Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
FINRA Asks Members to Check RILA Disclosures
By Allison BellExaminers will also review marketing to customers who already own variable annuities.
January 24, 2023
5 New York State Annuity Bills to WatchOne could double the state income tax exemption for payments from individual retirement annuities.
January 23, 2023
5-Year Rollover Glut Has Swelled IRA Balances: CerulliThe research group expects the Secure 2.0 Act to drive continued strong rollover activity.
January 20, 2023
The Q4 2022 Life and Annuity Earnings CalendarIt's the time when the companies show the money.
January 19, 2023
The Retirement Plan OpportunityA veteran in the market says business owner and executive clients might welcome your advice.
January 19, 2023
AmeriLife Names Mike Vietri to Lead $7.2B Asset Wealth ArmNew York Life, Securian and MassMutual have also announced executive changes.
January 19, 2023
Kuvare and Aquarian Make Bermuda DealsOther recent life and annuity deals involve tech and size.
January 18, 2023
Who Benefits Most From Annuity Purchases?Well-designed variable deferred annuities with some equity exposure can enhance retiree well-being.