Explore strategic investment options like dividend stocks, annuities, and bonds to build a reliable retirement income portfolio that complements Social Security and meets tax requirements efficiently.

Comprehensive tax guidance and weekly updates for financial advisors on Social Security, annuities, and investment product taxation to enhance client advisory services.

Vanguard and TIAA introduce Target Retirement Lifetime Income Trusts, integrating annuities into 401(k) plans to offer guaranteed lifetime income and enhance retirement plan options.

State Farm is sued over selling PHL insurance products amid a $2.2 billion capital shortfall, raising concerns about insurer solvency and policyholder payouts.

Vanguard introduces Target Retirement Lifetime Income funds integrating annuities to simplify predictable retirement income for 401(k) investors, amid rising demand for income-focused retirement solutions.

Explore the untapped potential of the U.S. in-plan annuities market, driven by high participant demand and low awareness. Asset managers face key strategic challenges to capture growth in retirement income solutions.

Explore five essential insurance trends shaping 2026 for advisors, including lifetime income products, digital innovation, demographic shifts, IMO dynamics, and consultative advisory models to enhance client engagement.

Explore how annuities serve diverse retirement income needs in 2024, balancing age limits, health considerations, and inflation protection to provide stable, guaranteed income.

F&G Annuities & Life shares declined 15% in six months despite 19.7% premium growth and strong book value gains, presenting a valuation opportunity in insurance stocks.

Malibu Life Holdings acquires TruSpire Retirement Insurance, expanding into direct annuity issuance by mid-2026. Pacific Life settles IUL lawsuit and adds FIAs, while Lincoln Financial advances Rila platform development.