Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Massachusetts Advisor, Firm to Pay $150,000 in Annuity Switching Case
By Melanie WaddellJeffrey Cutter and his firm failed to disclose significant upfront commissions and other conflicts of interest, a jury found.
February 18, 2026
Orion Adds DPL Tech to Advisor PlatformThe wealthtech firm is integrating annuity comparison and analysis tools into Orion Connect.
February 17, 2026
Tax Time Is Life and Annuity Trust Trap Time, Advisor WarnsHasty decisions about distributions or trustees could break delicate financial machinery.
February 17, 2026
Pacific Life Sold Complex IUL Policy as Retirement Strategy: LawsuitTwo retirees say they were induced to liquidate $1.5 million in savings to purchase an unsuitable insurance product.
February 13, 2026
U.S. Annuity Sales Blast Through Clouds, Climb 12%The ferocious competitors in the RILA market increased sales of those products 24%.
February 13, 2026
Ameriprise Sweetens Advisor Recruiting OffersCompetition with independent broker-dealers for advisors is still strong, but more measured, he said.
February 12, 2026
Lincoln Financial CEO Likes Fixed and Fixed Indexed AnnuitiesEllen Cooper wants to avoid competing on price in the RILA market.