Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Prudential Joins Effort to Sell New Way to Tap Retirement Assets
By Allison BellThe company is teaming up with FIDx and DFA to create an "insurance overlay" for the assets clients already have.
January 08, 2025
Private Credit Market Player Closes on Nassau Financial InvestmentGolub Capital is now the annuity issuer's leading minority shareholder.
January 07, 2025
How Do You Get Clients to Care About the Future?A Prudential planner has tips for making a distant retirement year come into focus.
January 06, 2025
4 Bills That Could Boost Annuities in 2025Trade groups are pushing to make it easier to buy annuities with retirement plan assets.
January 03, 2025
New York State Bill Could Double Annuity Income Tax Exemption for Older ResidentsThe proposed increase would apply to taxpayers 59 1⁄2 and older.
December 31, 2024
Offer Fee-Only Advice at the Worksite: WealthrampCEO Pam Krueger thinks that 401(k) plan participants should be able to meet a real holistic planner.
December 31, 2024
The MYGA as a Bond AlternativeRegistered index-linked annuities have been getting most of the attention — but there is another option.
December 30, 2024
S&P 500’s 2024 Rally Shocked ForecastersPessimistic equity strategists have continued to be caught off guard by the market’s twists and turns.