Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Variable Annuities, Death Benefits and the Uninsurable Estate Owner
By John Olsen, Michael E. KitcesAny robot can sell an annuity. You can untangle knots.
September 19, 2017
Meet the Annuity Trust on Bernie Sanders’ Hit ListSome wealthy families have used grantor-retained annuity trusts to minimize estate taxes.
September 19, 2017
3 Tech Strategies for Launching Annuities FasterIssuers may have to be prepared to continue to keep turning on a dime for many years to come.
September 18, 2017
ACLI and NAIFA Fear New DOL Attacks on CommissionsInsurers and producers fear the arrival of new regulations that could favor fee-based products.
September 18, 2017
Guardian Life to Relocate HQ to 10 Hudson YardsThe life insurer will fill about 148,000 square feet in the new building.
September 18, 2017
Cetera Taps Ex-AFLAC Marketer as CMOIt also brings back a large financial-institutions client with $507 million in brokerage assets.
September 18, 2017
Take Last-Ditch Obamacare Repeal Effort SeriouslyMaybe the 'Affordable Care Act status quo' isn't really all that stable.
September 18, 2017
Wall Street's Bond Gurus Have It All Wrong as QE Unwind LoomsThe economy may have a lot more influence than the Fed.