Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
15 Predictions for Life and Annuity Professionals in 2024 and Beyond
By Allison BellWhat does the future hold? Here are the forecasts of rating agencies, insurers, researchers and others.
December 21, 2023
Senate Democrats Press DOL for More Time on Fiduciary Rule CommentsThe proposal has "serious implications and potential repercussions," the senators wrote.
December 21, 2023
New IRS Secure 2.0 Notice Affects Terminally Ill ClientsThe change applies to savers with 84 or fewer months to live.
December 21, 2023
Advisors May Have Little Power to Bridge the Annuity DivideResearch suggests that financial professionals' positive recommendations do not greatly influence clients to purchase the products.
December 21, 2023
How Interest Rate Cuts, Falling Inflation Could Affect Clients in or Near RetirementLower interest rates and lower inflation are generally positive factors for investors as they leave the workplace.
December 21, 2023
Why the DOL Hearings Generated More Heat Than LightMaybe the fiduciary definition proposal weakens the fiduciary concept.
December 19, 2023
The Time to Buy a Fixed Indexed Annuity Is NowAn annuity distribution executive sees sunny weather ahead.
December 19, 2023
Market for These Annuities Looks 'Exceptionally Robust': EquitableRobin Raju, the chief financial officer, sees opportunities ahead for disciplined investors.