Tag: retirement planning

Record Annuity Sales Hit $116B in Q2; FRDs Lead Amid Market Volatility

Record Annuity Sales Hit $116B in Q2; FRDs Lead Amid Market Volatility

U.S. annuity sales reached a record $116 billion in Q2, driven by fixed-rate deferred annuities amid market volatility. LIMRA projects strong 2025 growth for annuities with RILAs and FIAs maintaining key roles.

Aging Population Drives $10T Opportunity in Financial Literacy and Longevity Markets

Explore the $10 trillion market opportunity driven by aging populations, highlighting financial literacy challenges, longevity risk solutions, and innovations in annuities, biotech, and AI-driven fintech for retirement security.

Is Buying an Annuity at Age 70 a Smart Retirement Strategy?

Explore the pros and cons of purchasing an annuity at age 70 to secure guaranteed retirement income amid economic uncertainty. Learn key factors for retirees.

Comprehensive Guide to Senior Discounts: Resources and Eligibility Ages

Discover essential resources and eligibility ages for senior discounts across dining, retail, travel, and entertainment sectors. Learn how U.S. seniors can maximize savings effectively.

RightExpress Enables Efficient Retirement Planning with Minimal Data Entry

RightExpress by RightCapital streamlines retirement and financial planning for advisers using minimal client data and AI integration, enhancing prospecting and client onboarding efficiency.

Mitigating Sequence of Returns Risk in Retirement Planning Amid Market Volatility

Explore the impact of sequence of returns risk on retirement plans during market volatility and how annuities and guaranteed income solutions can help protect retirees.

Key Retirement Planning Insights: Crypto Allocation, Target Date Funds, and Medicare Premiums

Explore expert insights on retirement planning with crypto allocations, target date fund strategies, and managing rising Medicare Part B premiums for optimal retirement outcomes.

Paula P. Gerstenberger: Trailblazer in Life Insurance and Financial Services

Learn about Paula P. Gerstenberger's pioneering career in life insurance sales management and her impact on the financial services industry, focusing on supplemental retirement plans and women's leadership.

Rising Insurance Costs Shape Retirement Planning Strategies in 2025

Rising healthcare, long-term care, and homeowners insurance costs challenge retirement planning in 2025, highlighting the importance of Medicare Advantage and health savings accounts.

Key Annuitiy Market Insights for U.S. Retirement Planning in 2025

Explore crucial annuity market insights for U.S. retirement insurance professionals in 2025. Understand types, costs, and regulatory considerations shaping the annuity landscape.