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Is Now The Time to Flip the Script on Annuities?

Annuities have been historically underutilized by advisors but that could be changing.  Although previously  framed as requiring much processing and being plagued with compliance concerns, annuities are newly the answer to "what products are right for your clients?".
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Three Reasons Why Annuities are the Unsung Heroes of Retirement Income Planning

Despite a somewhat negative perception, annuities have been shown time and time again by researchers to add significant value to a retiree’s financial security.
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Optimizing Annuity Income Benefits- A Case Study

This case study by Eva Levine, principal of Plenaris Advisory and found in Financial Advisor magazine, discusses the optimal use of annuities for retirement income and how to determine how to use them to achieve maximum income potential.
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Employees Need Education About Social Security’s Part in Retirement Income

Employees have very unrealistic ideas when it comes to retirement income, as is highlighted in this PLANSPONSOR article. In fact, “Social Security is one of the most confusing retirement topics that American workers face today.”
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Making Savings Last A Lifetime

This PLANSPONSOR thought leadership article, sponsored by MetLife, highlights the challenges faced by Americans come time for retirement, when in a time of need to convert their hard earned income to a monthly paycheck they can sufficiently live off of.
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DC Plan Sponsors Still Shunning Annuities

This PLANSPONSOR article by Rebecca Moore, reports on recent survey findings in a DC plan survey that while half of DC plans offer some kind of retirement plan income solution, a little more than 10% mention the use of an annuity and only 3% use an annuity placement service and 3% offer in plan guaranteed...
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Mission-Based Employer Embraces ESG TDFs, In-Plan Income

In this PLANSPONSOR article by John Manganaro, a school is highlighted for focusing on a broader mission or big picture by supoporting target date funds and in-plan income, among other things.
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Partial and Deferred Annuitization Makes Sense for Many

In this PLANSPONSOR article by John Manganaro, it is brought to attention that there is an overall improvement in retirement readiness when purchasers annuitize a percentage of their 401(k) balance.
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How Retirees Can Pensionize their 401(k)s and IRAs

In a world of defined contributions, American workers have three challenges — inadequate savings, leakage (or loans/early withdrawals) tied to their retirement accounts and the need for retirement income.
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Compare and Contrast: Income Annuities and Savings Contracts

Based on the results of a new CANNEX study, advisers who are looking to provide clients with guaranteed income should seriously consider both income annuities and savings annuity contracts that offer GLWBs.
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