Financial Advisor
June 30, 2025
RIAs Turn Hopeful On Inflation, But Recession Fears Still Linger

Registered investment advisors are growing more confident about the economy—particularly when it comes to inflation—but many remain wary of potential headwinds such as tariffs, geopolitical tensions and rising client anxiety around Social Security and retirement income, according to a new survey.

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Fixed Annuities Remain a Tried-and-True Solution in Market Uncertainty
David Byrnes, head of distribution for Security Benefit, wrote an article for Advisor Magazine on the potential security of annuities during market uncertainty.Inflation, trade wars, market volatility, etc. bring uncertainty. To meet client needs, consider rebalancing
Advisor Magazine June 18, 2025
Four Roth IRA Pitfalls Your Adviser May Not Tell You About
Aaron Tallen, Security Benefit's Vice President, Head of Distribution Ops & 401k Defined Contributions, recently spoke with Kiplinger about the risks of Roth IRAs.
Kiplinger March 17, 2025
The MYGA as a Bond Alternative
Sales of multi-year guaranteed annuities accounted for about 37% of individual annuity sales. David Byrnes, chief distribution officer at Security Benefit, expects worries about the presidential transition and the geopolitical situation to help keep MYGA sales strong.
ThinkAdvisor January 02, 2025