Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
'Social Security Is Not Going Away,' Industry Veteran Tells Advisors
By Rob BurgessA recent webinar addressed financial professionals' concerns over the program trustees' annual report.
June 12, 2026
PRO
Some Annuity Issuers Want to Sell Riders. Really.Now that the tools are back in stock, advisors and agents need to ensure clients are using them properly.
June 11, 2026
PRO
How to Explore Annuities' Private Credit HoldingsThe assets in life and annuity contracts "can materially influence both performance and risk," wealth advisor Ryan Patton says.
June 10, 2026
Annuity Issuers' World Still Looks Great to Top GraderCarmi Margalit, an S&P ratings executive, said the companies are operating in one of the most stable sectors.
June 10, 2026
Fidelity Picks Nationwide, New York Life for Target Date Lifetime Income ProgramThe new program will use a different legal framework than Fidelity's existing in-plan annuitization options.
June 10, 2026
PRO
How Worried Should Advisors Be About Social Security?Social Security "isn't going bankrupt," but advisors still have to help clients plan, retirement expert Jason Fichtner tells ThinkAdvisor.
June 09, 2026
PRO
Case Study: Helping an Annuity Investor With 90% of Assets Locked Up"Her financial anxiety was significant," Raman Singh said.
June 08, 2026
LPL Faces Suit Over Clients' PHL Life and Annuity HoldingsThe plaintiffs say LPL advisors "intentionally left them in the dark" about the issuer's finances.