LIMRA has reported near-record fixed indexed annuity sales numbers, marking the sector’s second strongest first-quarter showing in 10 years. According to a recent InsuranceNewsNet article, FIA sales were up 11% to $14.5 billion, and many industry experts are crediting the Department of Labor fiduciary rule …
Lincoln Financial Group has recently announced the launch of a new indexed variable annuity, offering retirees options for protection and growth opportunities. According to a Business Wire press release, Lincoln Level AdvantageSM will allow clients to continue to build their savings while protecting assets from …
When you see a headline involving annuity products, the words “bad,” “scary,” and “avoid” often are included. Obviously, the use of such words has created a bit of an image problem, driving many investors to steer clear of all annuities. Lumping all such products together …
One of the biggest problems facing investors is reducing equity exposure on assets outside of retirement plans while minimizing the tax impact usually triggered by such portfolio reallocations. According to a recent article from ThinkAdvisor, some of the more common strategies for dealing with this …
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