The FIDx Five: Fears Drive Annuity Sales to Record High

Retirement, Annuity, & Fintech Insights 

Concerns about market fluctuations and the challenges of generating retirement income propelled annuity sales to a record $432 billion in 2024. Learn more about this and the four other stories in this edition of "The FIDx Five."

Sales Skyrocket to Record $432 Billion 
Investors flocked to annuities in 2024, pushing sales to an all-time high. Uncertain markets and retirement concerns fueled the surge.

Source: "Annuity sales surged to a $432.4B high in 2024," Investment News, 01/28/2025)

BlackRock's LifePath Paycheck Surges
BlackRock's target-date fund with a guaranteed income option ended the year with $16 billion.

Source: "BlackRock's LifePath Paycheck Caps 2024 With $16B", 401k Specialist, 01/13/2025

Sale Rumors Swirl for Top Carrier
Industry giant Brighthouse Financial is reportedly exploring a potential sale, according to the Financial Times. The move could reshape the annuity landscape.

Source: "Brighthouse Financial Seeking to Sell Itself, Says FT,” LifeAnnuitySpecialist, 01/28/2025)

Can You Retire Today?
How are clients feeling about their retirement prospects? 

Source: "Can you afford to retire in 2025?," MoneyWeek, 01/17/2025

FINRA Cracks Down 
Regulators are increasing scrutiny of RILAs.

Source: "FINRA Beefs Up Its RILA Advice," ThinkAdvisor, 01/28/2025)

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