Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Quiz: Do You Know These Annuity Tax Facts?
By John ManganaroOnly the tax-savviest can ace this test, but all advisors can benefit from the refresher.
November 29, 2022
Clients Need Technology AND a Personal Touch: Citi Annuity Distribution ExecutiveChuck Cavanaugh sees himself as a financial health provider.
November 23, 2022
Some Clients Said 'No Thanks' to Traditional Variable Annuities in Q3Fear of market volatility pushed up sales of multi-year guaranteed annuities.
November 22, 2022
S&P Expects More Big Life Insurer 'Assumption Unlocking' ChargesWhile charges will make earnings reports based on generally accepted accounting principles look ugly, they will likely have little effect on issuer ratings.
November 22, 2022
5 Top Life and Annuity Q3 Strength IndicatorsThis fall, Morgan Stanley analysts saw some insurers do noticeably better than others.
November 18, 2022
10 Rich Countries That Took Big COVID-19 Life Expectancy HitsThis is one list you don't want to find yourself at the top of.
November 18, 2022
Industry Groups Press Lawmakers to Pass Secure Act 2.0If Secure Act 2.0 fails to get attached to a budget bill, the sweeping retirement bill "will languish" next year, says ERISA attorney Brad Campbell.
November 18, 2022
Magic Johnson's Firm Powers New Long-Term Care EffortEquiTrust, an insurer Johnson controls, built Assured Allies elder wellness tech into a new annuity.