by Amber Bogart | May 5, 2025 | Annuities
Tim BeauregardRegional VP-South Annuity sales in the U.S. reached $105.4 billion in Q1 2025, down 1% from the record set a year ago, according to LIMRA. Despite the dip, this marks the sixth consecutive quarter where total sales exceeded $100 billion. LIMRA’s Bryan...
by David Bollinger | Apr 17, 2025 | Annuities
David Bollinger Annuity Sales Consultant For clients seeking stability, annuities continue to gain attention—and sales reflect that interest. In 2024, annuity sales hit $434.1 billion, up 13% year-over-year, according to LIMRA. Among the various options, fixed indexed...
by Jacob Noble | Apr 7, 2025 | Annuities
Annuity Sales Consultant Many individuals start taking Social Security as soon as they retire. For some, that makes sense, but for others, waiting just a little longer could pay off in a big way. Filing early can shrink your monthly benefit by up to 30% and once...
by David Bollinger | Mar 10, 2025 | Annuities
Annuity Sales Consultant Annuities are often seen as set-it-and-forget-it investments, offering retirees a reliable income stream without the risks of more volatile investments. However, even if you’re client is happy with their current annuity, it might be...
by Chris Wholehan | Mar 4, 2025 | Annuities, Life, Long Term Care
Chris Wholehan Owner/CEO Around 15 years ago I remember speaking at seminars, commenting to advisors that at that time there was over $3 Trillion dollars sitting in cash / cash equivalents (bank accounts, CD’s, etc.), which represented a huge market of opportunity to...
by Jacob Noble | Feb 11, 2025 | Annuities
Annuity Sales Consultant The annuity market continued its upward trajectory in 2024, with total sales reaching $432.4 billion, a 12% increase from the previous year, according to LIMRA’s U.S. Individual Annuity Sales Survey. This marks the third consecutive year of...
