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LIMRA

In PWD coverage since August 14, 2026 · 15 stories

PWD coverage

the_wrap

Halbert Hargrove's four-annuity plan exposes annuity fee gap

A 2025 LIMRA study finds fee-based products account for about 1% of annuity premiums, even as insurers call the RIA channel their likeliest growth market.

practice · Oct 5Northwestern Mutual survey: 61% expect long-term care, 54% have not planned for it

advisers · Oct 5Halbert Hargrove built one client's income plan on four unbilled annuities

RIA · Oct 5Fee-based annuities are about 1% of premiums as insurers court RIAs

RIA · Oct 2Annuity adoption still trails client demand as cost and control objections persist

the_wrap · Sep 17The default, not the annuity shelf, now decides retirement income

book · Sep 17The October decisions that set the withdrawal rate

RIA · Sep 15Life insurance's year-three lapse problem is an advice gap RIAs can close

portfolio · Sep 10Clients bought protected participation, not yield, in Q2 annuities

income · Sep 10LIMRA's final Q2 tally slips, with fixed-rate deferred carrying the miss

advisers · Aug 21Planning cuts retirement stress by 40 points

the_wrap · Aug 20Annuity records mask the advice gap

income · Aug 19Annuity sales hit record $123.9B as Fed hawks reshape fixed income

income · Aug 19Protected-income demand is outrunning advisor delivery

RIA · Aug 14MassMutual Ascend tops $2B in RIA annuity sales