Annuities – Page 3 – Retirement Income Journal

Envestnet Insurance Exchange aims for June 2019 launch

By Editorial Staff Thu, Feb 28, 2019

The Exchange will give advisors access to variable, structured, fixed, and indexed annuities from Allianz Life, Brighthouse Financial, Global Atlantic Financial Group, Jackson National Life Insurance Company, Nationwide, and...

Published February 28, 2019

Record sales for indexed annuities in 2018

By Editorial Staff

For 2018, fixed indexed annuity sales rose 27% to $69.6 billion, compared with 2017. This exceeded the previous annual fixed indexed annuity sales record by $10 billion, according to...

Published February 28, 2019

Risks That Can Ruin a Retirement

By George A. (Sandy) Mackenzie

In the first of a two-article series, the retirement expert, author and editor enumerates and describes the many risks that retirees face. (Spoiler alert: Mortality is not one of...

Published February 28, 2019

Risk-sharing brings higher early payouts in Lincoln’s new VA income option

By Editorial Staff Wed, Feb 20, 2019

Lincoln IRA Income Plus living benefit gives the contract owner a payout rate of up to seven percent at age 70 with the caveat that the rate will drop...

Published February 21, 2019

DPL Financial to distribute Jackson National no-commission annuities

By Editorial Staff Thu, Feb 14, 2019

'Consumers like the fee-based model, but we’re also committed to the brokerage side," said Jackson National's Scott Romine. 'We just want to make sure that we’re in both places.'

Published February 14, 2019

Quarterly reports from four annuity issuers

By Editorial Staff

Brighthouse, American Equity, Prudential and Lincoln offer fourth quarter and full-year 2018 earnings reports, including individual annuity and retirement plan results.

Published February 14, 2019

Shekel by Shekel: How Israelis Save

By Kerry Pechter

For the last decade, Israeli workers have contributed to mandatory defined contribution savings plans at work and must convert at least part of their savings to a lifetime income...

Published February 14, 2019

Alliance for Lifetime Income Sponsors Rolling Stones’ New Tour

By Kerry Pechter Thu, Feb 7, 2019

The two dozen life insurers and asset managers in the Alliance for Lifetime Income have purchased sole signage sponsorship of the Rolling Stones 2019 US tour. The Alliance expects...

Published February 7, 2019

An FIA Designed By RIAs

By Kerry Pechter Thu, Jan 31, 2019

The "ClearLine" fixed indexed annuity was developed by Security Benefit Life and DPL Financial Partners with input from the registered investment advisors who use DPL's no-commission annuity purchasing platform.

Published January 31, 2019

Jackson National launches second fee-based version of Elite Access VA

By Editorial Staff Fri, Jan 25, 2019

Jackson may be betting that the return of volatility in the fourth quarter of 2018 will spark fresh interest among registered investment advisors in the liquid alternatives that the...

Published January 25, 2019

Annuities, RIAs and ‘Cargo Cult’ Thinking

By Kerry Pechter Thu, Jan 17, 2019

Brighthouse Financial's Shield structured annuity joins products from Allianz Life, Jackson National and Global Atlantic on the Envestnet Insurance Exchange, where annuity issuers hope to engage registered investment advisors....

Published January 17, 2019

Two Client-Centric Income Strategies

By Kerry Pechter Thu, Jan 10, 2019

We compare two easy-as-pie annuity strategies: Income starting at age 80 versus guaranteed income for the first 10 years of retirement. One hedges longevity risk, the other hedges sequence...

Published January 10, 2018

Survey shows how advisors generate income for clients

By Editorial Staff Thu, Dec 13, 2018

A survey by bond dealer Incapital LLC showed that 51% of financial advisors generate income for clients from dividend-paying stocks, 43% from equity income mutual funds, and 43% from...

Published December 13, 2018

The Newest Retirement Income Fintech

By Kerry Pechter

Kindur, which debuts in January, is a low-cost, digital advice-and-investment-management engine that will help Boomers turn income from annuities and investments into a retirement paycheck. Its founder is Rhian...

Published December 13, 2018

FIA sales will exceed VA sales by end of 2021: Cerulli

By Editorial Staff

This article combines Cerulli's latest assessment of the annuity market with third-quarter annuity sales data from the Insured Retirement Institute, Beacon Research and Morningstar, Inc.

Published December 13, 2018

2018: A come-back year for indexed annuities

By Kerry Pechter Thu, Nov 29, 2018

Indexed annuities were once the problem child of the annuity world. Now, having survived the Obama Department of Labor's attempt to corral them, they're more like the darling of...

Published November 29, 2018

VA income deferral incentives are working: Ruark

By Editorial Staff

Income commencement rates on guaranteed lifetime withdrawal benefits with 10-year deferral bonuses are highest in year 1 and in years 11+, with low commencement rates in between, according to...

Published November 29, 2018

Jackson to reinsure closed block of John Hancock annuities

By Editorial Staff Thu, Nov 22, 2018

The transaction involves Jackson indemnity reinsuring approximately $5.5 billion of statutory reserves, representing an increase in Jackson’s general account liabilities of approximately 10%.

Published November 22, 2018

Fixed annuities see year-over-year sales improvement: Wink

By Editorial Staff Thu, Nov 15, 2018

Indexed annuity sales increased by more than 2% in the third quarter of 2018, relative to the second quarter, but rose by 38% over the same period last year,...

Published November 15, 2018

Ohio National Sued for Compensation Breach

By Kerry Pechter

So far in November, three variable annuity sellers, including Commonwealth Financial, have filed federal class action lawsuits against Ohio National Life, which this fall left the annuity business and...

Published November 15, 2018

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