Tag: Annuities

Luma onboards annuity feature as activity heats up

North America | Technology

03 Sep 2021 by Lavanya Nair

The US multi-issuer structured products platform continues to expand its annuity capabilities as demand increases.

US insurance provider adds defined outcome to annuities range

North America | Products

13 Jul 2021 by Lavanya Nair

The firm is targeting higher net worth clients focused on tax and the impact on their investments.

Simon: any unfamiliar tool will take time for advisors to adopt

North America | Technology

21 Jun 2021 by Lavanya Nair

The US multi-dealer platform is expanding its coverage of the indexed annuities market amid a renewed surge of interest during 2020.

Fidelity: there is growing demand for dividend, income oriented plays

North America | Products

14 Jun 2021 by Lavanya Nair

The financial services corporation has increased its profile in the structured products industry as a provider of custom strategies to the indexed annuities market.

Halo debuts annuity offerings

North America | Products

22 Apr 2021 by Lavanya Nair

The US structured notes platform is expanding its footprint into the annuities space amid a rise in popularity among clients over the past year.

SRP Europe 2021: protected products a must in the retirement toolkit

Europe | Industry

15 Mar 2021 by SRP News

The use of structured products by pension advisors to offer decumulation solutions that allow them to retain some pension capital while offering both guaranteed income and continued exposure to the market was a topic of discussion during the Optimisation value in pension and insurance with structured products panel on the final day of the virtual SRP Europe 2021 conference held between 1-4 March.

Halo broadens annuity distribution

North America | Technology

07 Oct 2020 by Lavanya Nair & Pablo Conde

US structured note platform Halo Investing has entered into a new partnership with technology solutions provider Fiduciary Exchange (FIDx) to amplify the platform’s distribution and availability of annuity offerings.

SRP Americas 2020: structured annuities change the tune as risk tolerance falls

North America | Conferences

28 Sep 2020 by Summer Wang & Pablo Conde

The low interest rates have pushed advisers to actively search value for retirement investors who are now more concerned with their income safety.

Jackson develops in-house digital portal for indexed annuities

North America | Technology

04 Sep 2020 by Lavanya Nair & Pablo Conde

Prudential subsidiary Jackson National Life Insurance Company has launched a new digital tool to help investment advisers without state insurance licences access to annuity solutions.