Finance

3 key learnings from Chase for Business' Make Your Move Summit to inspire business owners to make their next move in the year ahead

A new study finds that in 2019 and 2020 owners of a fixed indexed annuity (FIA) with a guaranteed lifetime withdrawal benefit (GLWB) were less likely to surrender their contracts than those without a GLWB.

Distressed investing is often characterized as a cyclical strategy dependent on macroeconomic factors that focuses primarily on the undervalued distressed debt of struggling companies that may require a restructuring through bankruptcy

The United States is getting older. By 2035, 76 million Americans will be aged 65 or above. That’s up from 58 million in 2022.

More Americans are retiring earlier than previous generations. According to a survey by the Federal Reserve Bank, their odds of retiring before age 62 rose to roughly 50% in July 2021, partly due to the pandemic.

Total fixed annuity sales increased 101% to $70.9 billion in the first quarter 2023, compared with prior year results. Every major fixed annuity product line experienced at least double-digit growth, according to LIMRA’s First Quarter 2023

While two-thirds of Americans report their lives have largely returned to normal following the COVID-19 pandemic, the 2023 Insurance Barometer Study shows a record-high proportion of consumers (39%) who say they intend to purchase

An eventful first quarter wrapped up last week. In today’s blog, we make seven market observations from first quarter performance and share our thoughts on what these performance trends could mean for our outlook.

Increasing demand for digital solutions has both non-financial businesses and fintechs alike delegating infrastructure and expertise of financial services to Banking-as-a-Service

If you’re a new investor, it can be helpful to know some common mistakes and how to avoid them —

Consumers seeking investment protection coupled with growth opportunity drive unprecedented sales

The last several years have been undeniably rocky, from political turmoil to navigating a global pandemic and its subsequent ramifications. Predictions for 2023 show we’re not quite out of the woods just yet.