As the implementation date of the new Labor Department fiduciary rule approaches, several brokerage firms are changing how they handle indexed-annuity compensation. Currently, many broker-dealers do not require advisors to clear indexed annuity sales through the brokerage, like they do with mutual funds and variable …
As interest rates begin to rise, many investors are questioning what this could mean for annuity products. Fixed annuities, in particular, are marketed as having an upside benefit of the market without the risky downside. What’s important to remember is that when returns are capped …
The fixed indexed annuity (FIA) market has a new player according to a recent article from InsuranceNewsNet. Ohio National Financial Services has thrown their hat in the ring for the first time in an attempt to take advantage of growing sales trends in the product …
A recent study, conducted by the Employee Benefit Research Institute, set out to determine just which investors are looking to put their retirement savings into immediate annuities and which are looking elsewhere. You see, employer sponsored retirement plans have been rapidly declining, causing an uptick …
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