The FIDx Five: Investors Flock to Low-Fee VA Funds
Retirement, Annuity, & Fintech Insights
Discover what top variable annuity funds gained the most traction last year by keeping costs low. And stick around for four other key stories in this edition of the "FIDx Five."
Low-Fee Variable Annuity Funds Dominate
Discover which variable annuity funds attracted the most investors last year by keeping fees in check.
Source: Life Annuity Specialist, "Top Variable Annuity Funds With Largest Inflows Last Year Had Low Fees," 08/30/2024
Investors Rush to Secure Steady Income Amid Market Uncertainty
Learn why investors are flocking to firm annuity guarantees to protect their retirement in unpredictable markets.
Source: ThinkAdvisor, "Investors Race to Lock in Firm Annuity Guarantees," 08/29/2024
Retirement Tax Shock
Do your clients think retirement plan is bulletproof? Uncover the hidden tax pitfalls that could derail their Social Security benefits.
Source: The New York Times, "Think You’ve Planned for Retirement? Beware the Tax Torpedo," 08/09/2024
Fiduciary Standard for Advisors: A New Era is Coming
The Department of Labor's new mandate could change the way financial advice is given—find out what it means for you.
Source: InvestmentNews, "DOL Head Says Fiduciary Standard Will Happen," 08/29/2024
Sales Insights From LIMRA's New Research Leader
Bryan Hodgens, LIMRA’s new head of research, reveals trends and predictions in the evolving world of annuity and life insurance sales.
Source: InsuranceNewsNet, "New LIMRA Research Head Bryan Hodgens Talks Annuity and Life Sales with INN," 08/28/2024
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