Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Does a Charitable Trust Make Sense for Your Client?
By Roger WohlnerSecure 2.0 could lead to more clients using charitable remainder trusts. Here's what to know about these and similar vehicles.
December 29, 2022
The 10 Top Life and Annuity Stories of 2022Two items on the list rank higher than the COVID-19 pandemic.
December 29, 2022
Top 20 Life and Annuity Articles of 2022The most popular article was about group annuity account statements.
December 28, 2022
All the New Secure 2.0 and RILA Deadlines You Need to KnowThe IRS, SEC and DOL now have dozens of new RMD, IRA, annuity and defined contribution plan projects to start.
December 22, 2022
U.S. Mortality Surge Hit People Ages 35-44 Hardest in 2021: CDCFinal figures for the year show overall life expectancy fell again, to 76.4 years.
December 22, 2022
American Equity Rejects Offer From Elliott Investment-Backed InsurerProsperity says that, if it can get more information, it might offer a higher price.
December 22, 2022
12 Life and Annuity Changes in $1.7T Spending BillThe bill has several provisions to make it easier to annuitize workplace retirement plan assets.
December 21, 2022
9 Factors That Drive Annuity Purchase DecisionsAccording to new LIMRA data, what is important to annuity buyers varies significantly based on an investor's age and life stage.