The New ‘Big O’?

The revelation of a novel share class of variable annuities--its working title is "O" shares--was perhaps the most interesting piece of news that emerged from the IRI Marketing conference in Washington, D.C., last week.

Annuities Aim for Spot in ‘Starting Lineup’

Annuity issuers want—and need—their products to be included as a matter of course in the model portfolios or asset allocation software tools that more advisors are expected to rely on in the future.

Why Are Stocks So High?

Because corporations have been returning more of their profits over to shareholders and less to workers, especially over the past 30 years, according to authoritative recent research. The implication is that investors' gains have come at the expense of workers, who own little stock.

‘APIs’ and the Future of Annuities

Catching up with the 'application programming interface' technology train is essential for annuity issuers. APIs integrate annuities into advisor platforms, reduce NIGO applications, and give clients a fluid online experience.
Featured

Video: How John Hancock Simplifies Annuities

Tom Mullen, vice president of marketing, John Hancock Annuities, explains that his firm's simple VA contract fell flat, but that other efforts at simplification have worked. Recorded at IRI Marketing Conference.

Video: How Edward Jones Simplifies Annuities

Tim Burke, principal, Insurance Solutions, at Edward Jones, explains how switching exclusively to a new "O" share VA contract will make the annuity sale easier. Recorded at IRI Marketing Conference.
News

Big gender discrepancy in UK savings

British women have a median balance of just £9,100 ($14,620) in their defined contribution “pension pots,” while men have a median balance of £52,800 ($84,820).