A common question when planning for wealth transfer is whether gifting a variable annuity to your children will trigger taxes. Here’s what you should know to navigate this process in 2025. Gift Taxes If you’re considering gifting a variable annuity, the good news is that …
There are several different kinds of annuity products available as well as a la carte options to customize your contract to meet your unique needs. One of these additional options is the Income Rider, and despite its popularity, many are still confused about how this …
Last week, the LifeHealthPro Editors summarized the IRI’s second quarter annuity sales report and found that “Annuity sales (are) trending slightly up year over year.” The Insured Retirement Institute based their report on information from Beacon Research and Morningstar Inc. Second quarter total annuity sales …
After the DOL fiduciary guidelines, some people are under the false impression that all commission-based products are bad for consumers. This simply isn’t the case. You have to take into account both the individual product details as well as the length of time that the …
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