Vanguard and TIAA introduce Target Retirement Lifetime Income Trusts, embedding TIAA's fixed annuity to provide guaranteed lifetime income within target-date funds, launching in 2026.

Vanguard and TIAA partner to launch a target-date collective investment trust featuring a built-in lifetime income annuity, enhancing guaranteed income options in 401(k) plans.

DPL Financial Partners appoints Tom McCarthy to lead sales and distribution, expanding advisory-centric insurance solutions for RIAs and boosting enterprise adoption.

DPL Financial Partners appoints Tom McCarthy to lead sales amid expansion of insurance and annuity solutions for registered investment advisors.

DPL Financial Partners appoints Tom McCarthy as Chief Distribution Officer to drive growth in advisory insurance and annuity solutions for RIAs and wealth management firms.

Heather Kane awarded the 2025 Bo Johnson Spirit Award for Lifetime Achievement by NAFA, recognizing her impact on independent annuity distribution at the 17th annual Annuity Distribution Summit.

MetLife completes $10 billion variable annuity risk transfer deal with Talcott, reducing legacy portfolio risk and securing hedge cost savings, highlighting strategic risk management in insurance.

MetLife completes $10B variable annuity risk transfer to Talcott Resolution, reducing portfolio risk and boosting Talcott's reinsured reserves to $14B, with ongoing asset management by MetLife Investment Management.

Wink's Q3 report details how interest rate shifts and stock market trends influence annuity sales, offering key insights for insurance advisors and market strategies.

Stay updated on critical tax rules for Social Security, annuities, and investment products with expert insights designed for financial advisors and wealth managers.