Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Global Atlantic, MassMutual Put 25% of Bond Allocations in Privately Rated Assets: Moody's
By Allison BellWhile returns may be higher, outsiders' view can be blurrier, the rating agency says.
June 18, 2025
PNC to Pay $200,000 for Lax Annuity Exchange MonitoringThe firm failed to monitor reps’ rates of deferred variable annuity exchanges, FINRA said.
June 18, 2025
Social Security to Go Bust in 2033: Trustees ReportThe combined trust funds are on track to go broke one year earlier than projected in 2024.
June 17, 2025
Will Longevity Disrupt Traditional Retirement?Well, yeah. But everything may work out well, if clients understand what's happening.
June 17, 2025
One Move to Ensure ‘Pretty Good’ Lifetime Incomes: NBERWhile workplace retirement savers can opt into annuity investments, the picture brightens when that's automatic.
June 17, 2025
BDs Demand a Revamp of These FINRA RulesFINRA is conducting a broad review, and firms aren't mincing words on the changes they'd like to see.
June 17, 2025
Bonds Rise on Bet of at Least One Fed Cut in 2025The U.S. Treasury market has risen 2.3% so far this year, according to a Bloomberg gauge.
June 17, 2025
12 Insurers That Sold the Most Annuities in Q1Sales of individual annuities cooled after a hot 2024.