3 strategies to protect a 401k in a volatile market: The Annuity Expert
Short Term Annuities With the recent dive in the stock market, some Americans are wondering how to protect their retirement savings that are exposed to […]
Annuities
Half of retirement savers are ‘chasers’ behind on savings goals
Although 90% of active retirement savers agree that accumulating enough savings is an important factor in their ability to enjoy their future retirement, a significant […]
Disruption leads to innovation in the annuity market
There is little doubt that the Department of Labor’s (DOL) fiduciary rule – if indeed implemented – will disrupt the existing financial services’ business structure. […]
Now comes the scrutiny for the DOL Fiduciary final rule
The Rule is out. Now comes the dissection. After the Department of Labor’s (DOL) final fiduciary rule published Wednesday, those impacted or potentially impacted are […]
2016 FMO Executive Outlook, Part I: The M&A climate, planning for the DOL Fiduciary Rule, other key challenges
The widespread uncertainty surrounding looming regulation – specifically the Department of Labor’s updated Fiduciary Rule – is fraying nerves throughout the independent life insurance and […]
2016 FMO Executive Outlook, Part II: Positioning for the future
Insurance Forums recently reached out to top executives at a variety of leading field marketing organizations to get their thoughts on the key issues impacting […]
Report names top carriers, products and sales figures for indexed annuities, fixed annuities and indexed life
The 4Q 2015 edition of Wink’s Sales & Market Report, released March 15 by the Pleasant Hill, Iowa-based third-party market research firm,reveals the top carriers, […]
Indexed annuity sales shatter record while VA sales decline again in 2015
WINDSOR, Conn. — In 2015, indexed annuity sales reached a record-breaking $54.5 billion – an increase of 13% from 2014 according to data from LIMRA […]
‘Annuity plan! Annuity plan! I do not like that annuity plan, Mr. Insurance Man!’
Sometimes, the most resounding lessons on financial strategy can come from the most unlikely of places. Case-in-point — a classic bedtime story I read to […]