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Fee-Based vs. Commissionable Annuities

With the new DOL fiduciary rule in place, more and more insurance firms are launching fee-based annuities to help distributors comply with the regulations. In fact, nearly two dozen fee-based variable and indexed products have been announced in the last 12 months, according to a …

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Taxes and Your Inherited Annuity

One of the perks of purchasing an annuity is the ability to pass it down to heirs when the time comes. But with this feature comes significant tax implications that your beneficiary must deal with. The potential tax liability could climb as high as hundreds …

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Security Benefit Expands Variable Annuity Offerings

One of the leaders in the U.S. retirement savings market, Security Benefit, has just announced the expansion of the underlying fund options they have available within the ElightDesigns Suite of Variable Annuities. According to a recent EconoTimes article, the additions bring the total number of …

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The Future of the Annuity Industry

The annuity industry is evolving with the times, and according to a recent article from InsuranceNewsNet, retail life and annuity agents and financial advisors can expect significant changes to these products. Simpler annuity structures, more fee-based annuities and fewer rides and income guarantees are just …

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