Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Court Rejects Part of Frozen DOL Rollover Rule
By Allison BellThe judge accepted the argument that one rollover transaction cannot start an "ongoing advice relationship."
July 07, 2025
5 Forces That Could Shape How Trump's New Tax Law Really WorksWhat clients see today could be much different from what they see later.
July 02, 2025
4 Life and Annuity Provisions Missing From the Big Tax PackageSometimes, the sections of legislation that matter the most are the parts that aren't there.
July 02, 2025
Corebridge and Venerable Make $51B Variable Annuity DealThe practical effect is that Corebridge can focus more on the business it wants to write now.
June 30, 2025
The Rise of Human-AI Teams in Life InsuranceAI can elevate consumer trust by making Reg BI possible.
June 27, 2025
7 Indicators of Clients' Current Level of FearInvestors have been through a lot. They must be calm this time. Right? Well ...
June 25, 2025
12 Sweet Ideas Shaping Annuities NowSome of the changes add sprinkles. Some create entirely new flavors.
June 25, 2025
10 New Stats on How 5M Americans Save for Retirement: VanguardAccess to professional financial advisors and automated plan designs are boosting workers' wealth accumulation.