Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
12 Insurers That Sold the Most RILAs in Q1
By Allison BellThese are the hottest issuers in one of the hottest financial services sectors.
June 20, 2025
Debate: Should Key Tax Bill Provisions Be Temporary?Several components of the working drafts in Congress are scheduled to leave the tax code after 2028.
June 20, 2025
Should These Clients Buy an Annuity? Two Case StudiesWhile not a fit for all clients, annuities can help address several common retirement planning concerns.
June 18, 2025
PNC to Pay $200,000 for Lax Annuity Exchange MonitoringThe firm failed to monitor reps’ rates of deferred variable annuity exchanges, FINRA said.
June 18, 2025
Social Security to Go Bust in 2033: Trustees ReportThe combined trust funds are on track to go broke one year earlier than projected in 2024.
June 17, 2025
Will Longevity Disrupt Traditional Retirement?Well, yeah. But everything may work out well, if clients understand what's happening.
June 17, 2025
One Move to Ensure ‘Pretty Good’ Lifetime Incomes: NBERWhile workplace retirement savers can opt into annuity investments, the picture brightens when that's automatic.
June 17, 2025
BDs Demand a Revamp of These FINRA RulesFINRA is conducting a broad review, and firms aren't mincing words on the changes they'd like to see.