We hope you enjoy the latest news and articles about the annuity and retirement planning industry

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Nearly Half of the Sandwich Generation Report a Time They were Unable to Meet Essential Expenses Due to Costs of Caregiving

December 2023

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State Insurance Regulators Work to Protect Consumers Who Buy Annuities

November 2023

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Lost in Transition: Many Unsure About Managing Retirement Income

November 2023

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Transamerica Releases Extended Care Report Highlighting the Growing Importance of Long-Term Care Planning

November 2023

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Fixed Index Annuities Gain Popularity: Offering Principal Protection and Growth Potential Amid Rising Inflation Concerns

November 2023

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Happy Halloween! Don’t Be Scared About Annuities!

October 2023

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Preparedness deemed more important than age in retirement planning

October 2023

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Majority of Americans Now Worry About Higher Taxes on 401(k)s and IRAs

October 2023

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IRI Research Finds Consumers Prioritize Retirement Income and Asset Protection More Than Growth

October 2023

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Retirement Reconsidered: F&G Survey Reveals Half of Americans Are Pushing Back or Coming Out of Retirement

October 2023

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Majority of U.S. adults Believe Social Security Benefits Will Dry Up in their Lifetime

September 2023

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More Than a Third of Americans Say Uncertainty About Their Finances Keeps Them Up at Night at Least Monthly

September 2023

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Three Tools for Americans Who are Lacking Confidence in Their Ability to Retire

September 2023

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The ‘Great Wealth Transfer’ Is Underway but Nearly Half Expecting an Inheritance Are Not Ready to Manage It

September 2023

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Two-Thirds of Americans Say Their Financial Planning Needs Improvement

August 2023

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New Report Finds Alarming Retirement Outlook for Generation X

August 2023

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Americans Making Significant Trade-Offs Among Those Saving for Both Retirement and College

August 2023

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Americans Believe They Will Need $1.27 Million to Retire Comfortably

August 2023

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Majority of Americans Have Taken a Financial Hit Due to Rising Interest Rates

August 2023

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LIMRA Study Shows Interest in Life Insurance at an All-Time High

July 2023

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Worried About the Economy? These 3 Steps Can Help Protect You from Market Volatility

July 2023

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Americans Facing a New Retirement Reality

July 2023

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Economic Climate Has Retirement Savers Eyeing Guaranteed Lifetime Income and Financial Planning Options

June 2023

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Americans Fear We're Heading For a 2008 Recession, or Worse

June 2023

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Two-Thirds of Americans Expect the United States to Enter Recession This Year

June 2023

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It’s Annuity Awareness Month! You Know What That Means!

June 2023

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Taking Some Time This Weekend To Remember Soldiers

May 2023

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LIMRA: Another Record-Breaking Quarter for U.S. Annuity Sales

May 2023

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Is This a Financial Crisis? 4 in 10 Investors Say Yes

May 2023

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Inflation Forces 1 in 4 Americans to Cut Retirement Savings

May 2023

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4 Tips to Help You Tidy Up Your Finances this Spring

May 2023

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More Women Are Setting Financial Goals, Could Benefit From a Financial Wellness Mindset

April 2023

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Selecting the annuity income option that’s right for you

April 2023

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Three Lessons Ordinary Americans Can Learn From SVB's Failure

April 2023

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Do you want to make retirement easier?

April 2023

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Six in Ten Women Believe We Are in or Approaching a Financial Crisis

March 2023

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The Many Benefits of Annuities Might Surprise You

March 2023

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4 Smart Ways to Leverage Your 2023 Tax Return

March 2023

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Annuities Can Serve Multiple Roles in Your Retirement Plan

March 2023

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LIMRA: 2022 U.S. Retail Annuity Sales Shatter Annual Sales Records Set in 2008

March 2023

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Nearly two-thirds of women are delaying their retirement due to inflation

February 2023

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'Longevity literacy' may be key to better retirement readiness

February 2023

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February Kicks Off Insure Your Love Month

February 2023

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Economic Uncertainty Delays Retirement Plans for Business Owners

February 2023

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Risk Aversion and Retirement Income Worries Have Increased Significantly Since 2021

January 2023

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Most Americans See Room to Improve Their Overall Financial Wellness in 2023

January 2023

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Nearly 1 in 3 Americans Say Their Financial Situation Worsened Over the Last Year

January 2023

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Leveraging Annuities to Strengthen Your Retirement Strategy

January 2023

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Annuity Alliance Wishes You a Safe and Happy Holiday Season!

December 2022

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"Terrified": Nearly Half of Investors Check Retirement Balance 3 Times a Week

December 2022

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The Role Annuities Can Play In Your Retirement Planning

December 2022

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Two-Thirds of Women See a U.S. Recession Ahead, but Plan to Double-Down on Retirement Savings

December 2022

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The Upside to Rising Interest Rates: Adding Annuities to Your Retirement Savings Plan

December 2022

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Happy Thanksgiving! Being Thankful for Annuities

November 2022

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Inflation Causing Majority of Americans to Stop or Reduce Retirement Savings

November 2022

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Looking for a Short-Term Retirement Planning Solution? MYGAs

November 2022

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Talking Annuities During Long-Term Care Awareness Month

November 2022

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The Comparison Series: Annuities vs. Life Insurance

October 2022

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The Comparison Series: Annuities vs. 401(k)s

October 2022

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The Comparison Series: Annuities vs. IRAs

October 2022

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New Survey Finds Americans Want Even More Guaranteed Income in Retirement

October 2022

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More Americans Turning to Family, Friends, Prayer Than Advisors for Financial Advice

September 2022

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TODAY’S NO-NORMAL RETIREMENT JOURNEY: NEW RESOURCE TO MAP THE PATH TO RETIREMENT

September 2022

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How to Roar into the Second Half of Your Life

September 2022

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Annuity Alliance Wishes You a Relaxing Labor Day Weekend

September 2022

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10 Questions to Ask If You Are Considering a Financial Professional

September 2022

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Inflation Risk is the Top Financial Concern for Nearly Three in Four Women

August 2022

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The Majority of Americans Say Their Financial Planning Needs Improvement, But Only a Third Seek Professional Help

August 2022

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Study Links Financial Discipline to Greater Happiness and Better Sleep

August 2022

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Inflation, Recession and Healthcare Cause Worries About Retirement

August 2022

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Four out of Five Americans Cite Inflation and Recession Anxieties as Top Retirement Income Concerns

July 2022

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Survey: Retirement Savers Concerned About Financial Harm Under Fiduciary-Only Government Regulation

July 2022

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Less Than Half of Women Know How to Make Their Money Last in Retirement

July 2022

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After Two Years of the Pandemic, Americans Place High Value on Tailored Financial Strategies

July 2022

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60% of US Adults Say the Pandemic Has Been Highly Disruptive to Their Finances

June 2022

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Comparing Fixed Indexed Annuities to Bonds

June 2022

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Why Annuity Purchases Are Heating Up This Summer

June 2022

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MYGAs Are Heating Up During Annuity Awareness Month

June 2022

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Things You Can Do on Memorial Day This Year

May 2022

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Answering Some Common Advanced Questions About Annuities

May 2022

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Are the Pieces of Your Retirement Plan Inflation Proof?

May 2022

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Unsure About Annuities? Let’s Talk About the Basics

April 2022

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Legislation Still Lingering in Congress That Could Affect Annuities

April 2022

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Lump Sum Payouts: Questions You Should Ask Yourself Before You Invest

April 2022

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Retirees Depleting Retirement Plan Lump Sums Faster than Five Years Ago

April 2022

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Understanding the FA Protection Benefits of a GLWB Rider

March 2022

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Your Four Leaf Clover for Retirement – Annuities!

March 2022

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Planning for the Unknowns of Social Security

March 2022

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Reasons to Consider Annuities This Year

March 2022

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Consumers Show Highest Interest in Annuities in 2021 in Last 13 years!

February 2022

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Protect Your Loved Ones During InsureYourLove Month

February 2022

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Investors Choose Annuities and Protection Over Traditional 60/40 Allocation

February 2022

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Mark Your Calendar! Important Deadlines to Remember in 2022

February 2022

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Your COVID-19 Resources for 2022

January 2022

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ANNUITIES 101: Back to Basics

January 2022

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LIMRA: Americans Report the Highest Level of Confidence in Insurance Companies

January 2022

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Impact and Interest in Annuities in 2021

January 2022

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Annuity Alliance Wishes You a Safe & Happy Holiday Season!

December 2021

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Understanding Risk and Confidence in Your Retirement Planning

December 2021

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State of the Retirement Market in 2021

December 2021

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Advisors Feel Annuities Suitable for Retirees and Pre-retirees

December 2021

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Annuity Alliance Wishes You a Happy Thanksgiving

November 2021

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Understanding Potential Red Flags of Fraud

November 2021

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How You Can Avoid Fraudulent Financial Professionals

November 2021

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How to Choose an Investment Professional

November 2021

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Required Minimum Distributions - Common Questions About IRA Accounts

October 2021

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Lump Sum Payouts: Questions You Should Ask Yourself

October 2021

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Let’s Talk the ABCs of Annuities

October 2021

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7 Reasons to Consider Annuities in 2021

October 2021

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How Is Your Annuity Doing Right Now?

September 2021

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When Does an Annuity Fit Into Your Retirement Planning?

September 2021

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September is Life Insurance Awareness Month (LIAM)

September 2021

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On Track with Retirement Planning? Then Check the Boxes!

August 2021

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FIA Questions to Help Plan Your Retirement Strategy

August 2021

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Breaking Down a Fixed Indexed Annuity Word-By-Word

August 2021

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Financial Perspectives on Aging and Retirement Across the Generations

August 2021

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Report: Life Expectancy Dropped 1.5 years in 2020

August 2021

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New Survey Reveals How the Pandemic Has Impacted Trends in Retirement

July 2021

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Principal Financial Group® Announces Results of Strategic Review

July 2021

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Explaining Annuity Crediting Strategies: Participation Rate Strategy

July 2021

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Enjoy Your July 4th Weekend and Check Out These Facts

June 2021

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Explaining Annuity Crediting Strategies: Cap Strategy

June 2021

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How Annuities Have Changed During the Last 25 Years

June 2021

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Comparing Fixed Annuities and Declared Rate Annuities

June 2021

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June is National Annuity Awareness Month

June 2021

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Sharing Some Ideas for Celebrating Memorial Day

May 2021

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When You Should Use Your Emergency Fund

May 2021

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Defusing Your Top Four Retirement Risks

May 2021

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Ideas to Thank Mom on Mother’s Day

May 2021

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30 Steps to Take During Financial Literacy Month

April 2020

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Preparing for Your Journey Toward Retirement

April 2021

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Tax Day for Individuals Extended to May 17

April 2021

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Travel Tips For Spring Break During COVID-19

April 2021

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Sharing Some Potential Tax Tips With You

March 2021

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Six Quick Tips to Save for Your Retirement

March 2021

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Free File Can Make Taxes Easier for Seniors and Retirees

March 2021

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Understanding the Different Types of Annuities

March 2021

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Sharing the Love About Annuities on Valentine’s Day

February 2021

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Report: COVID-19 Has Made Consumers Reassess Retirement Plans

February 2021

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Playing Catchup to Get Ready for Retirement

February 2021

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Buying an Annuity for the First Time?

January 2021

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2021 Changes for Social Security

January 2021

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2021 Changes for Retirement Savings Plans

January 2021

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21 Financial Resolutions for 2021 from the AICPA

January 2021

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Why You Should Consider Rolling Over to an Annuity

December 2020

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Safety Tips for the Holiday Season

December 2020

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Watching Your Retirement Budget During the Holidays

December 2020

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Make Some Financial Resolutions Before Your New Year Resolutions

December 2020

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Why Consumers Are Thankful for Annuities

November 2020

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Remember How Retirement Has Those Unexpected Costs

November 2020

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Protecting Your Retirement with Guaranteed Lifetime Income

November 2020

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Guard Against Market Volatility with Annuities

November 2020

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How Fixed Annuities Offer True Power for Retirement

October 2020

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How Sequence of Returns Could Affect Your Retirement

October 2020

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Leverage 2020 Tax Breaks for Your Retirement Planning

October 2020

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FAQs About Fixed Indexed Annuities Part 2

October 2020

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FAQs About Fixed Indexed Annuities Part 1

September 2020

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Protecting Against Fraud When Buying an Annuity

September 2020

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What You Should Know Before Buying An Annuity

September 2020

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Annuities Help People Feel Better Prepared for Retirement

August 2020

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Four Ways to Help Retirees Make Their Money Last

August 2020

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A Few Ways to Stave Off Empty Nest Syndrome

June 2020

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How Can You Build More Confidence in Your Retirement Plan?

June 2020

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4 Questions to Ask Yourself About Retirement Living

June 2020

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Pre-Retirees Working with Advisors Feel Well Prepared for Retirement

May 2020

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Clarifying a Few Myths About Annuities

May 2020

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Tips for Reducing Costs During Retirement

April 2020

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Are Annuity Products Right for You?

April 2020

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Your Annuity Translator – What Do Those Annuity Terms Mean?

April 2020

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Looking for a Way to Make Your Money Last to Age 100?

March 2020

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Steps to Take When You Are Having Trouble Saving Money

March 2020

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Over 50? You STILL Can Start Retirement Planning Today!

February 2020

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What Should Your Portfolio Look Like After You Retire?

January 2020

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Are These Social Security Myths Holding Back Your Income Planning?

December 2019

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Annuities Help Build a Safe & Steady Source Of Income

November 2019

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5 Ways to Prepare for Retirement

October 2019

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Tips Before Talking or Meeting with an Annuity Professional

September 2019

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Quick Question - What's Your Number for Retirement?

August 2019

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Are You Confident About Your Retirement Plan?

July 2019

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Do you have any questions about Fixed Indexed Annuities?

May 2019

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June is National Annuity Awareness Month

June 2019

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Evaluating CDs vs. Annuities

April 2019

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How to Generate Retirement Income Through Annuities

May 2019

Latest Posts

Nearly Half of the Sandwich Generation Report a Time They were Unable to Meet Essential Expenses Due to Costs of CaregivingDecember 2023

State Insurance Regulators Work to Protect Consumers Who Buy AnnuitiesNovember 2023

Lost in Transition: Many Unsure About Managing Retirement IncomeNovember 2023

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