The FIDx Five: Plan Participants Keen on Annuities
Retirement, Annuity, & Fintech Insights
Interest in incorporating annuities into employer-sponsored retirement plans is on the rise. Find out more about this growing trend and stay tuned for four other stories in this edition of “The FIDx Five.”
Workplace Savers Show Growing Appetite for Annuities
Interest in adding annuity options within employer-sponsored retirement plans is proving strong among participants seeking secure income streams.
Source: InvestmentNews, "Employer-sponsored retirement plan participants reveal strong interest in annuities," 04/21/2025
Unlocking Annuity Acceptance
Experts argue that overcoming the psychological hurdles and reframing perceptions around lifetime income is key to solving the persistent "annuity puzzle."
Source: PlanAdviser, "Beyond the Annuity Puzzle: Rewiring the Psychology of Lifetime Income," 04/25/2025
Can Annuities Forge Stronger Advisor-Client Bonds?
New research delves into whether the process of recommending and implementing annuities helps financial advisors cultivate deeper, more trusting relationships with their clients.
Source: InsuranceNewsNet, "Study asks if annuities help financial advisors build client relationships," 04/10/2025
Full Alignment
All fifty U.S. states have now adopted the National Association of Insurance Commissioners' model regulation, establishing a unified best interest standard for annuity sales.
Source: 401k Specialist, "All 50 States Now on Board with NAIC Best Interest Annuity Rule," 04/21/2025
The RILA Boom
Analysis reveals five key motivations behind the insurance industry's increasing preference for offering Registered Index-Linked Annuities (RILAs) to consumers.
Source: ThinkAdvisor, "5 Reasons Annuity Issuers Like Selling RILAs," 04/22/2025
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