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Living Benefits Sales Up: Learn How They Enhance FIAs

Living Benefits Sales Up: Learn How They Enhance FIAs

by Nathan Herzog | Aug 29, 2023 | Annuities, Nathan Herzog

As interest rates spiked in the first quarter of 2023, carriers offered more liberal payouts, spurring a significant rise in the sale of indexed annuities with guaranteed living benefits. While Limra has predicted in previous forecasts that the FIA market will...
Secure Act 2.0 & What It Means For Your Annuity Business

Secure Act 2.0 & What It Means For Your Annuity Business

by Nathan Herzog | Feb 16, 2023 | Annuities, Nathan Herzog

The Secure Act of 2019 caused a lot of headaches in the insurance industry as most carriers stopped doing non-qualified stretch annuities, and it got increasingly harder to place inherited funds for your clients. While Secure 2.0 unfortunately does not help with that,...

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