Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Senate Passes RILA Annuity Bill
By Melanie WaddellThe bill would direct the SEC to create a new registration form to replace the "largely inapplicable forms" currently used.
December 05, 2022
Quiz: Do You Know These Annuity Tax Facts?Only the tax-savviest can ace this test, but all advisors can benefit from the refresher.
December 05, 2022
Are Advisors Underestimating Their Clients' Retirement Anxiety?A survey finds investors reporting high anxiety but only 23% of advisors saying their retirement clients are "very anxious."
December 04, 2022
Immediate Annuity Shoppers Look for 13% More Income: CannexThe increase in the private retirement income target is much larger than the 2023 Social Security COLA.
November 29, 2022
10 Top Annuity Bills of 2022, So FarThe one most relevant to retail advisors, the EARN Act, is still awaiting floor action.
November 29, 2022
Clients Need Technology AND a Personal Touch: Citi Annuity Distribution ExecutiveChuck Cavanaugh sees himself as a financial health provider.
November 23, 2022
Some Clients Said 'No Thanks' to Traditional Variable Annuities in Q3Fear of market volatility pushed up sales of multi-year guaranteed annuities.
November 22, 2022
S&P Expects More Big Life Insurer 'Assumption Unlocking' ChargesWhile charges will make earnings reports based on generally accepted accounting principles look ugly, they will likely have little effect on issuer ratings.