Tag: Annuities
Bank of America dispatches Destinations index
North America | Indices
01 Jul 2020 by Lavanya Nair & Pablo Conde
Life insurance firm American Equity has introduced a Destinations fixed indexed annuity (FIA), a first-of-its-kind for the company, providing multiple allocation options that include a new volatility-controlled index developed with Bank of America.
SIMON collaborates with Raymond James on annuities, Leonteq adds white label partner
International | Products
30 Apr 2020 by SRP News
SIMON Markets and Raymond James Financial have reached an agreement to bring SIMON’s end-to-end digital platform for annuities to Raymond James’ 8,000 plus advisor force.
Allianz widens its FIA offering, debuts prop plays
North America | Products
19 Mar 2020 by Lavanya Nair & Pablo Conde
Life insurance firm Allianz has introduced a new fixed index annuity (FIA) designed to aid clients that desire more control over how they create their guaranteed income, as well as the flexibility to change their retirement plans should their circumstances change.
SRP Indexed Insurance personality of the year 2019: Professor Robert Shiller
North America | Conferences
11 Sep 2019 by Amélie Labbe
Nobel Prize laureate Professor Robert Shiller discusses with SRP his work in the annuities space, and his goal to make markets work better.
Annuities: New insurance exchange to target wealth managers
North America | Products
17 Jun 2019 by Pablo Conde
Powered by FIDx's Ix, the Envestnet Insurance Exchange-offered technology platform streamlines annuity distribution for advisors.
New SG risk control prop play debuts in US annuities market - Update
North America | Indices
10 Jun 2019 by Pablo Conde
Legacy Marketing Group debuts volatility control index developed by Société Générale and Columbia Threadneedle Investments ‘fusing together annual crediting and multi-year upside'.
Annuities: Indexed annuities post highest level of sales ever
North America | Products
22 May 2019 by Pablo Conde
Indexed annuity sales increased 24% in the first quarter of 2019, totaling US$18 billion. This is the third consecutive first quarter growth for indexed sales, according to Limra Secure Retirement Institute’s (Limra SRI) First Quarter 2019 US Retail Annuity Sales Survey.
US platform adds Allianz as stakeholder in annuities push
North America | Technology
20 May 2019 by Pablo Conde
The US$12m raised by Halo are aimed at expanding its operations around the world and pursue two strategic initiatives on analytics and automation to “drastically changing the way structured products are manufactured, purchased and traded”.
USA Market Review - March 2019
North America | Market Reviews
30 Apr 2019 by Yordan Ivanov
A grand total of 1,659 structured products from 34 different providers and worth $4.9 billion were added to the SRP USA database in March compared with 1,763 products with a sales volume of $5.4 billion which were added during the same month in 2018. Six hundred and seventeen products matured during the month releasing $2.8 billion back onto the market.
