There are many financial tools that seniors can leverage. Some build wealth or provide income, while others offer protection for heirs or ensure that end-of-life costs are covered. "Both are valuable ...

Customer apathy toward annuities and life insurance is a perennial challenge for providers. Satisfaction is rising as more clients engage with digital tools and start using life insurance and ...

A straight life annuity provides regular income for life with no remaining benefits after death. Learn how it secures your ...

Survey highlights issues despite satisfaction levels well above those for wealth management’s independent advisors.

Life insurance[1] and annuity products[2] are experiencing rising demand as a combination of market and demographic trends push more financial advisors, insurance brokers and bankers to talk to their ...

When it comes to insurance products, here’s one piece of advice: The key isn’t what the product is — it’s what the client wants to do with it. We’ve been trained to think each product has one specific ...

In recent articles for my regular weekly newsletter we’ve covered a lot of ground regarding annuities. Of course, this just has readers even more interested. In today’s article we’ll take a look at ...

Different types offer different levels of potential risk. Here's how to choose wisely, from an annuities pro.