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.
Employers
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.
Security Benefit bolsters its flagship Foundations Annuity with New Indices and Index Accounts
Security Benefit today announced the addition of index accounts based on three new indices to its flagship fixed index annuity (FIA), Foundations Annuity.
Security Benefit’s Toby Leonard on Growing Annuity Sales in the RIA Channel
Toby Leonard, Assistant Vice President of Product Development at Security Benefit, was interviewed by Paul Tyler for "That Annuity Show." He discusses the evolution of annuities, particularly fixed index annuities, and their role in financial planning.
Read More
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.
Read More
Optimism Among Advisors Increases Post-Election According to Security Benefit’s “RIA Economic Outlook Index”
Registered Investment Advisors (RIAs) have an improved outlook and increased optimism following the U.S. election, according to the latest RIA Economic Outlook Index from Security Benefit in partnership with Greenwald Research.
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.
Read More
Non-Financial Change for Group Healthcare Reimbursement (HRA)
- Download
Portfolios, Elections & Interest Rate Volatility
David Byrnes, head of distribution for Security Benefit, wrote an article for Advisor Magazine about how annuities may offer portfolio stability during uncertainty.
S&P Affirms Security Benefit Financial Strength “A-“ Rating; Outlook now “Stable”
Standard & Poor’s Global Ratings has affirmed Security Benefit Life Insurance Company's (Security Benefit) financial strength rating of “A-“ and revised its outlook to “stable.”
Read More