Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
7 Facts Americans Get Wrong About Social Security
By Allison BellEven high-income clients care about the program, but many don't know much about it.
August 21, 2025
Fed Interest Rate Team Worries About Some of Annuity Issuers' AssetsAdvisors to a committee that sets short-term interest rates are worrying about insurers' private credit portfolios.
August 20, 2025
Could Annuity Issuer Bond Portfolio Groupthink Crash the Market?Insurers with the same asset managers do sync up, but the impact has been small, Fed economists find.
August 18, 2025
Tax Court Rules Against Micro-Captive Case Involving Life and Annuity AssetsThe judge put off deciding whether to apply a 40% penalty related to economic substance questions.
August 15, 2025
30% of Life and Annuity Issuers Cut Staffing in Past Year: SurveyBut, hiring data shows, they are increasing growth projections and are desperate for technology and analytics talent.
August 14, 2025
Firm Hit by MOVEit Data Breach May Settle for $8.5MThat will cover 1.2 million affected people and could hint at what's ahead for people in other litigation classes.
August 13, 2025
Helping Gen Z Retire Without Becoming 80-Plus InfluencersJust a few years ago, they were children. In not so very many years, they will retire.
August 12, 2025
Nationwide Picks Hawley to Succeed Carter as Financial Services HeadCraig Hawley, who has been with the company since 2000, has been leading the annuity unit for a year.