INSURASALES

F&G Annuities & Life: Institutional Stake Shifts and Market Performance Update

F&G Annuities & Life sees notable shifts in institutional ownership, dividend payouts, and insider trades amid stable market performance. Key financials and analyst ratings detailed.

Athene Leads Fixed Annuities Market with $36B Sales in 2024

Athene topped 2024 fixed annuity sales with $36B, offering a diverse range of products and strong A+ financial strength rating despite low customer satisfaction scores.

Lifetime Income Solutions to Address Retirement Preparedness Concerns

Explore how lifetime income options in retirement plans can enhance preparedness for retirement savings and support both employees and plan sponsors in managing retirement security risks.

MSCI and Moody’s Launch Advanced Risk Tool for Private Credit Investments

MSCI and Moody's unveiled a new risk assessment platform that integrates private capital data with advanced EDF-X credit risk modeling to offer enhanced insights and early warnings for private credit investments.

Annuity Adoption in U.S. Retirement Plans Hindered by Perception, Not Product

Despite strong sales and regulatory support, annuity adoption inside U.S. retirement plans remains limited due to participant and sponsor perception challenges. Behavioral insights suggest reframing annuities can boost integration as default lifetime income solutions.

Nuveen's Top-Ranked Mid-Cap Blend Funds Garner Strong Buy Ratings in 2025

Nuveen LLC, managing $1.3 trillion in assets, offers top-ranked mid-cap blend mutual funds with strong investment performance in 2025, relevant for insurance portfolio strategy.

Morningstar 2025 Report Updates Retirement Safe Withdrawal Rate to 3.7%

Morningstar's 2025 retirement income research adjusts the safe withdrawal rate to 3.7%, examines dynamic spending strategies, Social Security timing, and annuities, offering insights for U.S. insurance and financial professionals.

Wealth Management Firms Eye $3 Trillion in Rollovers and Annuity Sales

Cerulli Associates reports $3 trillion in retirement rollovers and annuity sales opportunities for U.S. wealth management firms targeting high-net-worth individuals.

Understanding Annuity Income: What $100,000 Buys in Retirement Payouts

Explore how a $100,000 annuity converts to monthly retirement income. Understand payout variability, features like inflation protection, and trade-offs for U.S. retirees.

Massachusetts Jury Finds Cutter Financial Liable for Fiduciary Breach in Annuity Sales Case

Massachusetts jury rules against Cutter Financial for fiduciary breach under the Investment Advisers Act, highlighting SEC enforcement focus on undisclosed annuity commissions and compliance risks for RIAs.