The FIDx Five: Annuity Sales Set for Smooth Sailing?
Retirement, Annuity, & Fintech Insights
Will the bullish trend in annuity sales continue to ride high until 2027 as LIMRA predicts? Find out more about the optimistic forecast and then stick around for four more stories in this week's "The FIDx Five."
Annuity Sales on a Roll
The bullish wave in annuity sales is projected to glide positively until 2027. See why LIMRA's prediction ignites new optimism.
Source: InsuranceNewsNet, “Annuity sales on steady ‘positive trajectory’ through 2027, LIMRA predicts,” 5/14/23
Unprecedented Wealth Transfer
The biggest wealth shift in history is happening right now, with the affluent emerging as familiar victors. Discover the dynamics of this seismic financial shift.
Source: The New York Times, “The Greatest Wealth Transfer in History Is Here, With Familiar (Rich) Winners,” 5/14/23
Irrational Annuity Selling
American Equity's CEO unveils a controversial trend of 'irrational' behavior among annuity sellers. Get an insider's view on this puzzling trend.
Source: Life Annuity Specialist, “American Equity CEO Sees ‘Irrational’ Behavior Among Annuity Sellers,” 5/17/23
Advisors Weigh In
What do advisors really think of the Secure 2.0 Act? A new look reveals an array of opinions on this influential legislation.
Source: Think Advisor, “What Advisors Really Think of Secure 2.0 Act: Survey,” 5/16/23
Startling Survey
Survey results reveal a significant gender gap - almost half of all women lack access to workplace retirement plans. Delve into the data and the urgent call for action.
Source: PlanSponsor,“Nearly Half of Women Lack Workplace Retirement Plan Access, Survey Shows,” 5/16/23
Featured articles may need subscriptions from their respective sites.
Fiduciary Exchange LLC (FIDx) is a technology firm offering solutions that connect the brokerage, insurance, and advisory ecosystems. FIDx does not provide any advice or make any recommendations with respect to any insurance or other financial products and does not solicit, offer or sell any insurance or other financial products. Financial professional use only. © 2023 Fiduciary Exchange LLC. All rights reserved.