Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
House Tax Package Could Allow for FSA-to-HSA Rollovers
By Allison BellThe Ways and Means proposal could also let clients roll cash from terminated HRAs into HSAs.
May 08, 2025
Fierce Annuity Competition Pushes Issuers to Stand OutEllen Cooper, Lincoln Financial's CEO, likes the idea of planting the product seeds inside walled gardens.
May 07, 2025
Commerce Secretary Howard Lutnick Has an Annuity. Here's How to TellSome clients tell the IRS about their annuities with one form — and the whole world with another.
May 06, 2025
How Clients Can Maximize College Financial AidThink wealthy clients can afford to ignore college planning? Think again.
May 06, 2025
Corebridge CEO: Annuity Market Pricing Is Still RationalKevin Hogan also talked about advisor moves to court customers who are still "in plan."
May 05, 2025
Annuity Issuers Ask Congress to Change the Tax Rules for Their BondsThe Secure Family Futures Act could make annuities simpler and cheaper for annuity issuers to offer.
May 02, 2025
Annuity Issuers' Ordinary Bonds Are Hard to Trade, Apollo's CEO WarnsThe private credit market is not the only fixed income market that looks thick to Marc Rowan.
May 02, 2025
Flourish Annuity Platform Marks Major ExpansionThe platform, launched in early 2024, now includes RILAs, fixed indexed annuities, variable annuities, income riders and more.