New Products / Announcements

  • Allianz Life Launches ‘Rebuilding Retirement’ Podcast
    Allianz Life Launches ‘Rebuilding Retirement’ Podcast

    The first episode about the new reality of retirement is available to listen

    Allianz Life Insurance Company of North America (Allianz Life) launched a new podcast for financial professionals today about the changing dynamics of modern retirement planning.
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  • Luma Financial Technologies Joins Forces With Financial Independence Group
    Luma Financial Technologies Joins Forces With Financial Independence Group

    Working together to maximize efficiency in the annuity marketplace

    Luma Financial Technologies (“Luma”), the award-winning independent multi-issuer structured products and annuities platform, and Financial Independence Group, LLC ("FIG"), a leading financial services conglomerate specializing in annuities, long-term care, and life insurance products, announced today a collaboration to provide tools and make researching and purchasing annuities more streamlined.
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  • Alliant Insurance Services Launches Alliant Consumer Group, Names New Underwriting Leadership
    Alliant Insurance Services Launches Alliant Consumer Group, Names New Underwriting Leadership

    Consumer and underwriting groups now housed under the Alliant Underwriting and Consumer Solutions platform

    Alliant Insurance Services has announced the launch of Alliant Consumer Group, a dedicated unit that houses the company’s growing portfolio of consumer-facing operations. The arrival of Alliant Consumer Group comes in the midst of Alliant’s ongoing growth and expansion in the consumer market, with more than $6 billion in premiums placed annually.
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  • Integrated Partners And Windes Launch Ovisto™ Wealth Management
    Integrated Partners And Windes Launch Ovisto™ Wealth Management

    Industry powerhouses partner to offer investors an amalgamation of wealth services aimed at enhancing and guiding their financial lives

    Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm that serves more than $12.7 billion in advisory assets, and Windes, Inc., (“Windes”), a premier Californian accounting and advisory firm, have announced a partnership to launch Ovisto™ Wealth Management (“Ovisto”).
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  • Northwestern Mutual Launches Market Pathway Model Portfolios, Broadening Access To Professionally Advised Offerings
    Northwestern Mutual Launches Market Pathway Model Portfolios, Broadening Access To Professionally Advised Offerings

    Younger investors can now more easily begin relationships with financial advisors

    Northwestern Mutual announced the expansion of its professionally managed investment offerings with the launch of Signature Portfolios Market Pathway models, which require a minimum investment of only $5,000 – providing greater access to advised solutions for a range of investing needs.
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  • USAA Life Insurance Announces New Relationship With Trust & Will
    USAA Life Insurance Announces New Relationship With Trust & Will

    Providing discounted estate planning and probate services to their members serving their unique needs

    USAA Life Insurance Company, a leading financial services brand for military members and their families, and Trust & Will, a premier digital estate planning and settlement platform, have announced a strategic relationship to provide discounted estate planning and probate services to their members serving their unique needs.
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  • Aon Pooled Employer Plan Reaches $2 Billion In U.S. Plan Assets And Commitments
    Aon Pooled Employer Plan Reaches $2 Billion In U.S. Plan Assets And Commitments

    The Aon PEP is the industry leader with more than 70 employers providing 401(k) benefits to over 50,000 employees, helping those employers shape better retirement decisions

    Aon plc (NYSE: AON) has announced that its Pooled Employer Plan (Aon PEP) has reached $2 billion in 401(k) assets under administration and commitments since its inception in 2021 and has doubled during the last year.
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  • Transamerica Bolsters Long Term Care Planning With Innovative Workplace Life Insurance Rider
    Transamerica Bolsters Long Term Care Planning With Innovative Workplace Life Insurance Rider

    An innovation designed to help address the long-term care needs of Americans approaching retirement

    Transamerica today unveiled its new Long Term Care Rider for the Transamerica Universal Life Insurance SM, a strategic innovation designed to help address the long-term care needs of Americans approaching retirement.
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  • Manulife Annuities Return, Delivering Robust Retirement Income Solutions For Advisors And Clients
    Manulife Annuities Return, Delivering Robust Retirement Income Solutions For Advisors And Clients

    Manulife Annuities suite offers single life, joint and survivor, and term-certain options to address Canadians' growing need for retirement income solutions

    Manulife today announced it is reintroducing Manulife Annuities through independent advisors to provide them with a fulsome suite of products that meet the evolving needs of Canadians seeking retirement income solutions.
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  • LIMRA And LOMA Welcome New Members To Its Retirement Plans And Workplace Benefits Advisory Groups
    LIMRA And LOMA Welcome New Members To Its Retirement Plans And Workplace Benefits Advisory Groups

    Exploring how the industry can evolve to better serve employers while helping workers achieve holistic wellness

    LIMRA and LOMA welcomed new members to its Retirement Plans Advisory Board and Workplace Benefits Advisory Board. These advisory boards offer insight on the business challenges facing companies to help the association better understand and adapt its member benefits program to serve the evolving needs of its members.
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  • Brighthouse Financial Launches Suite Of Fixed Indexed Annuities Designed To Meet Multiple Retirement Portfolio Needs
    Brighthouse Financial Launches Suite Of Fixed Indexed Annuities Designed To Meet Multiple Retirement Portfolio Needs

    Safety from market loss, growth opportunities and income for life are among the features of Brighthouse SecureKeySM Fixed Indexed Annuities

    Brighthouse Financial, Inc. (“Brighthouse Financial” or the “company”) (Nasdaq: BHF) announced today the launch of Brighthouse SecureKey Fixed Indexed Annuities, a suite of single premium deferred fixed indexed annuities that can help clients keep their plans for retirement on track by providing features and benefits designed to fill multiple needs in a portfolio.
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  • Equitable Enhances EB360® Platform With Digital Onboarding
    Equitable Enhances EB360® Platform With Digital Onboarding

    Fully digitizing the benefits onboarding process for benefits brokers and employers

    Equitable, a leading financial services company and principal franchise of Equitable Holdings (NYSE: EQH), announced today that the company’s Employee Benefits business has enhanced its EB360® platform by fully digitizing the benefits onboarding process for benefits brokers and employers.
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  • Allianz Life Recognized For Inclusivity And Diversity In The Workplace
    Allianz Life Recognized For Inclusivity And Diversity In The Workplace

    Company added to both the Seramount and the Center for Economic Inclusion indexes for inclusive workplaces

    Allianz Life Insurance Company of North America (Allianz Life) has recently received two recognitions for its diversity, equity and inclusion initiatives in the workplace. The company was named to Seramount’s 2023 Inclusion Index and also ranked as a high scoring business in the private sector in the Center for Economic Inclusion’s 2023 Racial Equity Dividends…
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