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
How did sales of individual annuities fare in 2019?
U.S. Individual Annuity Market
Benchmark sales, persistency, analysis, and outlook for a range of annuity products, reported by distribution channels and market types. (Updated: U.S. Fixed Rate Deferred Annuities, 3rd Quarter)
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.