Rila

Study: RIAs Say Clients Worried About Retirement; How They’ll Be Able to Do It, When They’ll Be Able to Do It, and How Well They’ll Be Able to Do It

Retrieved on: 
Wednesday, September 27, 2023
Software, Seniors, Finance, Consulting, Banking, Professional Services, Technology, Consumer, Insurance, IAR, Partnership, RIA, Sleep, Registered, Research, Rila, AUM, Retirement, Allianz, Social Security, Opacity, Financial adviser, Oids, Social, RIAS, Courage, Life insurance

Eighty-five percent also note that their clients expressed concern about the adequacy of their Social Security benefits.

Key Points: 
  • Eighty-five percent also note that their clients expressed concern about the adequacy of their Social Security benefits.
  • Additionally, 63 percent of respondents believe their clients worry that employer-provided retirement benefits may be insufficient.
  • “Rising interest rates have been challenging for investors,” said David Stone , founder and CEO of RetireOne.
  • “The upside is that annuity guarantees, and payout percentages have also risen which, in turn, brings down the cost of creating lifetime income streams.”

NAR Announces 12 Tech Startups for iOi Summit’s Pitch Battle

Retrieved on: 
Tuesday, August 8, 2023
NAR, Marketing, Property, Culture, SAAS, Parent, Opportunity, API, Innovation, Carbon, Pitched battle, Pitch Battle, IOI, SCV, Working Mother, CRM, Rila, HighNote Records, National Association, Real estate, Cryptocurrency, Sales, Auction, Property management, Ethics

Chicago, Aug. 08, 2023 (GLOBE NEWSWIRE) -- The National Association of Realtors® has announced the 12 companies participating in the Innovation, Opportunity & Investment (iOi) Summit’s “Pitch Battle” competition from August 29–30 in Miami.

Key Points: 
  • Chicago, Aug. 08, 2023 (GLOBE NEWSWIRE) -- The National Association of Realtors® has announced the 12 companies participating in the Innovation, Opportunity & Investment (iOi) Summit’s “Pitch Battle” competition from August 29–30 in Miami.
  • “The iOi Summit is about discovering the next big thing in real estate tech as we continue working to foster a culture of innovation and inclusivity,” said NAR CEO and SCV President Bob Goldberg.
  • The winner will be awarded $15,000, a booth at NAR’s annual conference in November ( NAR NXT ) and the opportunity to present iOi’s 2024 Pitch Battle winner.
  • “Each of these 12 startups offers something unique to our industry,” said David Conroy, NAR’s director of emerging technology.

Jackson Enhances Registered Index-Linked Annuity Suite

Retrieved on: 
Monday, June 5, 2023
Asset Management, Professional Services, Insurance, Finance, Trigger, WhiteBoard Product Solutions, MSCI EAFE, Education, Marketing, Accounting, Buffer, Rila, Ohio National Life Insurance Company, Rate center, MSCI, Retirement, JXN, Russell, MSCI KLD 400 Social Index, Cost, ESG, NYSE, Jackson National Life, Financial adviser, Life insurance, Tutoring, Index

Jackson National Life Insurance Company ® (Jackson®), the main operating subsidiary of Jackson Financial Inc.1 (NYSE: JXN), today launched Jackson Market Link Pro® II (JMLPII) and Jackson Market Link Pro Advisory® II (JMLPAII), two new registered index-linked annuities (RILAs).

Key Points: 
  • Jackson National Life Insurance Company ® (Jackson®), the main operating subsidiary of Jackson Financial Inc.1 (NYSE: JXN), today launched Jackson Market Link Pro® II (JMLPII) and Jackson Market Link Pro Advisory® II (JMLPAII), two new registered index-linked annuities (RILAs).
  • “Registered index-linked annuities are attractive investment strategies that provide flexibility, growth opportunities and partial downside protection during times of market volatility,” said Alison Reed, Chief Operating Officer of Jackson National Life Distributors LLC (JNLD), the marketing and distribution business of Jackson.
  • “Since entering the RILA market in late 2021, Jackson is committed to enhancing our suite of products to provide competitive options that seek to address clients’ unique needs.
  • In addition to the new Performance Boost crediting method4, Jackson offers two additional crediting methods — Cap and Performance Trigger.

Rilas Technologies and MOBILion Systems Announce Partnership to Expand Analytical Offering with High Resolution Ion Mobility

Retrieved on: 
Thursday, May 4, 2023
Learning, Partnership, Therapy, SLIM, Rila, Contract research organization, Structures for lossless ion manipulations, Antibody, MOBIE, Agilent Technologies, Protein, Spacecraft, Peptide, Fine chemical

The partnership aims to expand Rilas Technologies' current Agilent 6545XT Q-TOF instrument by integrating it with the MOBIE High Resolution Ion Mobility (HRIM) Platform from MOBILion Systems.

Key Points: 
  • The partnership aims to expand Rilas Technologies' current Agilent 6545XT Q-TOF instrument by integrating it with the MOBIE High Resolution Ion Mobility (HRIM) Platform from MOBILion Systems.
  • Rilas Technologies and MOBILion Systems partner to advance characterization of biological compounds.
  • "We are excited to enter into this partnership with MOBILion Systems," said Laszlo Varady, CEO of Rilas Technologies.
  • It is a true partnership that will benefit our mutual customers," said Melissa Sherman, CEO of MOBILion Systems.

Equitable Enhances Market Leading Buffered Annuity Suite

Retrieved on: 
Tuesday, February 28, 2023
Professional Services, Insurance, Finance, Index, Equitable Holdings, Retirement, NYSE, Uncertainty, Rila, Investment, Structural capital, Buffer, Life insurance, Equitable

Equitable , a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH ), today announced enhancements to its Structured Capital Strategies PLUS® 21 and Structured Capital Strategies® Income variable and registered index-linked annuities (RILAs).

Key Points: 
  • Equitable , a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH ), today announced enhancements to its Structured Capital Strategies PLUS® 21 and Structured Capital Strategies® Income variable and registered index-linked annuities (RILAs).
  • The new enhancements are designed to provide clients with partial protection against market volatility along with the opportunity to capture upside market potential up to a cap.
  • The enhancements provide higher buffers to provide additional, partial protection against market turbulence; shorter investment durations that give clients the flexibility to reallocate underlying investments in times of uncertainty; and new investment options that can provide positive or enhanced performance even if market index returns are negative.
  • “Clients continue to face persistent economic uncertainty and decreased investment returns, but still need to provide for themselves and their loved ones in retirement,” said Steve Scanlon, Head of Individual Retirement, Equitable.

TruChoice Adds 3 RILA Carriers to Product Shelf

Retrieved on: 
Wednesday, December 14, 2022
Financial Industry Regulatory Authority, Rila, Marketing, Suite, Polynesian Leaders Group, CUNA Mutual Group, FINRA, TruChoice Federal Credit Union, RILA, Lincoln National Corporation, SPD, Risk, Brighthouse Financial, Financial adviser

The additions give TruChoice's financial professionals expanded product offerings with seven RILA carriers to choose from.

Key Points: 
  • The additions give TruChoice's financial professionals expanded product offerings with seven RILA carriers to choose from.
  • "We're committed to staying at the forefront of this marketplace, and we're excited to almost double the number of RILA carriers we have available for our financial professionals.
  • TruChoice's recently added RILA carriers are Athene, Global Atlantic Financial Group, and Lincoln Financial Group.
  • They join TruChoice's existing RILA carriers, Allianz Life Insurance Company of North America, Brighthouse Financial, CUNA Mutual Group, and MassMutual Ascend.

TruChoice's SPD Team Helps Financial Professionals Excel

Retrieved on: 
Tuesday, September 20, 2022
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MINNEAPOLIS, Sept. 20, 2022 (GLOBE NEWSWIRE) -- TruChoice Financial Group, LLC, one of the largest distributors of insurance products in the financial services industry, is enhancing theirSpecialized Products Division (SPD) to help qualified financial professionals and broker-dealer networks better navigate the ever-growing suite of registered index-linked annuities (RILAs).

Key Points: 
  • MINNEAPOLIS, Sept. 20, 2022 (GLOBE NEWSWIRE) -- TruChoice Financial Group, LLC, one of the largest distributors of insurance products in the financial services industry, is enhancing theirSpecialized Products Division (SPD) to help qualified financial professionals and broker-dealer networks better navigate the ever-growing suite of registered index-linked annuities (RILAs).
  • In addition to thededicated wholesaling team of Financial Industry Regulatory Authority (FINRA)-registered, insurance-licensed professionals offering solutions from top industry carriers, financial professionals have access to innovative tools and resources, including a suite of consumer marketing platforms, multimedia sales tools, lead generation programs, and access to consultative marketing specialists.
  • Our goal is to provide effective tools to financial professionals to help them better serve their clients."
  • TruChoice Financial can also be followed on LinkedIn, Twitter, and Facebook.

Symetra Enhances Registered Index-Linked Annuities Suite

Retrieved on: 
Tuesday, July 12, 2022
Consulting, Professional Services, Insurance, Finance, Symetra, SEC, EDGAR, SSI, Risk, Consultant, SLIC, Rila, Index, Investment, Suite, FINRA, Prospectus, RILA, Life insurance, Insurance, Financial adviser

Amidst ongoing market volatility, Symetra Life Insurance Company today announced new enhancements to its suite of registered index-linked annuities (RILAs), including new indexed account choices for Symetra Trek Plus, and a new Auto Return Lock feature available for all RILAs.

Key Points: 
  • Amidst ongoing market volatility, Symetra Life Insurance Company today announced new enhancements to its suite of registered index-linked annuities (RILAs), including new indexed account choices for Symetra Trek Plus, and a new Auto Return Lock feature available for all RILAs.
  • SYMETRA LIFE INSURANCE COMPANY (Symetra) has filed a registration statement (including a prospectus) with the SEC for Symetra registered index-linked annuities.
  • For more complete information about Symetra and Symetra index-linked annuities, you should read the prospectus and other documents Symetra has filed with the SEC before purchasing.
  • Symetra and Symetra Trek Plus are registered service marks of Symetra Life Insurance Company.

2021 Indexed Annuities Overview: Sector Has Benefited from a Market Movement Away from Variable Annuities - ResearchAndMarkets.com

Retrieved on: 
Friday, February 11, 2022
Professional Services, Insurance, Finance, Conning (company), Rila, RILA, Company, Life insurance, Insurance, Video game console

Since the financial crisis of 2008-2009, indexed annuities have benefited from a market movement away from variable annuities.

Key Points: 
  • Since the financial crisis of 2008-2009, indexed annuities have benefited from a market movement away from variable annuities.
  • In addition to increased complexity, a new type of indexed annuity, the RILA (registered index-linked annuity) has emerged and continues to gain market share.
  • It traces the development of the traditional indexed annuity market, including key players and premium growth.
  • It analyzes the statutory financial performance of the traditional indexed annuity product line.

Athene Launches Athene® Amplify 2.0, a Next-Generation Registered Index-Linked Annuity

Retrieved on: 
Tuesday, January 25, 2022
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The annuity is issued by Athene Annuity and Life Company (AAIA), a subsidiary of Athene.

Key Points: 
  • The annuity is issued by Athene Annuity and Life Company (AAIA), a subsidiary of Athene.
  • For more information on Athene Amplify 2.0, including current indicative rates, please visit athene.com/amplify2 .
  • Athene USA is an Iowa-domiciled corporation that serves as the U.S. holding company for Athenes annuity operations in the United States.
  • Athene Amplify 2.0 RIA II (01/22) or state variation is issued by Athene Annuity and Life Company, West Des Moines, IA, and distributed by its affiliate Athene Securities, LLC, West Des Moines, IA, member FINRA/SIPC, a registered broker-dealer.