NAFA

Robust Regulation, High Consumer Satisfaction Surround Sales of Fixed Annuities

NAFA Highlights Facts about Annuities, Contrary to Recent Report With only 22 percent of American workers very confident that they’ll have enough money to live comfortably ...
LIMRA logo

LIMRA Secure Retirement Institute: Total Annuity Sales Improve 4 Percent in Third Quarter 2015

Indexed annuity sales have a record-breaking quarter U.S. annuity sales totaled $60.6 billion in the third quarter 2015, improving 4 percent compared with prior year, according ...
A closer look 2

A Closer Look at Income

Second in a two-part series on accumulation and income strategies. Last issue, we explored the value of fixed indexed annuities as accumulation vehicles. Here we’ll look ...
Mortallity Credits

Mortality Credits Get ‘Em While They’re Hot!

Retirement today is much different than it was for your clients’ parents and grandparents. Gone are the days of the shiny gold watch and the guaranteed corporate pension. ...
Federal Roundup

Federal Roundup

Retirement Industry Braces for a Final Ruling as DOL Public Hearing Marathon Concludes Congress returned from its annual August recess, but the fiduciary debate raged on ...
LIMRA logo

When Affluent Consumers Engage in Retirement Planning, Trust in their Advisors Increases

New research from the LIMRA Secure Retirement Institute reveals that when affluent consumers are deeply engaged in personal retirement planning, 6 in 10 say that their trust ...
Capture

Two-Thirds of Financial Professionals Say Income Distribution Planning is Top Client Goal for Pre- and Recent Retirees

Financial professionals overlooking the opportunity to meet top client goal; less than a third recommend fixed and/or indexed annuities A majority of financial professionals ...
IQ Financial Marketing

New Approach to Selling Income Annuities

IQ Financial Marketing Corp has published an article on its website titled “A new breed of retirement calculator for sizing up income annuities.” The article presents ...
true story of life insurance

The No. 1 Reason People Don’t Buy Life Insurance and Why They are Wrong

“It’s too expensive!” is the common refrain when Americans are asked why they don’t get the life insurance protection they need. But—and it’s a big but—80 ...
curtis cloke 1

Measured Up: Defining Key Metrics for Retirement Success

Peter Drucker, hailed by BusinessWeek as “The man who invented management,” once said, “What gets measured gets managed.” While he certainly meant this in the context ...