by A&A Editorial Team | Sep 30, 2024 | A&A Editorial Team, Protection/Income, Wealth
As we enter the latter half of 2024, the financial outlook for Registered Index-Linked Annuities (RILAs) is looking robust. Sales are projected to reach $52 billion this year and an anticipated increase to $57 billion in 2025. This surge underscores a growing interest...
by A&A Editorial Team | Sep 10, 2024 | A&A Editorial Team, Protection/Income, Wealth
The sudden loss of a spouse is an emotionally devastating event that can also precipitate a series of financial challenges for many women. Recent findings reveal a stark reality: 60% of widows were caught off-guard by their spouse’s death, and a troubling 48%...
by John Poston | Aug 7, 2024 | John Poston, Protection/Income, Wealth
The first quarter of 2024 painted a rosy picture for the annuity market. Sales soared to a record-breaking $113.5 billion, a staggering 21% increase compared to last year. This robust growth comes amidst looming regulatory changes and economic uncertainties....
by John Poston | Aug 7, 2024 | John Poston, Protection/Income, Wealth
New research shows the traditional goal of saving a million-dollar nest egg for retirement is being reevaluated. Recent insights from Hearts & Wallets, a leading data and benchmarking firm specializing in financial advice, suggest a shift toward a more nuanced...
by A&A Editorial Team | Jul 11, 2024 | A&A Editorial Team, Protection/Income, Wealth
Many Americans are rethinking the traditional “all-or-nothing” approach to retirement. Instead, “phased retirement” offers a flexible solution, allowing clients to gradually reduce work hours while maintaining some income and health benefits. This can be...
by Matt McClure | Jun 19, 2024 | Life, Matt McClure, Protection/Income, Wealth
Clients’ financial priorities might be evolving as a recent LIMRA and NAILBA survey reveals that distributors in the life & annuity space overwhelmingly expect life insurance sales to surge past annuities in 2024. This trend suggests a potential shift...
