The FIDx Five: A Significant Sales Shift

Retirement, Annuity, & Fintech Insights 

Fixed annuities have overshadowed variable annuities in recent sales figures. Discover why and stay for the four other articles featured in this edition of “The FIDX Five.”

Fixed vs. Variable Annuities
Amid changing economic conditions and demographic shifts, fixed annuities have surged in popularity, outpacing variable annuities in sales.

Source: Think Advisor, “Fixed vs. Variable Annuities: The Tables Have Turned,” 02/07/24

Fed Hesitates on Rate Cuts Despite Inflation Slowdown
With inflation nearing the 2% target, the Federal Reserve remains cautious about reducing interest rates.

Source: The Associated Press, “Inflation is nearly back to 2%. So why isn’t the Federal Reserve ready to cut rates?” 02/08/24

'Annuity King' Faces Appeal 
The individual dubbed the 'Annuity King' is preparing to appeal against a conviction and a 15-year prison sentence.

Source: Insurance News Net, ‘Annuity King’ prepares appeal from conviction, 15-year prison sentence,” 02/02/24

Debating the 'Right' Retirement Age 
As the baby boomer generation hits a retirement milestone, experts and policymakers are re-evaluating the standard retirement age.

Source: CNBC, “As baby boomers hit ‘peak 65’ this year, what the retirement age should be is up for debate,” 02/08/24

Understanding Client Resistance to Annuities 
Clients frequently overlook advice on annuities, prompting a deeper look into the psychological and educational factors driving investment decisions.

Source: Think Advisor, “Why Do Clients Really Ignore Advice on Annuities?” 01/17/24

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.