Tag: Retirement Planning

U.S. Annuity Sales Hit Record $119.5B in Q2 2025, Driven by Product Innovation and Market Demand

U.S. Annuity Sales Hit Record $119.5B in Q2 2025, Driven by Product Innovation and Market Demand

U.S. annuity sales reached a record $119.5 billion in Q2 2025, fueled by product innovation and growing demand for guaranteed retirement income, according to LIMRA.

2026 Social Security COLA Rise Eroded by Medicare Premium Increases

Social Security benefits in 2026 will increase by 2.7%, but rising Medicare Part B and D premiums will significantly reduce the net gain for retirees, highlighting challenges in healthcare cost inflation and COLA calculations.

Milliman 2025 Retiree Health Cost Index: Average Couple Needs $388K for Retirement Healthcare

Milliman's 2025 Retiree Health Cost Index estimates a $388,000 healthcare savings need for a typical 65-year-old couple, highlighting cost trends influenced by coverage type and regulation.

Key Medicare Enrollment Strategies to Reduce Retirement Healthcare Costs

Explore essential Medicare enrollment strategies and supplemental coverage options to control rising healthcare costs for retirees. Learn about enrollment periods, penalties, and annual plan reviews for better retirement healthcare planning.

Canara HSBC Life Insurance Launches EZ Pension Plan with Policybazaar

Canara HSBC Life Insurance announces EZ Pension Plan via Policybazaar, targeting retirement savings with flexible, market-linked growth tailored for India’s ageing population.

Crump Life Appoints New Senior VP to Lead Advanced Sales Team

Crump Life Insurance Services appoints Caroline Brooks as Senior Vice President to lead their Advanced Sales team, enhancing expertise in advanced estate and wealth planning strategies.

Fidelity Estimates $172,500 in Retirement Healthcare Costs; Financial Services Embrace Digital Shift

Fidelity projects $172,500 healthcare costs for 65-year-olds retiring in 2025, as financial services accelerate shift to digital customer channels.

Aging U.S. Population Drives AI Innovation and Longevity Investment Growth

Explore how the aging U.S. population is fueling AI healthcare innovation, annuity growth, and healthspan technologies, creating new investment opportunities in longevity markets.

Corebridge Financial Reports Strong Q2 Amid Record Annuity Sales and Strategic Reinsurance Deal

Corebridge Financial posts strong Q2 results with 5.8% annuity sales growth, introduces MarketLock RILA product, and secures a major reinsurance deal to optimize risk and earnings.

2025 Social Security Earnings Test: Implications for Retiree Income Strategies

Understand the 2025 Social Security earnings test thresholds and strategic tax-efficient income planning to preserve benefits for retirees with earned income.