Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
New York Life Adds Fixed Annuity With Lifetime Withdrawal Guarantee
By Allison BellBuyers of the contract can get a guaranteed lifetime withdrawal benefit rider.
April 03, 2023
Watch Out When Using This Type of Trust: IRSThis kind of annuity trust can be misused by promoters, advisors and taxpayers trying to eliminate ordinary income and capital gains.
March 31, 2023
How the Consolidated Appropriations Act, 2023 Affects AnnuitiesIf you're looking for something to talk to clients about, the new federal law could fill the bill.
March 30, 2023
Cross Out More Ink Signature Requirements: IRI to NAICThe retirement services group says signing electronically should be the default.
March 30, 2023
New York Life to Team With YankeesThe marketing effort will include agents from the insurer's Target and Cultural Markets program,
March 28, 2023
Regulators Approve Guideline for Index-Linked Variable AnnuitiesAnother NAIC change could affect efforts to show clients how indexed universal life policies might work.
March 28, 2023
RetireOne to Sell Corebridge AnnuitiesThe two commission-free annuity products are geared toward fee-based RIAs and financial advisors.
March 28, 2023
12 States Where Working-Age Death Counts Are Still HighIn some states, for people ages 25 through 64, mortality still looks bad.