Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
5 Types of Clients Who Should Consider Annuities
By Michael KazanjianSome need to hear the A word.
June 13, 2023
For Clients in Their 70s, Mortality Was Still High in Q4The total claim count looked better, but not as low as it was during a 2021 COVID-19 lull.
June 13, 2023
Top 12 States for the Newest Income Planning ProspectsIn these states, more people are aging into the prime retirement planning market.
June 12, 2023
New Bill Would Ease Use of Annuities as 401(k) Plan Default OptionsH.R. 3942 has a Democrat and a Republican as sponsors and strong support from TIAA.
June 07, 2023
California Annuity Sales Rule Bill Faces Consumer Group OppositionThe consumer groups want to require agents to disclose cash compensation.
June 06, 2023
Treasury Doom Trackers Watch the Office Key CardsThey see bad news for commercial real estate in the office swipe data.
June 05, 2023
IRS Makes Annuity Mortality Table Update, With a SmileThe agency will allow flexibility on timing, and decimal places.
June 01, 2023
Bermuda Offshoring Could Make Annuity Issuers Look Too Good: Moody'sThe rating agency says the rush to move business offshore comes with risks.