Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
7 Annuity Exclusion Ratio Basics to Know
By Allison BellHow clients apply the rules depends on the types of annuities they own.
July 21, 2023
Prudential Overcomes Federal Appeal in Annuity Design CaseCase documents show how firms created and presented a product proposal.
July 20, 2023
MOVEit Data Breach Hits 30 Colleges via TIAA, Other VendorsThe Teachers Insurance and Annuity Association of America's vendor, PBI Research, used the software and experienced a "cybersecurity incident."
July 20, 2023
Bain Creates $1.15B Insurance Private Equity FundSome of the investments could involve carve-outs and turnarounds.
July 19, 2023
Constellation Launches AuguStar Annuity BusinessThe company has Canadian pension fund backing and Ohio National's old operations.
July 19, 2023
Nassau Financial Forms $8.4B Specialty Credit ArmThe business will invest in the "performing and opportunistic" loan and bond markets.
July 19, 2023
Fidelity Starts an Annuity Reinsurer in BermudaFidelity says the new unit, Soteria Re, will start by reinsuring the company's own business.