Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
NAIC Creates a Retirement Security Working Group
By Allison BellThe District of Columbia commissioner will be the group's first chairman.
August 02, 2019
Individual Life Has Assumption-Change Headaches: PrudentialLincoln Financial, meanwhile, is talking about the effects of falling rates on annuities.
August 02, 2019
Variable Annuity Rider Benefits Value May Be Up Sharply: HedgenessA new batch of data suggests that expense levels are converging around 3.2%.
August 02, 2019
New York State Implements Best-Interest Standard for Annuity SalesExpected next year: a New York state fiduciary rule for securities sales.
August 01, 2019
Tell Clients About Sequence of Returns RiskThe author takes a hard look at Trish and Roberto, and finds that Roberto has problems.
August 01, 2019
Should Advisors Use Annuities for Their Clients?Advisors are divided about the use of annuities. Some advisors don't use them at all and the ones that do can be divided over what type to use.
July 31, 2019
What the Heck Is a 'Financial Instrument': Annuity Model CommenterBirny Birnbaum says a proposed notice update would make indexed annuities a wrapper for... anything.
July 31, 2019
Advisors' Advice: Are Annuities Worth It?Six advisors told us how they use — or avoid — annuities for their clients.