

Venerable Holding will reinsure $22 billion worth of in-force variable annuity contracts issued by John Hancock Life. The deal releases $2 billion in capital for Manulife, which will put...

Published November 18, 2021

Annuity sales dip 9% in 3Q2021 from prior quarter

By Editorial Staff

Sales of all annuities in the US were $62.3 billion in the third quarter of 2021, down 9% from the previous quarter but up 12% from 3Q2020. Sales of...

Published November 18, 2021

SRI Survey: Annuities fit middle-income and mass-affluent

By Editorial Staff Wed, Nov 10, 2021

Of advisers who serve retirees and pre-retirees with less than $500k in financial assets, 48% say that annuities are more appropriate for these clients than wealthier clients, the Secure...

Published November 11, 2021

Consortium to promote income options in 401(k) plans is formed

By Editorial Staff Thu, Nov 4, 2021

So far, Nationwide and Alliance Bernstein have joined the “Lifetime Income consortium,” which was created by Cannex, Broadridge FI360 Solutions, and Fiduciary Insurance Services.

Published November 4, 2021

Retirement-related tax breaks = $276 bn in 2019

By Editorial Staff Thu, Oct 28, 2021

The value of exclusions and deferrals of taxes for contributions to and earnings in pensions and retirement savings accounts was $276 billion in 2019. The exclusion for employee health...

Published October 28, 2021

Jackson issues its first structured annuity (RILA)

By Editorial Staff Thu, Oct 14, 2021

RILA sales hit a record $9.8 billion in the second quarter of 2021. Jackson enters a field whose peloton includes the leader, Equitable, and fast-followers Allianz Life, Lincoln Financial,...

Published October 14, 2021

Deferred annuity sales up 10% in 2Q2021: WINK

By Editorial Staff Wed, Oct 13, 2021

Jackson National, Equitable, Allianz Life, AIG and New York Life were the market share leaders in major annuity product categories in the second quarter of 2021, according to Sheryl...

Published October 14, 2021

After a Hot 2nd Quarter, Will Annuity Sales Rise This Fall?

By Editorial Staff Wed, Sep 29, 2021

Except for the fourth quarter of 2008, during the Great Recession, quarterly annuity sales have never higher, according to the Secure Retirement Institute (SRI) US Individual Annuity Sales Survey.

Published September 30, 2021

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