LIMRA reports record U.S. annuity sales of $121 billion in Q3 2025. Rising interest among Generation X investors signals growth opportunities for annuity providers and financial advisers.

Nationwide survey reveals rising healthcare costs as a major concern for U.S. workers planning retirement, underscoring gaps in Medicare knowledge and the need for professional financial guidance.

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.

ThinkAdvisor delivers weekly, detailed tax rules and regulatory updates designed to assist financial advisors and wealth managers in compliance and client guidance.

ThinkAdvisor delivers weekly updates on tax rules and regulations, supporting financial and insurance advisors with critical insights on products and compliance.

Explore critical insights on annuity types, common mistakes, fees, inflation impact, and advice for securing retirement income. Understand how to choose the right annuity and avoid pitfalls.

ThinkAdvisor offers financial professionals weekly updates on tax regulations and insights to assist in wealth and life decision-making.

Osaic introduces direct billing for select fee-based variable annuities, simplifying annuity management and enhancing operational efficiency for financial advisors.

Jeffrey Cutter appeals SEC ruling on insurance commission disclosure, challenging regulatory requirements under the Investment Advisers Act and McCarran-Ferguson Act limitations.