Survey highlights issues despite satisfaction levels well above those for wealth management’s independent advisors.

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 ...

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 ...

Learn when and how to make a tax-free switch into a new life insurance policy or annuity if your needs change ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Yarilet Perez is an experienced multimedia journalist and fact-checker with a Master of ...

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 ...

Digital engagement and self-service capabilities are critical areas for customer satisfaction, according to JD Power's 2026 ...