Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Why Your Client Walks Away From Annuities
By Howard E. SharfmanAn advisor’s advisor troubleshoots the sales process.
November 11, 2025
7 Things Fitch Says About Aquarian's $4.1B Brighthouse DealThe rating agency does not like Brighthouse's annuity guarantees.
November 11, 2025
How Annuities Can Help Retirees Fund Long-Term CareA new paper considers who benefits most from this strategy, what type of annuities to use and when.
November 07, 2025
Aquarian's $4.1B Brighthouse Deal Shows Annuity Party Is Still RollingThe private equity firm said it's making the acquisition with "committed financing," without adding to its debt.
November 06, 2025
New Bill Would Boost Social Security Benefits $200 Per Month"Social Security's modest benefits are essential, but they aren't keeping up with these exploding costs," a senior advocate says.
November 06, 2025
Advent of Weight-Loss Drugs Could Extend Retirement Savers' LivesReinsurance Group of America sees the medications as a force to watch carefully.
November 06, 2025
Voya and Corebridge Prepare for 401(k) 'Asset Recapture'For nonprofit employer plans, the financial services firm's rollover recapture rate is over 15%.
November 06, 2025
Aquarian Strikes $4.1B Deal for BrighthouseRecently, private equity firms have been acquiring life insurers for their stable capital and to boost their investment capabilities.