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Annuities

Retirement plans
Personal Finance

How Is Your Retirement Income Taxed?

May 16, 2024May 16, 2024 - by Joe Oliver

Once you’re retired, you will likely need to draw on several types of income for your living expenses. You’ll need to know where these funds are coming from and how …

How Is Your Retirement Income Taxed? Read More

Fiduciary Exchange, LLC FIDx
Products and Services

FIDX Launches Revolutionary Outsourced Insurance Desk to Enhance RIA Portfolios

April 28, 2024April 28, 2024 - by Timothy Alexander

BERWYN, PA — In a groundbreaking move aimed at transforming the way Registered Investment Advisors (RIAs) incorporate annuities into their client portfolios, Fiduciary Exchange LLC (FIDX) and its broker dealer, …

FIDX Launches Revolutionary Outsourced Insurance Desk to Enhance RIA Portfolios Read More
iPipeline
Products and Services

iPipeline Launches OneView to Streamline Annuity Management for Advisors

March 26, 2024March 25, 2024 - by Timothy Alexander

EXTON, PA — iPipeline recently unveiled OneView, an innovative solution designed to provide real-time tracking and management of clients’ annuity orders. This new platform aims to simplify the historically complex …

iPipeline Launches OneView to Streamline Annuity Management for Advisors Read More

Lincoln Financial Group
Regional

Lincoln Financial Innovates with New Annuity Options to Navigate Market Uncertainty

March 22, 2024March 21, 2024 - by Timothy Alexander

RADNOR, PA — In response to growing concerns over market volatility, inflation, and investment losses, Lincoln Financial Group (NYSE: LNC) has unveiled a novel approach within its fixed indexed annuity …

Lincoln Financial Innovates with New Annuity Options to Navigate Market Uncertainty Read More
Penn Mutual Life Insurance Company
Regional

Penn Mutual Adds Deferred Variable Annuity to Its Annuity Portfolio, Bolstering Retirement Options

January 14, 2024January 13, 2024 - by Timothy Alexander

HORSHAM, PA — The Penn Mutual Life Insurance Company, a Fortune 1000 firm, is expanding its annuity portfolio with the introduction of the Deferred Variable Annuity (DVA) product. Issued through …

Penn Mutual Adds Deferred Variable Annuity to Its Annuity Portfolio, Bolstering Retirement Options Read More

Settlement
Personal Finance / Special Feature

Understanding Structured Annuity Settlements: What You Need to Know

August 3, 2023August 2, 2023 - by Timothy Alexander

Injuries and accidents can be traumatic experiences that can leave a person with physical, emotional, and financial burdens. These burdens, if not properly addressed, can affect a person’s ability to …

Understanding Structured Annuity Settlements: What You Need to Know Read More
Retirement
Personal Finance

Outliving Your Savings: Tips for a Secure Retirement

July 28, 2023July 27, 2023 - by Alec Robson

Retirement is a time to relax, travel, and enjoy the fruits of your labor. However, it can also be a time of financial stress if you haven’t planned well. With …

Outliving Your Savings: Tips for a Secure Retirement Read More

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