Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
IRS Faces 2023 Audit of Its Own IRA Enforcement Efforts
By Allison BellThe audit could affect clients who take early IRA withdrawals, or who contribute too much.
October 24, 2022
How 30 Minutes on LinkedIn Can Help Advisors Stand OutThe Nassau Financial marketing chief says 90% of the agent profiles he sees need work.
October 21, 2022
Market Conditions Create a Fixed Annuity Buying OpportunityThe recent surge in fixed annuity sales isn't likely to subside anytime soon.
October 21, 2022
IRS Announces 401(k) Contribution Limits for 2023It also increased phase-out ranges for Roth and deductible traditional IRA contributions.
October 18, 2022
Why Are Customers So Unhappy With Life Insurance and Annuities?Here are the firms with the most, and least, satisfied life and annuity customers, according to J.D. Power.
October 14, 2022
Does U.K. Bond Volatility Matter to U.S. Life and Annuity Issuers?And five other questions for the third-quarter earnings release season.
October 13, 2022
Uptick in Product Surrenders Has Treasury Team on AlertA new report from the Federal Insurance Office looks at the causes of the money leak.
October 13, 2022
Athletes May Live a Very Long Time in Retirement: Idea FileRonnie Kaymore has clients who sign giant contracts, and face big career risks.