Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
SEC Answers a Comment About Tax Talk in Annuity Ads
By Allison BellThe agency told a frustrated lawyer that the wisdom he seeks is already expressed in Rule 156.
August 12, 2024
U.S. Deaths Still 7% Over Pre-COVID Norm in Q2A large majority of the extra deaths were attributed to causes other than COVID.
August 08, 2024
'Silver Wave' Isn't the Only Factor Boosting AnnuitiesLIMRA projects an increase in annual annuity sales to as much as $378 billion, Principal's Sri Reddy says.
August 07, 2024
Escape From the QLAC: IRS Clarifies Rules on Longevity Annuity ExchangesWhat if a client buys one of the new-generation deferred income annuities and wants to replace it?
August 07, 2024
5 Reasons Annuity Surrenders Can Be a Good ThingEarly terminations can benefit clients and the company when the economic winds shift, F&G CEO Chris Blunt says.
August 06, 2024
TIAA, Morningstar Accused of Funneling Assets to Proprietary ProductsPlaintiffs say the two firms improperly steered retirement plan investors toward profitable in-house vehicles.
August 05, 2024
Pru's U.S. Chief Enters August Storms With Sunny Annuity NumbersCaroline Feeney expects the company's registered index-linked annuities to work well in all weather.
August 05, 2024
Why Offer Fixed Annuities? Corebridge CEO ExplainsKevin Hogan likes selling products that help retirees and retirement savers sleep at night.