annuities

Retirement Upside

The Annuity Sales Tactic That’s Backfiring on Advisors

Photo by Curated Lifestyle via Unsplash

The behavioral psychology technique of “social proof” has real persuasive power in many contexts, but not so much for selling annuities.

2 min read

Photo by Jacob Wackerhausen via iStock

Advisor Upside

Orion to Launch New Annuities Tools for Advisors

The wealthtech firm is integrating three comparison tools through annuities provider DPL Financial Partners.

2 min read
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Advisor Upside

Annuity Sales Continue to Shatter Records in Q3

US annuity sales reached nearly $120 billion in the third quarter, according to industry trade group LIMRA.

2 min read
Photo by Jan van der Wolf via Pexels

ETF Upside

Innovator Launches 2 Dual Directional ETFs

Innovator’s new ETF takes its structure from the world of annuities, but its utility to investors remains an open question.

1 min read

Advisor Upside

Who Wants to Live to 100? Not Most Americans

Photo by Hector Reyes via Unsplash

Just over 70% of Americans say they don’t want to live to be centenarians, afraid they won’t be able to afford the costs of longevity.

1 min read

Photo by Gage Skidmore via CC BY-SA 2.0

Advisor Upside

Sen. Warren Blasts Advice Industry Over ‘Kickbacks’

Conflicts of interest may be costing retirement savers $5 billion a year in fixed-index annuities, an investigation found.

2 min read

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