There are many financial tools that seniors can leverage. Some build wealth or provide income, while others offer protection for heirs or ensure that end-of-life costs are covered. "Both are valuable ...

Annuities are often marketed as a safe and reliable source of income, especially in retirement. They come with the promise of steady payments — a sort of paycheck replacement designed to offer peace ...

If you want to update a cash-value life insurance policy or annuity, you may have heard of the 1035 exchange. This IRS provision, based on Section 1035(a)(3) of the IRS code, allows you to exchange ...

When it comes to insurance products, here’s one piece of advice: The key isn’t what the product is — it’s what the client wants to do with it. We’ve been trained to think each product has one specific ...

A merger between advisory Equitable and annuity and life provider Corebridge would oversee $1.5 trillion in client assets at ...

Financial professionals generally hold their life insurance and annuity distribution partners in high regard, but many say outdated systems and limited digital tools still make doing business harder ...

An effort to open employer-sponsored retirement plans to more lifetime income options will rely largely on adjusting 401(k) ...

Broadcast Retirement Network's Jeffrey Snyder discusses the impact of the growth of annuity sales on life insurer's ...

There are signs that private equity’s destabilizing role in the insurance industry is growing. In 2020 and 2021 (as we wrote at the time), large private equity (PE) firms were buying up life insurance ...

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results ...