Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Ask the Retirement Expert: Michael Finke on Rethinking the 4% Rule
By John ManganaroClients often seek a black and white answer about how much spending is "safe," but retirement is messy.
October 13, 2023
Best & Worst Annuity and Life Insurance Providers: J.D. Power, 2023Satisfaction is rising as more clients start using life insurance and annuities for financial planning.
October 12, 2023
Fed Sets Annuity-Friendly Capital Rules for Insurers It RegulatesOne governor says the new measure gives too much authority to the Fed staff.
October 12, 2023
Here's One Way to Protect Near-Retirees From Market Shocks: Wade PfauNear-retirees with significant bond allocations can be steered off course by a rapid rise in interest rates.
October 12, 2023
Allianz Life Faces Annuity Owner SuitThe plaintiff says the insurer should have explained why it cut off ties to her advisor.
October 10, 2023
Prosperity Life to Buy Annuity Issuer for $1.9BPaul Singer's Elliott Management owns a majority stake in National Western Life's buyer.
October 10, 2023
MOVEit Breach Suits Against Genworth, TIAA and Others Head to BostonJudge Allison Burroughs will oversee pretrial proceedings for about 100 federal cases linked to the cyberattack.
October 06, 2023
More Than Cash: Social Security Buffers Longevity RiskReframing claiming decisions accordingly can help individuals facing greater uncertainty over their lifespans make better choices.