Annuities – Page 3 – Retirement Income Journal

Prudential sells $923 million group annuity to Raytheon

By Editorial Staff Thu, Aug 2, 2018

The agreement transfers the responsibility for paying certain pension benefits to approximately 13,000 U.S. retirees, as well as their beneficiaries, from Raytheon’s previously discontinued operations.

Published August 2, 2018

A Letter to RIJ from Moshe Milevsky

By Editorial Staff

The York University finance professor, author and annuity consultant suggests that academics focus less on trying to solve the 'annuity puzzle' and more on 'normative advice.'

Published August 2, 2018

‘Freedom’ is the key to Sammons’ new variable annuity

By Editorial Staff Thu, Jul 26, 2018

'The unique feature is the Freedom Date,' said Bill Lowe, CEO of Sammons Retirement Solutions. 'If you buy this at age 60, at age 80 you have 100% access...

Published July 26, 2018

Athene issues new fixed indexed annuity

By Editorial Staff Thu, Jun 14, 2018

The new contract, called Agility, offers an annual deferral bonus of 175% of the increase in the account value, and income that steps up by the percentage earned each...

Published June 14, 2018

Variable annuities see $18 billion net outflow in 1Q2018

By Editorial Staff Thu, Jun 7, 2018

The recent increase in market interest rates, plus the lapse of the DoL Fiduciary Rule, have raised expectations that VA sales will rise, however, according to Morningstar.

Published June 7, 2018

Total annuity sales to improve through 2019: LIMRA SRI

By Editorial Staff

With interest rates expected to rise over the next two years, LIMRA SRI forecasts sales of fixed rate deferred annuities to increase by 15-20% in 2018 and by 20-25%...

Published June 7, 2018

Indexed annuity sales up more than 10% in 1Q2018: Wink

By Editorial Staff Thu, May 31, 2018

AXA US was the top-seller of structured annuities, with a market share of 51.5%, but the top-selling contract in that category was the Brighthouse Life Shield Level Select 6-Year...

Published May 31, 2018

Variable annuity deferral bonuses are working: Ruark

By Editorial Staff

GLWB withdrawal frequencies have increased consistently at normal retirement age and above, with over half of withdrawals now at or near the maximum benefit amount, according to a study...

Published May 31, 2018

It’s official: Lincoln’s indexed variable annuity has arrived

By Editorial Staff Thu, May 24, 2018

The contract's costs, other than those embedded in the performance caps and floors, are 40bps for an income rider, 10 to 30bps for a death benefit and administrative fees,...

Published May 24, 2018

Indexed annuities sales up in 1Q2018: LIMRA

By Editorial Staff

As for structured annuities, LIMRA is now using the term “registered indexed-linked annuities” to describe them and will include them in its overall variable annuity sales figures. These products...

Published May 24, 2018

Annuity wholesalers should be consultants for advisors: Global Atlantic

By Editorial Staff Thu, May 17, 2018

Many advisors prefer 'a multi-product annuity platform' that allows for 'customizable retirement planning,' the survey by the multi-product annuity provider showed.

Published May 17, 2018

How Canadians regard lifetime income: CANNEX

By Editorial Staff

Fewer than half of Canadians surveyed were confident in their ability to maintain their standard of living until age 90, while 58% would expect a decline in living standards...

Published May 17, 2018

Lincoln Financial joins the index-linked variable annuity (ILVA) party

By Editorial Staff

'Lincoln Level Advantage' comes with four index options, two term lengths and four levels of protection. It also offers variable subaccounts and a living benefit.

Published May 17, 2018

The link between 401(k) litigation and in-plan annuities

By Editorial Staff Thu, May 3, 2018

Fear of litigation has made 401(k) plan sponsors leery of innovation, including the adoption of annuities as investment options, these authors suggest.

Published May 3, 2018

LIMRA Ponders the Annuity Puzzle

By Kerry Pechter Thu, Apr 19, 2018

'We can stick with business as usual, or we can work with regulators to remove some of the hurdles to selling annuities,' said Ernst & Young's Doug French at...

Published April 19, 2018

Great-West to distribute its new indexed VA to RIAs on the RetireOne platform

By Editorial Staff

RIAs hate annuities--unless they can exchange a client's existing contract for something cheaper and more suitable. Great-West sees opportunity there.

Published April 19, 2018

It’s Hot Around the ‘Collar’

By Kerry Pechter Thu, Mar 29, 2018

Nervous investors can get an indexed collar strategy from an annuity or an ETF. Great West Financial and Innovator Capital Management have new products in the category. Cap-and-buffer products,...

Published March 29, 2018

Need for annuities is strong but interest still weak: Survey

By Editorial Staff Thu, Mar 22, 2018

A new CANNEX/Greenwald survey shows that about four in 10 pre-retirees expect annual income under $50k in retirement; 23% expect $50k-$75k and 16% expect $75k to $99k. Under 20%...

Published March 22, 2018

Phoenix issues MYGA annuity

By Editorial Staff

If contract owners can choose to keep the right to take a 10% “free withdrawal” of up to 10% of their premium, their guaranteed interest rate will be 0.25%...

Published March 22, 2018

Fixed annuity sales end 2017 on positive note: LIMRA SRI

By Editorial Staff Tue, Mar 20, 2018

Sales of book value fixed-rate annuities and indexed annuities were higher in the fourth quarter of 2017 than in the same quarter in 2016, according to LIMRA's Secure Retirement...

Published March 22, 2018

1 2 3 4 5 … 10

Data Connection

Lists*