Tag: Annuities

In-Plan Annuities Poised for Growth Amid Retirement Income Security Concerns

Explore the growth potential and challenges of in-plan annuities in U.S. retirement plans as demand for guaranteed lifetime income rises amid low market awareness and regulatory complexities.

Transformation in Life and Annuity Insurance: Shift to Capital-Light Models

Life and annuity insurers are evolving towards fee-based, capital-light models driven by private capital partnerships, reshaping industry frameworks.

Aviva Enhances Individual Annuities with GBST’s Composer SaaS Platform

Aviva upgrades individual annuities with GBST’s Composer SaaS platform, boosting modernization, compliance, and product innovation in retirement income solutions.

Vanguard and TIAA Launch Guaranteed Lifetime Income Target-Date Funds

Vanguard and TIAA collaborate to offer a new target-date fund series with lifetime annuity options, addressing growing demand for guaranteed retirement income in employer plans.

Vanguard and TIAA Launch Lifetime Income Trusts Embedding Fixed Annuity

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 Launch Target-Date Fund with Built-in Lifetime Income Annuity

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 Hires Tom McCarthy to Accelerate RIA Insurance Platform Growth

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 Expands RIA Focus with New Sales Leader Appointment

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

DPL Financial Partners Names Tom McCarthy Chief Distribution Officer

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 Receives NAFA's 2025 Lifetime Achievement Award

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.