A proposed bill would allow workers 50 and older to roll over 401(k) funds into annuities and simplify 401(k) rollover information provided to workers departing from jobs.

Often, annuities are regarded as “set it and forget it” investments. You sign the contract, fund the account, and wait for ...

Diversified Insurance Brokers clears up common annuity misconceptions, helping retirees make informed decisions about ...

A cash refund annuity ensures that any remaining sum paid in premiums is returned to a beneficiary if the annuitant dies before breaking even.

LIMRA data show 2025 annuity sales topping $460 billion as RILAs, FIAs, and fixed-rate deferred products drive growth.

FIDx CEO Rich Romano says operational friction, compliance complexity and fragmented workflows, not lack of demand, are holding advisors back from delivering guaranteed income solutions at scale.

It’s common for people to think of retirement planning in terms of spreadsheets, savings goals, and stock market charts. What you probably do not imagine is a superhero swooping in to protect your ...

Many baby boomers are reaching the age when it’s time to retire, if they haven’t retired already. This means that they’ll need a plan for where their retirement income will come from.  There are many ...

Over the past several decades, society has undergone a notable cultural shift — one marked by the transition from full-service gas stations to self-service pumps. This evolution reflects a broader ...

Understand how Medicare, supplement plans, and annuities work together to protect retirement income, manage healthcare costs, and bring ...