Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Ex-NY Life Rep Falsified Annuity Applications: FINRA
By Melanie WaddellQi Hua Yang was fined and suspended for providing false account numbers as funding sources, according to the regulator.
August 07, 2026
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Why 'Breakeven' Framing for Social Security Claiming May Be 'Deeply Misguided'The way the decision is presented to retirees "dramatically shapes the decisions they make," economist Jeffrey R. Brown says.
August 06, 2026
Are Those Annuity Issuers OK?Executives talk about life in the multi-year guaranteed annuity contract sardine can.
August 05, 2026
Apollo CEO Calls for Tougher Annuity Issuer Capital RulesMarc Rowan warned that "regulatory arbitrage" could lead to issuer failures.
August 05, 2026
Jackson Might Buy a Life InsurerDon Cummings, the annuity giant's incoming CEO, says he likes the idea of diversification.
August 04, 2026
Social Security Fixes: The Bad and the UglyIt comes down to raising taxes (unpopular) or cutting benefits (even less popular). But there's an even worse option.
August 04, 2026
Sammons to Get a Homegrown Chairman and CEORob TeKolste, Esfand Dinshaw's chosen successor, has been with the employee-owned annuity issuer since 1999.
July 30, 2026
New Research Challenges 4% Rule With Hybrid ApproachPartial annuitization combined with market exposure outperforms other scenarios, a study suggests.