Modern Solutions For Legacy Annuities New strategies now allow firms to unlock the full value of legacy commissioned annuity books—creating wins for clients, advisors and acquirers alike. These assets ...

Modern annuities address longevity risk, market volatility, inflation, liquidity needs, and legacy planning, helping retirees ...

In an increasingly uncertain market, investors are looking for solutions that offer both growth potential and downside protection. Registered Index-Linked Annuities (RILAs) are emerging as a flexible ...

Adam B. Frankel is a personal finance writer and financial adviser with over 30 years of experience. When he’s not managing money in the stock market, he teaches financial topics and other core ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Combining annuities with IRAs or 401(k)s can be powerful. Annuities ...

Most advisors are familiar with fixed index annuities and have used them in their client portfolios Annuity contracts have become an increasingly consistent part of financial advisors’ client ...

There’s a lot of noise out there about annuities, and the issues making the most noise revolve around market uncertainty and an evolving interest rate environment. Kelly Kleinsasser Advising clients ...

Lindsey Crossmier has been a financial writer since 2022, and has been regularly quoted as an expert in outlets such as U.S. News, GOBanking Rates and Yahoo! Finance. She leverages her Yale financial ...

Earlier this year Nasdaq Global Indexes partnered with Wealth Management IQ to survey over 400 financial advisors to gauge prioritization of income in their portfolios and understand the types of ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. Not all annuities — or annuity rates — are created equal, though. In ...