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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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LIMRA

In network coverage since September 17, 2026 · 16+ stories
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RIA

Insurers rank IBDs above RIAs for annuity growth

Goldman survey finds 33% pick RIAs, down from 45%; Cerulli puts commissionable insurance use at 15% of independent RIAs.
The Wrap · Oct 22Plan sponsors rank 401(k) education a top concern as workers lose track of old plans
Products & portfolios · Oct 21Advisors Put Annuities in Bond Sleeves as Retail Sales Reach $464 Billion
Retirement Advisers · Oct 15LIMRA: 77% of advised pre-retirees feel highly prepared for retirement vs. 47% without
Practice management · Oct 14LIMRA: Only four in 10 pre-retirees work with a financial professional
Income & Annuities · Oct 14Only four in 10 pre-retirees work with an adviser, LIMRA finds
Tax & estate planning · Oct 7Harris poll: 85% of workers 40–61 find guaranteed monthly retirement income appealing
Income & Annuities · Oct 7Harris Poll: 85% of workers 40-61 rate guaranteed monthly income appealing; 23% own annuities
The Wrap · Oct 7ERIC and NAGDCA ask IRS to route Saver's Match through plan rollover systems
Investments · Oct 7Transamerica pooled plans reach $34.2 billion, shifting the focus to retirement income
The Wrap · Oct 6Halbert Hargrove's four-annuity plan exposes annuity fee gap
Practice management · Oct 5Northwestern Mutual survey: 61% expect long-term care, 54% have not planned for it
Retirement 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
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