Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Help Plan-Sponsor Clients Meet the Demand for Annuities
By Michael KazanjianThe participants want in-plan annuities. Other players are hesitating.
October 18, 2023
Ask the Retirement Expert: Michael Finke on Rethinking the 4% RuleClients often seek a black and white answer about how much spending is "safe," but retirement is messy.
October 17, 2023
Venerable Picks Russell, Franklin Templeton as Annuity Fund ManagersTim Brown, the Venerable RIA's CEO, said the sub-advisors add expertise and attractive funds.
October 17, 2023
SEC Commissioner Concerned About Insurers' Broadly Syndicated LoansCaroline Crenshaw worries about the possibility that insurers or other investors could pile up hidden BSL risk.
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.