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Fixed & Variable Annuity Sales Push Total Figures Slightly Upward

Last week, the LifeHealthPro Editors summarized the IRI’s second quarter annuity sales report and found that “Annuity sales (are) trending slightly up year over year.” The Insured Retirement Institute based their report on information from Beacon Research and Morningstar Inc. Second quarter total annuity sales …

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The Five Types of Annuities That Can Work for You

People are turning to annuities in droves to help strengthen their financial plan for retirement. Barbara Freidberg wrote about the “5 Best Annuities for Your Financial Plan” in a recent article for Go Banking Rates. Annuities are a strong retirement income option because state insurance …

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How Clients’ Annuity Products Will Be Affected By DOL Rule

In the article, “5 questions clients may ask about the DOL fiduciary ruling,” LifeHealthPro’s Peggy Bresnick looks at the consumer’s concerns about the new regulations. Consumers are wondering how their investments might be affected as well as how their relationship with their advisor might change. …

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Read This Before You Exchange Your Variable Annuity

There are many reasons why you might consider exchanging your variable annuity product. You might be looking for a better deal, your needs might have changed, or perhaps your insurance company is initiating a variable annuity exchange. Whatever the reason, there are a lot of …

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