Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
SEC Investigating Florida Advisor Facing Millions in Lawsuits: Report
By Melanie WaddellMichael Watkins is accused of defrauding 13 clients.
August 24, 2026
Annuity Players Should Use AI to Watch the Game, Marketer SaysSeth Friedman wants the industry to supplement due diligence with "living institutional intelligence."
August 21, 2026
Life, Health and Annuity Issuers Are Still HiringMost participants in the latest Jacobson-Aon insurance labor market survey expect revenue growth over the next 12 months.
August 18, 2026
Annuity Owner Offers NAIC a Revised Annuity Buyer's GuideHe likens the current draft to "a quick-start guide for a chainsaw that omits all safety and protective gear warnings."
August 17, 2026
Regulators Save Annuity Buyer Access to Issuer Risk-Based Capital ScoresThe NAIC has backed off from a proposal that could have hidden a key soundness indicator.
August 14, 2026
State Regulators OK Annuity Disclosure Model Overhaul ProjectThe project could change what annuity sellers and advisors hand to clients.
August 11, 2026
LPL Asks Court to Dismiss Suit Over an Annuity From a Troubled IssuerThe independent broker-dealer says that it had a brokerage relationship with the purchaser, not an advisory relationship.
August 11, 2026
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Meet the Middle MarketNational Life Group CEO Mehran Assadi looks at the art of building a big business, one small account at a time.