Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Watch Out When Using This Type of Trust: IRS
By Melanie WaddellThis kind of annuity trust can be misused by promoters, advisors and taxpayers trying to eliminate ordinary income and capital gains.
March 30, 2023
New York Life to Team With YankeesThe marketing effort will include agents from the insurer's Target and Cultural Markets program,
March 28, 2023
Regulators Approve Guideline for Index-Linked Variable AnnuitiesAnother NAIC change could affect efforts to show clients how indexed universal life policies might work.
March 28, 2023
RetireOne to Sell Corebridge AnnuitiesThe two commission-free annuity products are geared toward fee-based RIAs and financial advisors.
March 28, 2023
12 States Where Working-Age Death Counts Are Still HighIn some states, for people ages 25 through 64, mortality still looks bad.
March 27, 2023
Volatility Shows Why Annuities Matter: Corebridge's PinskyThe head of individual retirement at Corebridge Financial says there's still time for clients to seek downside protection.
March 24, 2023
The Secret to a Better 4% Rule: Wade PfauA new approach looks at the risk retirement spending levels could fall below a specific amount 30 years out.
March 23, 2023
Falling Asset Values Could Put More Banks in JeopardyResearchers estimate that falling asset values could lead to deadly depositor runs at 186 financial institutions.