Speakers Wade Pfau and Curtis Cloke showed planners at the Financial Planning Association's 2019 conference in Minneapolis that income annuities can provide growth as well as protection.
Originally a platform for distributing structured notes to broker-dealers, SIMON is adding index-linked annuities to its product suite. Prudential is both an investor and, as of today, a product provider.
Medicare Advantage plans, which offer zero premium coverage for those 65 and over, are here to stay. But when ‘the product is free, you’re the product.’ Pairing traditional Medicare with a Medigap plan can be smarter.
Through the first half of 2019, sales of RILAs totaled $7.7 billion, up 63% over the same period in 2018, and accounted for nearly 16% of industry-wide variable annuity sales and 6.2% of all individual annuity sales, according to AM Best.
Retirement plan sponsors can now satisfy disclosure requirements by making the information available on a website, Wagner Law Firm experts explain. Photo: Marcia Wagner.
'Our core value is to be human in a world that often just sees numbers,' said Kindur founder and CEO Rhian Horgan. The firm launched its SmartDraw income distribution tool this week.