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Addressing Client Misconceptions Amid the Annuity Boom

Addressing Client Misconceptions Amid the Annuity Boom

by A&A Editorial Team | Feb 7, 2025 | A&A Editorial Team, Protection/Income, Wealth

The recent surge in annuity sales underscores a robust and growing interest in annuities as a key component of retirement income planning. Annuity sales in 2024 reached over $432 billion, representing a 12% increase from the previous year and marking the third...
5 Strategies for Effective Annuity Engagement

5 Strategies for Effective Annuity Engagement

by A&A Editorial Team | Jan 31, 2025 | A&A Editorial Team, Protection/Income, Wealth

The overall well-being of American workers has plummeted in recent years. Economic uncertainty has significantly contributed to this decline. Life transitions, from new parenthood to retirement, can further amplify these challenges, even when the changes are positive....
A Financial Professional’s Guide to Simplifying RILAs

A Financial Professional’s Guide to Simplifying RILAs

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...
Empowering Widows Financially: The Critical Role of Proactive Financial Planning

Empowering Widows Financially: The Critical Role of Proactive Financial Planning

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%...
Annuity Sales Boom While Regulatory Clouds Loom

Annuity Sales Boom While Regulatory Clouds Loom

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....
Rethinking Retirement: Embracing Flexibility Over Fortune

Rethinking Retirement: Embracing Flexibility Over Fortune

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...
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