Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
How New IRS Annuity Rules Could Cause Confusion
By Allison BellAn insurer group worries about how RMDs will change for people who annuitize just some of their assets.
September 23, 2024
How In-Plan Annuity Sales Could Help Retail AdvisorsThe sales effort will reach some people who do have big nest eggs.
September 23, 2024
Annuity Issuers Try to Talk the Same Tech Language, for RealThe companies hope more uniformity will make recommending the products less of a chore.
September 23, 2024
What the Fed's Rate Cut Means for Life and Annuity Bulls and BearsA longtime agent has ideas for how to present the news to clients.
September 23, 2024
DOL Appeals Two Rulings Halting Fiduciary RuleTwo federal court decisions temporarily stopped the rule from taking effect.
September 19, 2024
Fed Rate Cut Could Speed Up Some Annuity SalesClients who have been uncertain may now rush to lock in good rates, Jack Elder predicts.
September 19, 2024
Help Clients Diversify a Portfolio With AnnuitiesSome clients have nerves of steel. Others don't.
September 18, 2024
Income Lab Launches Head-to-Head Annuity Evaluation ToolsThe new features integrate directly with the provider's existing suite of retirement planning functions.