INSURASALES

Tag: retirement planning

2025 Tax Law Updates: Key Non-Taxable Income Insights for Insurance Professionals

Explore the 2025 tax law changes impacting non-taxable income, deductions, and estate planning relevant to insurance professionals and financial advisors.

American Life & Security Unveils Nasdaq-100 Intraday Elite 15%™ Index for Fixed Indexed Annuities

American Life & Security Corp. collaborates with Nasdaq Global Indexes to launch the Nasdaq-100 Intraday Elite 15%™ Index for its American Select Fixed Indexed Annuity, featuring volatility control and intraday rebalancing to enhance crediting stability.

FIDx Insurance Exchange Surpasses $3 Billion in Annuity Transactions

FIDx's Insurance Exchange platform exceeds $3 billion in annuity transactions, showcasing rapid growth and growing advisor demand for integrated annuity solutions in wealth management platforms.

Medicare Eligibility and Income: What High Earners Need to Know

Explore how income affects Medicare premiums but not eligibility, and learn strategies for managing healthcare costs in retirement for high earners.

Strategic Timing Crucial in U.S. Annuity Purchases for Retirement Income

Annuity sales in the U.S. exceeded $432 billion in 2024 as retirees seek guaranteed retirement income. Timing, age limits, and fees are key factors impacting annuity suitability.

Annuities in Retirement Planning: Addressing Complexity and Enhancing Security

Explore the role of annuities in U.S. retirement planning, their complexity, advisor challenges, and their benefits for income security and lifestyle integration.

Inflation, Annuities, and Retirement Income Security Amid Changing CPI Data

Explore how changes in CPI reporting and BLS leadership impact inflation-protected retirement income strategies, focusing on annuities with fixed escalators versus CPI-based adjustments.

Evaluating Annuity Safety Amid Economic Uncertainty for Retirees

Explore how inflation, interest rates, and insurer financial strength affect annuity safety for retirees amid current economic volatility. Learn about product types and risk management strategies.

2025 Trends in Executive Benefits: NQDCPs Key to Retention Amid Economic Uncertainty

Explore the 2025 NFP report on executive benefits revealing how companies use NQDCPs to address economic uncertainty, talent retention, and retirement readiness.

Strategic Uses of Annuities for High-Net Worth and Mass Affluent Households

Explore how high-net worth and mass affluent individuals use annuities for tax deferral, asset protection, income guarantees, and wealth transfer strategies in retirement planning.