FIDx CEO Rich Romano says operational friction, compliance complexity and fragmented workflows, not lack of demand, are holding advisors back from delivering guaranteed income solutions at scale.
In recent years, there has been an increase in the sale of individual annuity contracts to participants in defined contribution (DC) plans, and most of these sales are of individual variable annuity ...
A common fear among retirees is running out of money. Though inflation isn't as high as it was in previous years, the cost of living is considerably higher today than it was just five years ago, and ...
Fixed index annuities provide market-linked growth for your money and protect your principal. But returns are capped, and fees can be significant. A fixed annuity could provide partial protection ...
It is important for aging persons to understand annuities. Keystone Elder Law P.C. does not act as a financial adviser or investment manager. Learn more about the article’s author, and other community ...
Annuities are a tool that can create reliable retirement income that can last as long as you do. Each annuity is a contract between you and an insurance company: You provide the company money now, and ...
The appeal of annuities has been boosted by higher interest rates. So should you buy an annuity with part of your pension ...
Lindsey Crossmier has been a financial writer since 2022, and has been regularly quoted as an expert in outlets such as U.S. News, GOBanking Rates and Yahoo! Finance. She leverages her Yale financial ...
If you're nearing retirement right now, you're likely weighing options for turning your savings into reliable retirement income. The market has, after all, been anything but predictable recently, so ...
How we will be cared for in our later years – and how much we are willing to pay for it – are conversations best had as early as possible. One option to cover the cost is a care fees annuity. We look ...
An annuity is a financial product that provides a stream of income over a set period. Annuities are often used in retirement planning as a way to generate income from a lump sum investment. However, ...