Could an 'insurance overlay' help managed accounts in retirement? [Yahoo! Finance]

Prudential Financial, Inc. (PRU)
Last prudential financial, inc. earnings: 2/4 04:18 pm
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Source: Yahoo! Finance
A protective "wrapper" in the form of a contingent deferred annuity enables an advisor to keep client assets under their management with the investments of their choice while offering insurance against depleting the savings too quickly, according to Keith Golembiewski, the director of annuity research with industry research organization LIMRA . Insurance companies are beginning to roll out more contingent deferred annuities — which are in "the first inning of the game," as Golembiewski put it — in an effort to cater to more independent advisors who have traditionally avoided moving assets out of their managed accounts. "That's potentially what we could see in the future, these wrappers around various investment options that could be more attr
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PRU
Earnings
- 2/4/25 - Miss
PRU
Sec Filings
- 3/27/25 - Form ARS
- 3/27/25 - Form DEF
- 3/26/25 - Form 424B2
- PRU's page on the SEC website