Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Annuity Constraints Can Be the Client's Friend
By Allison BellMike Reidy, Security Benefit's distribution leader, says fit matters more than glitz.
September 14, 2023
Fidelity, BofA, Others Face New Lawsuit Over MOVEit Data BreachFinancial, software and data processing firms failed to properly safeguard consumers' personal data, the suit alleges.
September 12, 2023
TIAA Thought Leader Goes Solo to Help Advisors Use AnnuitiesFormer TIAA managing director Tamiko Toland says the time is right to double down on the annuity question.
September 12, 2023
10 States Where Annuity Sales Rules Still Look DifferentAny lingering conflicts between the states could help the SEC expand its reach.
September 12, 2023
Asset Protection Tops Portfolio Growth in New Advisor SurveyAn Insured Retirement Institute survey sheds new light on the evolving relationship between advisors and their clients.
September 12, 2023
12 Worst States for COVID-19 ICU TrendsIn five states, counts increased by more than 50% in just one week.
September 08, 2023
T-Bills vs. Treasury Bonds: Which Should You Pick When the Yield Curve Inverts?Treasury bill returns are predictable with little risk, but longer-term bond returns are unpredictable and volatile.
September 08, 2023
Annuity Riders, ExplainedIt's important to weigh the cost of an annuity rider against the potential benefits.