Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
10 Worst States for Retirement Income Shortfalls
By Michael S. FischerPre-retirees in these states could likely use some professional help making the numbers add up.
July 14, 2025
A Conference's Message: To Reach the Next Level, Ask the Right QuestionsAt Affiliated Advisors’ recent Advance gathering, conversations centered on asking "Who?" instead of "How?"
July 11, 2025
Court Rejects Part of Frozen DOL Rollover RuleThe judge accepted the argument that one rollover transaction cannot start an "ongoing advice relationship."
July 10, 2025
4 Ways Tariffs Could Hurt Annuity IssuersSwiss Re institute analysts dismiss arguments that life insurers are immune to trade war pain.
July 09, 2025
Court Fines Annuity Holder for Arguing Income Taxes Are VoluntaryThe judge added a $1,000 frivolous-position penalty to the total the taxpayer owed.
July 07, 2025
5 Forces That Could Shape How Trump's New Tax Law Really WorksWhat clients see today could be much different from what they see later.
July 02, 2025
4 Life and Annuity Provisions Missing From the Big Tax PackageSometimes, the sections of legislation that matter the most are the parts that aren't there.
July 02, 2025
Corebridge and Venerable Make $51B Variable Annuity DealThe practical effect is that Corebridge can focus more on the business it wants to write now.