For example, when Anthony Williams, an LPL Financial advisor and co-founder of Galene Financial in Houston, had a client pass away with very little of his retirement portfolio left, an annuity ...

Annuities, on the other hand, tend to work best for older savers who are nearing or entering retirement and want or need to ...

Some build wealth or provide income, while others offer protection for heirs or ensure that end-of-life costs are covered. Life insurance and annuities are two common tools used by this cohort.

Annuity decisions are often treated as a product selection exercise, but they’re deeply emotional: influenced by fear of ...

A big area of growth in life insurance will be VUL, Carroll predicted. LIMRA forecasts VUL sales for 2024 to be up between 12% and 16% over 2023. This year promises to be a strong year for VUL as ...

GBU Life Introduces Defined Benefit Annuity™ Retirement Security Solution Provided by GlobeNewswire Apr 15, 2025, 6:03:34 AM ...

3. Simulate real-world scenarios. Training AI to be a life insurance and annuity agent isn’t just about data—it’s about decision-making in real-world scenarios.

Empower, the nation’s second-largest retirement plan provider, is wading into the fixed index annuity space through a new partnership with Allianz Life. Under the partnership, Empower is rolling ...