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Lincoln Annuity Sales Rise for First Time Since 2013 Variable annuity sales were strong

Lincoln Annuity Sales Rise for First Time Since 2013 Variable annuity sales were strong

Feb. 5 | Executives at Lincoln Financial say efforts to improve annuity products and annuity distribution helped lead to strong annuity sales gains in the fourth quarter. Sales increased 57% for fixed annuities, and 54% for variable annuities. Sales of variable...

Give clients’ retirement strategy a power combo!

Give clients’ retirement strategy a power combo!

Oct. 5 | A powerful combination for your clients’ retirement strategy – The Power Series of Index Annuities® Growth potential and protection are just two benefits of the Power Series of Index Annuities that can help...

California Governor Signs Annuity Cash Surrender Bill. Insurers are supposed to pay the money owed within 45 days

California Governor Signs Annuity Cash Surrender Bill. Insurers are supposed to pay the money owed within 45 days

Sep. 28 | California Gov. Jerry Brown, D, has signed A.B. 1398, a bill that will set new procedural rules for individual annuity cash surrenders that take place in California. The law created by the bill, which was introduced by Assemblymember Ash Kalra,...

Annuities Now Pay More Than CDs!

Annuities Now Pay More Than CDs!

Sep. 12 | Trends in the gap between what fixed annuity contracts pay holders and what comparable bank certificates of deposit pay are moving in the annuity issuers’ favor, according to AnnuityAdvantage. The Medford, Oregon-based company runs an annuity...

New FIA with no caps, no spread, no renewal rate…no kidding!

New FIA with no caps, no spread, no renewal rate…no kidding!

Aug. 7 |   Attend this short training-webinar on the NEW Voya Journey Index Annuity, a truly innovative solution designed to grow and protect retirement savings. •  A simple “two-stage” process for crediting interest...

What You Need to Know About Annuity Classes

What You Need to Know About Annuity Classes

Jun. 13 | Classifying things into types is always a tricky business. Consider a red Chevrolet Corvette. What is it? Well, that depends upon the type or types of classifications we’re using. It’s a motor vehicle. But what kind of motor vehicle? Well,...

Top annuity players’ 2016 revenue falls 4.1% – NAIC direct premium rankings!

Top annuity players’ 2016 revenue falls 4.1% – NAIC direct premium rankings!

Mar. 8 |   The top 25 U.S. life and fraternal insurers have reported just $253 billion in direct annuity premium revenue in statutory filings for 2016. The top 25 issuers’ total annuity premium revenue appears to be 4.1 percent lower than it was...

State crackdown on annuities sharpens suitability issues for advisors

State crackdown on annuities sharpens suitability issues for advisors

Jan. 19 | Annuities remain among the most popular retirement income planning tools on the market today. Predictably, however, annuities (particularly indexed annuities) have also become more complicated and varied as they have surged in popularity. Newly issued...

The benefit of joint and survivor annuities over trusts!

The benefit of joint and survivor annuities over trusts!

Jan. 17 | A recent Forbes post explored the idea of establishing a “conduit trust” for a non-spousal IRA beneficiary, usually an adult child. In the article, an attorney recommended such a trust from a creditor protection standpoint relative to the IRA beneficiary. In...

Annuities offer guaranteed income — and peace of mind.The flexibility of these products also make them attractive to investors

Annuities offer guaranteed income — and peace of mind.The flexibility of these products also make them attractive to investors

Dec. 13 |   When it comes to retirement income, investors are famously unprepared, but that trend might be changing: Willis Towers Watson’s 2016 Global Benefits Attitudes Survey found 59 percent of millennials and 66 percent of Baby Boomers are willing...