Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Should All Annuity Illustrations Assume a 5% Interest Rate?
By Allison BellUsing one arbitrary rate could keep the explanatory guides from looking like forecasts, a group told regulators.
May 20, 2026
IRS Starts to Implement a Long-Term Care Insurance Tax IncentiveThe new guidance will help employers remind employees that old age happens.
May 19, 2026
Trust in Financial Institutions Linked to Higher Wealth, Retirement Account UseHigh trust in Social Security and other government programs doesn't have the same correlation, researchers report.
May 19, 2026
BD Fined $100K Over Deferred VA ExchangesWorld Investments failed to supervise recommendations of annuity switches, FINRA finds.
May 14, 2026
Life and Annuity Issuers Add $346B to AssetsThe nest egg keepers now have about $6.1 trillion in their own portfolios.
May 14, 2026
40% of Retirees Under 80 Rarely or Never Use EmailHalf search the web for information less than once a month, and only 23% make regular use of social media, according to a new survey report.
May 11, 2026
Transamerica Loses Appeal in Annuity Income Payment CaseThe owner planned to use the annuity for the tax benefits and cash in before income came out.
May 11, 2026
Widow Wins $1.2M From UBS Over Annuity, Margin LoanThe advisor's recommendations and management style resulted in the client "essentially breaking even" over 11 years, her lawyer says.