Tag: Annuities
Annuities: Limra – IUL premium up 4% in Q1
North America | Products
20 May 2024 by Summer Wang
In this annuities roundup, we look at how indexed universal life (IUL) sales have fared in Q1 as well as the latest offerings from Revol One, Sammons Financial, Jackson National and Allianz Life.
BofA: tactical diversification can help with macro shifts
North America | Products
02 May 2024 by Summer Wang
Bank of America (BofA) has 14 indices referenced in the US annuity market with nearly US$24 billion in assets.
US fiduciary rule out, fixed indexed annuities covered
North America | Products
25 Apr 2024 by Summer Wang
The long-awaited rule imposes fiduciary duties on investment advice on fixed index annuities (FIAs), citing ‘complexity’.
GS canopy index surfaces in FIAs
North America | Indices
04 Apr 2024 by Summer Wang
Delaware Life has added three new index options to its fixed index annuity (FIA) shelf, including the Goldman Sachs (GS) Canopy Index that went live last month.
Limra: independent channels drive record FIA, Rila sales
North America | Products
03 Apr 2024 by Summer Wang
Independent agents and broker-dealers accounted for over half of the sales of the two types of annuity products in the US in 2023, respectively.
Lincoln Financial debuts first dual trigger FIA
North America | Industry
26 Mar 2024 by Summer Wang
The US insurance carrier has brought to the fixed index annuities (FIAs) a popular crediting strategy used in registered index-linked annuities (Rila).
TIS: 75% of FIA indices deliver positive returns
North America | Industry
20 Feb 2024 by Summer Wang
In 2023, 168 of the 225 indices tracked by The Index Standard (TIS) posted a positive return, adding to the momentum for fixed index annuities (FIAs).
SRP in brief: standardising and storytelling
International | Industry
05 Feb 2024 by SRP News
China’s snowball autocalls were in the spotlight. Elsewhere Solactive is planning to introduce a first batch of tech indices in Canada, while VLK stays loyal to benchmark indices in the Netherlands.
Blackrock: private equity capital streams driving strong tailwind for indexed annuities
North America | Industry
11 Jan 2024 by Summer Wang
The asset manager is seeking to make indexed annuities look and feel like the broader US retail wealth market.
