Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Fixed Annuity Sales Rocket Higher in Q3
By Allison BellIssuers increased guaranteed rates as the volatility of alternatives increased.
October 26, 2022
The Holistic Advisor AdvantageA Northwestern Mutual distribution executive says seeing the big picture gives you an edge, in a down market and beyond.
October 26, 2022
IRS Faces 2023 Audit of Its Own IRA Enforcement EffortsThe audit could affect clients who take early IRA withdrawals, or who contribute too much.
October 25, 2022
4 Major Themes That Will Shape the DC Retirement Market in 2023Plan sponsors will need help to ensure that they are meeting the needs of employees and retirees.
October 25, 2022
Top State Court Revives New York Annuity Sales StandardsThe new ruling hinges on the meaning of terms such as "recommendation" and "best interest."
October 24, 2022
How 30 Minutes on LinkedIn Can Help Advisors Stand OutThe Nassau Financial marketing chief says 90% of the agent profiles he sees need work.
October 21, 2022
Market Conditions Create a Fixed Annuity Buying OpportunityThe recent surge in fixed annuity sales isn't likely to subside anytime soon.
October 21, 2022
IRS Announces 401(k) Contribution Limits for 2023It also increased phase-out ranges for Roth and deductible traditional IRA contributions.