Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
COVID-19 Creeps Toward Life Insurance Tax Accounting
By Allison BellFor life insurance purposes, actuaries are assuming that the picture for some could still be gray.
September 27, 2024
Moshe Milevsky: What Investors Did Better 300 Years AgoThe professor discusses helping clients pick an annuity, why RIAs aren't embracing annuities and a little financial history.
September 26, 2024
Sen. Warren Lists 29 Life, Health and Annuity Sales IncentivesShe doesn't like the incentives, but you might.
September 25, 2024
How New IRS Annuity Rules Could Cause ConfusionAn insurer group worries about how RMDs will change for people who annuitize just some of their assets.
September 25, 2024
The Tax Cuts and Jobs Act Could SunsetMaybe you know that. Do your clients know that?
September 23, 2024
How In-Plan Annuity Sales Could Help Retail AdvisorsThe sales effort will reach some people who do have big nest eggs.
September 23, 2024
Annuity Issuers Try to Talk the Same Tech Language, for RealThe companies hope more uniformity will make recommending the products less of a chore.
September 23, 2024
DOL Appeals Two Rulings Halting Fiduciary RuleTwo federal court decisions temporarily stopped the rule from taking effect.