Hosted by Certified Financial Fiduciary® Elise Roberts, the show offers weekly episodes on how to understand and position annuities for long-term financial confidence. Each episode breaks down key ...

Annuities are commonly used to provide retirement income and may offer guaranteed payments or tax-deferred growth. However, ...

A 26.74% decline in client acceptance odds for annuities suggests retirement-focused advisors should "flip the script" on ...

Many of your clients may see the value of having a source of guaranteed income in retirement, especially knowing that people overall are living longer lives. However, when you’ve suggested to include ...

In today’s episode, Sarah Newcomb, Morningstar Inc’s director of financial psychology, explains what investors should know about sophisticated online tricks and what to watch out for. Investing ...

As inflation eats away at family budgets and more Americans become concerned about outliving their retirement savings, guaranteed lifetime income is popping up on the radar. In fact, according to the ...

This partnership leverages Magnifact's AgentVizion ™ API Services platform to streamline annuity application processing and provide distribution partners with actionable, real-time insights. CHICAGO, ...

LONDON, GREATER LONDON, UNITED KINGDOM, September 17, 2024 /EINPresswire.com/ -- The annuity insurance market has experienced robust growth in recent years, expanding ...

The Department of Labor (DOL) fiduciary rule has had a rippling affect across the industry. In addition to expanding the definition of a fiduciary, the fiduciary rule requires advisors to work in ...

Tax-exempt employers have offered tax sheltered annuities to employees for years. Traditionally, the employers would often assume only a nominal role. No formal plan document would be drawn, and the ...

NEW YORK, Jan. 19, 2022 /PRNewswire/ -- Corporate Insight, the leading provider of competitive intelligence and customer experience research to the financial services and insurance industries, today ...