New Immediate Annuity from Fidelity Investments

Fidelity Investments has recently announced the launch of IncomeSource®, a Single Premium Immediate Annuity underwritten by two Western & Southern Financial Group member companies. The first of it’s kind for Fidelity, the immediate annuity allows individuals to convert a lump sum of money into guaranteed income for either a specific period of time, or for life.“IncomeSource is a strong addition to Fidelity’s lifetime income offerings,” said president of Fidelity Investments... Read More

Study: Consumers Confused on Annuity Income Options

A new study, conducted by Jackson National Life Insurance Company and the Insured Retirement Institute (IRI), has found that while most Americans are interested in financial strategies that provide guaranteed lifetime income, many are unaware that annuities can provide it. The nationwide study, The Language of Retirement 2017: Advisor and Consumer Attitudes Toward Securing Income in Retirement, showed that 75% of all participants claimed to be familiar with annuities, yet only 46% understood an... Read More

Retirement Planning: Thinking Outside the Box

Do you find yourself buying the same make of car as your dad always did? Do you prefer a certain brand of coffee or tea because it’s what your mom always drank? Perhaps you gravitate towards a particular fashion label because growing up, it’s all you and your friends talked about. It’s human nature to be drawn to the same things our loved ones are, in an effort to be accepted and loved, even though it may put unnecessary limits on us.In a recent two-part series in the Huffington... Read More

Understanding Annuities: 4 Common Rules

Like with any other investment option, it’s important to understand what you’re getting before you sign on the dotted line. That is one of the reasons why so many people shy away from annuities; they can be rather complex. But just because they can be complicated doesn’t mean you should count them out. Here’s a look at some of the more common rules associated with annuity products, according to a recent article from #1: Annuities don’t offer an immediate tax... Read More

Income Riders Help Make Fixed Annuities More Attractive

In recent trends, fixed indexed annuities (FIAs) have gained in popularity thanks to several attractive perks, including participation in market gains.  But with the new fiduciary rule from the Department of Labor, advisors who sell these products will have to comply with the best interest contract exemption (BICE), a burdensome task. Unlike indexed and variable annuities, however, fixed annuity products do not trigger BICE application, meaning that the advisor would not have to declare their... Read More

Survey Says: Pre-Retirees Aren’t Considering Annuities

A new survey from LIMRA, a market research organization in the life insurance industry, has found that most pre-retirees don’t consider annuities as much of a source of income in retirement. Most are not doing anything to insure retirement income against market risk or longevity risk.The research involved an online survey with 1,050 participants, all U.S. adults ages 50 through 75. All subjects were at least working part-time, and classified as “pre-retirees” by LIMRA analysts.... Read More

Whether It’s Lottery Winnings or Retirement Savings, An Annuity Can Guarantee Your Income

Without even realizing it, many people actually stand in line for annuities on a daily or weekly basis. We learned a few weeks ago with the soaring popularity of the lottery just how many people are searching for a lifetime free of financial worry. Annuities can provide just that and actually already do for some people who don't even know they have one. Social Security is an inflation-adjusted lifetime annuity that most everyone takes advantage of. Annuity payouts from the lottery are another... Read More - Prefooter


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