Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Derivatives Collateral Calls Could Affect Life and Annuity Issuers: Moody's
By Allison BellWhen rates rise, companies may have to feed cash into hedging programs.
March 14, 2023
Big U.S. Life Insurers Have $1.7B Invested in Banks in News: Wells Fargo AnalystsAnalysts are also talking about real estate prices and and debt refinancing.
March 14, 2023
The 5 Elements of a Comprehensive Retirement PlanComprehensive financial and tax planning and monitoring throughout the retirement years can significantly extend the longevity of portfolios.
March 13, 2023
How Life and Annuity Issuers Could Get Silicon Valley Bank FluOne weakness in issuers' defenses could be contracts with low surrender charges.
March 13, 2023
Income Annuity Shoppers Might Be Splitting: CannexThe amounts for consumers who want benefits now and those who will wait seem to be moving in different directions.
March 10, 2023
Annuities Can Help Clients Fight InflationSocial Security adjusts benefits for inflation. So do some commercial annuities.
March 10, 2023
Biden Hopes to Tax 'Frozen Cash Value' Life ContractsThe proposal could have a retroactive effect on some wealthy estate planning clients.
March 09, 2023
A Retirement Recipe for Advisors Who Don't 'Cook'Popular consultant Marcia Mantell's latest book is for production-based advisors and agents whose clients need retirement help.