Lindsey Crossmier has been a financial writer since 2022, and has been regularly quoted as an expert in outlets such as U.S. News, GOBanking Rates and Yahoo! Finance. She leverages her Yale financial ...

Retirement savers hear constantly that guaranteed income is priceless, yet few topics divide experts more sharply than ...

In recent articles for my regular weekly newsletter we’ve covered a lot of ground regarding annuities. Of course, this just has readers even more interested. In today’s article we’ll take a look at ...

When it comes to insurance products, here’s one piece of advice: The key isn’t what the product is — it’s what the client wants to do with it. We’ve been trained to think each product has one specific ...

Annuities are often marketed as a safe and reliable source of income, especially in retirement. They come with the promise of steady payments — a sort of paycheck replacement designed to offer peace ...

Private equity firms are buying up insurers — and the policies they hold — at a feverish pace. Some groups, namely financial advisors, fear the trend may be bad for consumers who own annuity and life ...

There are two pretty entrenched camps on indexed universal life and annuities. And those two camps don’t seem to like each other very much. I wouldn’t classify the conflict on the level of the ...

In the case of an annuity bought in November of 2025, it provides only $95 a year more income than the DIY approach and even ...

I got a letter from my 401 (k) plan saying “Great news!” and that there’s “a new plan benefit offering steady income in ...

Sam Henry, CEO of WealthSmyth, a fast-growing AI platform transforming life and annuities distribution. 25 years in tech leadership. What if the benchmark for AI wasn’t beating humans at chess, ...