Monthly Archives June 2018

Highlights in the Growth and Evolution of Fixed Indexed Annuities

June is National Annuity Awareness Month. Back in 2010, the National Association for Fixed Annuities designated this month for awareness to help educate Americans on the important role annuities play as part of a secure retirement savings plan. More than 20 years ago, the first fixed indexed annuity (FIA) was launched by Keyport Life with the assistance of Genesis Financial. Since then, FIAs have evolved to include the addition of alternative indexes, riders that provide guaranteed retirement income and uncapped growth designs subject to participation rates and spreads. Here are several highlights since the first equity-linked indexed annuity known as
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Categories: Blog Posts.

Despite More Control of the Purse, Women May Still Represent an Underserved Segment for Advisors

Are you missing out on one of the wealthiest populations set to control even more wealth in the coming years? Last year, the number of female billionaires rose by 18% to 321, outpacing the 14.5% growth in the male billionaire population and increasing women’s share of the global billionaire population to 11.7%.1 That’s a global perspective, but If you don’t already know about the decision making and financial clout of women in the United States then a brief overview might be worthwhile. Here’s what some of the numbers look like in the U.S. Women control 51%, or $14 trillion, of
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Categories: Blog Posts.