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Annuity Sales Are Soaring. The First-Quarter Was a New Record.
Barrons.com· 13 hours agorate deferred annuity sales rose 16% year over year to $48 billion in the first quarter. Limra said...
How To Get Out of an Annuity You No Longer Want and Avoid Penalties
GoBankingRates via AOL· 1 day agoAn annuity -- a contract between you and an insurance company that requires the insurer to make...
3 things to do if interest rate cuts are delayed, according to experts
CBS News· 16 hours agoA funny thing happened after the Federal Reserve's December meeting, in which the agency indicated it could cut interest rates several times in 2024. Since that time, inflation has remained ...
How Do You Buy an Annuity?
GoBankingRates via AOL· 3 days agoAnnuities are a type of insurance contract that offer guaranteed income in exchange for a single lump-sum payment or monthly premiums. Annuities help you...
We Have $1.2M in an IRA, Plus Another $750k and Social Security. Should We Shift Assets to a Target...
SmartAsset via AOL· 2 days agoFor example, John and Susan are both 67 and recently retired. They […] The post We Have $1.2M in an...
Industry Players Weigh In on the DOL's New Fiduciary Definition | ThinkAdvisor
ThinkAdvisor· 10 hours agoSeth Friedman, who once distributed annuities himself, is wondering how the Labor Department’s new final retirement investment fiduciary definition regulation will actually affect the flow of ...
Stifel Financial Corp (SF) (Q1 2024) Earnings Call Transcript Highlights: Robust Revenue and ...
GuruFocus.com via Yahoo Finance· 22 hours agoA: James M. Marischen discussed the challenges in predicting client behavior in a higher interest rate environment, which could impact the Net Interest Margin (NIM). He mentioned ...
Microsoft and Apple are safer bets than the U.S. government? Bond investors seem to think so.
Market Watch· 18 hours agohave been dipping below U.S. Treasurys on a spread basis. The Apple bonds coming due in May 2025...
Q1 2024 Ameriprise Financial Inc Earnings Call
Thomson Reuters StreetEvents via Yahoo Finance· 2 days agoRegarding Retirement & Protection, we also saw...more advisors deliver these solutions and increase efficiencies to the business. Variable annuity sales were up 32%, with ...
10 Essential Sources of Retirement Income
US News & World Report· 4 days agoMany soon-to-be retirees don't have enough saved. Short-term investments like CDs and money markets offer low risk and protect your money from market swings. Stocks and bonds can give you income ...
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