12/02/2025
As we head into 2026, advisors are asking: “What’s next for annuities now that rates are coming down?”
Matt Cross, SVP, Director of RIA Strategy, Annuities, shared his insights on how the market is shifting, from the slowdown in 1035 exchanges to the rising popularity of RILAs and the operational efficiencies AI is bringing to the industry. The common thread? Investors are moving from chasing yield to prioritizing protection.
If you work with clients on retirement planning or income strategies, these five trends are already shaping conversations for 2026.
Read the full article here.
Have questions about how these trends might impact your practice? Reach out to Matt Cross to learn more.
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