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Pacific Life Offers New Annuity Benefit

Variable annuities from Pacific Life are designed to provide guaranteed lifetime income with growth potential, and a newly introduced optional benefit now offers protection in a volatile market too. According to a recent press release, Protected Investment Benefit provides 90% protection from investment declines and unlimited growth potential. The benefit, which is available for an additional cost, allows for broad investment choice with up to 80% equity exposure with investment time... Read More

Fixed Annuities: Facts vs Fears

In an effort to secure the financial resources to maintain a comfortable retirement lifestyle, many consumers are looking at fixed annuity products to compliment their 401(k), IRA and/or Social Security.  A fixed annuity offers a guaranteed interest rate and can be structured to pay out a lifetime income stream.  But there is still a lot of confusion about investing in an annuity, and with so much negativity about the products in media, it’s easy to understand why some are... Read More

Annuity Sales: Upward Trend May Be Coming to a Close

Second quarter annuity sales numbers are in and once again the products sold at a level unseen in more than a decade. According to a recent article from FinancialPlanning, while sales topped $60 billion, there’s a good chance that the upward trend is coming to a close.  LIMRA Secure Retirement Institute has claimed that lower interest rates will push down annuity sales for the remainder of the year. Fixed-rate deferred annuities might just be the hardest hit with the lower... Read More

Planning For and Protecting Your Retirement

According to a recent article from US News, 72% of Americans say that they think it’s important to protect retirement savings. And with more and more headlines reporting market volatility, that number could certainly increase. Safeguarding your nest egg requires an investor to consider both the current financial situation as well as future expectations. Evaluating retirement income needs, understanding risk tolerance, and planning for emergencies and tax liabilities are just a few steps... Read More

IRS Ruling Favors Fee-Based Annuities

UPDATED: August 27, 2019 Allianz Life Insurance Company of North America has become the fourth insurer to receive a tax ruling from the IRS allowing advisors to get their fees directly from the assets inside a client’s annuity contract, without creating any tax consequences. The ruling, which was passed down via private letter, applies to individual variable annuities held outside individual retirement accounts and indexed annuities that are filed as fixed insurance products and held... Read More

Jackson Updates Variable Annuity Suite, Teams With Fidelity

In an effort to streamline a slew of add-on options to its variable annuity line, Jackson National Life Insurance Company® has just announced several benefit updates. Among those updated include Perspective II and Perspective Advisory II, according to a recent Yahoo!Finance article.  In addition to the updates, Jackson also introduced LifeGuard Freedom Accelerator and Accelerator DB, two new benefits added to the Perspective family of VAs. LifeGuard Freedom Accelerator offers higher... Read More

Take Advantage Of Growth Opportunity and Risk Protection With Athene’s New Annuity Product

Athene USA has just launched a new registered index-linked annuity (RILA), and according to a recent InsuranceNewsNet article, the design features set it apart from other products in this fast-growing category. Athene® Amplify offers greater asset accumulation potential with a level of market protection that other products may not provide.  “Athene Amplify, our first registered index-linked annuity, is designed to become a preferred accumulation solution for investors seeking more... Read More

Put Retirement Worries To Rest With An Annuity

For many, the thought of retirement is both jubilant and worrisome. While the idea of spending time away from the office and with the ones you love is magnificent, the fear of funding can be paralyzing. If you worry about running out of money in retirement, you are certainly not alone. Studies have repeatedly shown that one of the top concerns of current and soon-to-be retirees is not having the income to last the long haul.  This fear is certainly founded. For generations, our relatives... Read More

Many States Look to Add Annuity ‘Best Interest’ Regulations

According to a recent article from InsuranceNewsNet, several states are considering the addition of a “fiduciary duty” on insurance agents in the form of new regulations, and many aren’t too happy about it. Majority of the 14 states talking about regulation are big, heavily populated states where progressives are in key political positions, like California and New Jersey. “There’s a narrative that we have to fix something but there’s no evidence that there’s something that... Read More

Structured Settlements and the Incentives That Complicate Them

Every year, thousands of individuals are involved in accidents that require years of medical care, often funded by a lump-sum financial settlement. Because it can be extremely challenging to manage such care with an all-cash settlement, many end up settling legal claims with a structured settlement. This means they trade a cash settlement for long-term, tax-free income that is funded by an annuity. It’s a wise decision and encouraged by the federal tax code, but did you know that special... Read More

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