Current State of Fraud in Life Insurance, Annuities, and Retirement Plans (2018)
The frequency of fraudulent attacks on the financial services industry is accelerating, even as they grow more sophisticated.
U.S. Individual Annuity Yearbook
The most comprehensive overview of the U.S. individual annuity market. Just released: The 2018 Year in Review!
U.S. Individual Annuity Market
Benchmark sales, persistency, analysis, and outlook for a range of annuity products, reported by distribution channels and market types. (U.S. Fixed-Rate Deferred 2019 4th Quarter and U.S. Income Annuity Market 2019 4th Quarter added 3/31/20)
Sources of Retirement Income: A Study of Retirees (2018)
Know how retirees are creating income, their confidence in retirement security, and how advisors can be of more help.