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Stay on top of the latest news & trends affecting the annuity industry. Annuity FYI’s annuity blog is regularly updated with original articles covering products, insurance company news and financial expert’s commentary. Whether you are an annuity owner or financial professional, Annuity FYI’s blog will keep you informed.

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New Fixed Index Annuity from Eagle Life

Eagle Life Insurance Company, a leader in the annuity industry, recently announced the addition of a five-year fixed index annuity product to its line-up. The company specializes in safe, innovative retirement options. According to a press release, the all-new Eagle Select® Focus 5 is a safe-money alternative that was designed for clients who want both safety of principal and growth potential. The new product joins a strong Eagle Select series of fixed index annuities. “People have... Read More

Allianz Partners With Orion to Provide Annuity Data

In a press release last week, Allianz Life Insurance Company of North America announced that it would be partnering with Orion Advisor Services, LLC to share annuity data with stakeholders. Orion is a top portfolio management solution provider for registered investment advisors (RIAs), and those utilizing the Orion platform will have access to daily, timely data for all Allianz Life fixed index annuities and indexed variable annuities within Orion’s trading and reporting interface. “We... Read More

New Annuity Products

In the annuity industry, it’s extremely important to keep up with the latest and greatest as the market is continuously changing. Here’s a look at a few of the new annuity products available, as reported in the article, “3 Annuities to Watch: Sammons, Athene, Manulife,” from ThinkAdvisor. The new LiveWell Freedom Variable Annuity, from Sammons Retirement Solutions, automatically includes a guaranteed lifetime withdrawal benefit rider (GLWB) with a 2% minimum gain, and a 75% share of... Read More

Retirement Strategies: Annuity or IRA?

If you’re at all interested in saving for retirement, there’s a really good chance you’ve heard of both annuity products and IRAs. While they are two totally different tools, they have several commonalities. Both can generate income later in life and offer some potential tax advantages. But both also include penalties for early withdrawals. These two financial products also have several differences, which is what should interest you if you’re looking to add one to your retirement... Read More

Prudential Focusing On Annuity Conversation

If you research annuity products online, you’re going to find a plethora of information that both support these financial tools and caution against them. With so much controversy surrounding them, many companies are still skeptical about selling annuities, but one in particular is taking a huge leap in favor of them. New Jersey-based Prudential has committed to not only create new products, but also to change the conversation about them. “Innovation is less about a core income solution... Read More

Global Atlantic First to Offer Annuities via Envestnet Insurance Exchange

Global Atlantic Financial Group has just announced that it will be the first to offer annuity products on the Envestnet Insurance Exchange, a program that was recently introduced, integrating insurance solutions into the wealth management process. The Envestnet Platform is meant to streamline and enhance advisors’ ability to deliver the lifecycle of advice, according to a recent press release. “We’re proud to be an early partner with Envestnet by providing our annuity solutions on the... Read More

New Alliance Launches Education Campaign for Lifetime Income, Annuities

Last week, large strides were taken to address the national retirement income crisis in America. A coalition of 24 major insurers and asset management firms have joined forces to launch a public information campaign in an effort to educate consumers and financial advisers about the role annuities can play in a retirement income plan. “The Alliance for Lifetime Income believes the possibility of outliving hard-earned savings is a real threat to the financial and emotional well-being of... Read More

Bonds vs. Annuities: New Research Seems to Settle the Debate

Most investors have three goals when it comes to their money: they want growth, safety and liquidity. Finding an investment that provides all three is near impossible and therefore one of the biggest challenges in financial planning. For those nearing retirement, finding the right portfolio balance becomes even more important. It requires discipline in both diversification and asset allocation, a concern that often falls by the wayside when the stock market is consistently strong, like in 2017.... Read More

Seek Reliable Information When Shopping for Annuities

If you ask anyone who is nearing retirement if they’d like a steady stream of guaranteed income during their Golden Years, most would answer with an enthusiastic “YES!” But ask those same people if they’re interested in purchasing a prime source of such income, fixed annuities, and the response changes drastically. Why the discrepancy? Many industry experts blame bad information. According to a recent Kiplinger article, 56% of Americans claim that guaranteed income is their #1... Read More

Shorter Surrender Periods Improve Sales of Indexed Annuities

As the first-quarter numbers roll in, the data is showing that investors are especially attracted to indexed annuities with shorter surrender periods. Sales through banks and broker-dealers skyrocketed as these distributors prefer the shorter surrender periods due to the higher rates and caps that they can impose in exchange for lower commissions.   “We’ve seen stuff going over to banks and broker-dealers more and more, and with banks and  broker-dealers, the five to seven-year... Read More

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