Suitability standards for life insurance and annuities haven't stood still. They've been revised and reinterpreted over time.

In a recent study entitled, Variable Payout Annuities and Dynamic Portfolio Choice in Retirement, published in the Journal of Pension Economics and Finance, Olivia Mitchell, a professor of insurance ...

The ladder strategy involves stacking multiple term life insurance policies to match changing financial needs. Laddering typically saves money over time compared to one large policy. Life insurance ...

Life insurance annuity, a hybrid financial product, seamlessly marries the risk protection of life insurance with the income ...