Hybrid annuity-plus-portfolio strategy beats the 4% Rule, retirement researchers say
Personal Finance

Hybrid annuity-plus-portfolio strategy beats the 4% Rule, retirement researchers say

New research backed by the life-insurance industry finds a mix of partial annuitization and market withdrawals outperfor...

Shira Katz 👁 55 💬 0
Annuity Growth Now Hinges on Life-Insurance Back-Office Modernization
Insurance

Annuity Growth Now Hinges on Life-Insurance Back-Office Modernization

Record $464.1B annuity sales and an aging population raise the stakes for insurers to connect fragmented sales, service ...

Tamar Rosen 👁 53 💬 0