Insights by Tag:

Rilas

Regulation
Finra stresses compliance failures on Rila sales in annual report

17 Dec 2025

Finra stresses compliance failures on Rila sales in annual report

The US regulator has identified several violations of Regulation Best Interest (Reg BI) about registered index-linked annuity (Rila) sales practice in its oversight report.

Market
Guardian adds two crediting strategies to flagship Rila

10 Dec 2025

Guardian adds two crediting strategies to flagship Rila

Step-up trigger rate and capped participation and spread have been added to Guardian MarketPerform.

Products
Lincoln Financial restates innovation focus

24 Nov 2025

Lincoln Financial restates innovation focus

Inside the US$13 billion Lincoln Level Advantage (LLA) Rila.

Market
SRP Americas 2025: accessing advanced investment strategies

26 Sep 2025

SRP Americas 2025: accessing advanced investment strategies

Panellists at the US Annuities: Innovation, Complexity, Challenges and Performance in FIAs and Rilas panel discussed trends and opportunities in the US insurance and structured products market.

Market
Indexed annuity and life take centre stage in growth agenda US carrier

12 Sep 2025

Indexed annuity and life take centre stage in growth agenda US carrier

The life insurance and annuities provider is hoping to scale FIA, IUL and Rila products through organic growth and strategic acquisitions.

Products
Annuities roundup: Florida broker found in breach of Reg BI

04 Jun 2025

Annuities roundup: Florida broker found in breach of Reg BI

Also, US indexed annuity sales and Canadian life insurance premiums are out for Q1 2025; new indices and features are added for fixed index annuity and lifer.

Events
SRP Americas 2024: annuities soar on high rates, market competition

13 Sep 2024

SRP Americas 2024: annuities soar on high rates, market competition

Panellists discussed the booming FIA and Rila markets at the SRP Americas 2024 conference held in New Orleans, LA on 11 September.

Market
Annuities: Transamerica debuts new prop index

06 Jun 2024

Annuities: Transamerica debuts new prop index

In this week’s roundup, we look at the latest partnership around Annexus, Luma and The Index Standard besides a new First Trust Index.

Products
Lincoln Financial debuts Rila on active ETF

21 May 2024

Lincoln Financial debuts Rila on active ETF

The Pennsylvania-based insurer has launched a registered index-linked annuity (Rila) linked to an actively managed exchange-traded fund (ETF), in a first for the US market.

Market
TIS: 75% of FIA indices deliver positive returns

20 Feb 2024

TIS: 75% of FIA indices deliver positive returns

In 2023, 168 of the 225 indices tracked by The Index Standard (TIS) posted a positive return, adding to the momentum for fixed index annuities (FIAs).

Market
SRP in brief: wind in the sales

15 Jan 2024

SRP in brief: wind in the sales

Sales volumes increased in France. Elsewhere, the Korean regulator launched an investigation into banks and brokerage firms that sold ELS tied to HSCEI.

Products
Annuities: Equitable adds dual step-up feature to variable annuity

20 Dec 2023

Annuities: Equitable adds dual step-up feature to variable annuity

In this week’s annuities roundup, we look at the latest offerings at Equitable and Aspita, the quarterly IUL sales in addition to regulatory updates.