The FIDx Five: An Annuities Record in Q1

Retirement, Annuity, & Fintech Insights 

Amid increasing demand, U.S. annuities experience a significant sales boom to start the year. Discover more about that and the four other stories in this edition of “The FIDX 5."

New Heights in Q1 
With a robust 21% increase in sales, the U.S. annuities market approaches a record-breaking number.

Source: Investment News, “US annuities set rapid pace in first quarter,” 04/25/24

The Retirement Crisis Myth
Contrary to widespread concerns, detailed analysis reveals that most Americans are better prepared for retirement than often portrayed.

Source: Morningstar, “There’s No Evidence of a Retirement Crisis,” 04/29/24

Challenges Mount Against Fiduciary Rule
A wave of legal opposition spearheaded by prominent attorneys threatens to reshape future compliance landscapes.

Source: Life Annuity Specialist, “Lawyers Gear Up to Take Down New Fiduciary Rule,” 04/29/24

Bermuda's Role in U.S. Retirement 
Billions in American retirement funds have migrated to Bermuda. Why?

Source: The Washington Post, “How did so many Americans’ retirement money end up in Bermuda?," 04/12/24

The Paradox of Annuities
Despite their significant benefits in providing stable retirement income, annuities remain underutilized, puzzling experts and consumers alike.

Source: USA Today, “Annuities are key to retirement. So why are so few of us buying them?” 04/30/24

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