Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Case Study: Helping an Annuity Investor With 90% of Assets Locked Up
By Dinah Wisenberg Brin"Her financial anxiety was significant," Raman Singh said.
June 04, 2026
Rep in Hot Water Over Annuity Rider, Reverse Mortgage RecommendationsClayton K. Shum also engaged in undisclosed outside business activities and disclosed clients' personal information, FINRA states.
June 03, 2026
Two Democrats Lead in California Insurance Commissioner PrimaryOne has focused on property insurance; the other has introduced a health broker pay bill.
June 03, 2026
Greg Lindberg, Global Bankers Founder, Gets 12-Year Prison SentenceHe also faces a $1.655 billion restitution order, a $200 million forfeiture order and more litigation.
June 02, 2026
5 Insurers That Sold the Most MYGAs in Q1Two made up for a 36% year-over-year drop at the issuers that ranked in the top five in the first quarter of 2025.
May 29, 2026
Will Life Insurance Policies Be the New Annuities?Todd Buchanan wants advisors to think about the families of clients who have investments but no death benefits.
May 26, 2026
Tax Court Cites Life, Annuity Assets in 40% Penalty RulingThe judge found that a microcaptive arrangement was not adequately disclosed on the insured firm's tax return.
May 26, 2026
Annuities May Help Clients Live Longer: StudyA new paper suggests what experts already suspect: The products reduce stress and aid investments in health.