Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Tax Court Cites Life, Annuity Assets in 40% Penalty Ruling
By Allison BellThe judge found that a microcaptive arrangement was not adequately disclosed on the insured firm's tax return.
May 22, 2026
Should All Annuity Illustrations Assume a 5% Interest Rate?Using one arbitrary rate could keep the explanatory guides from looking like forecasts, a group told regulators.
May 21, 2026
Pacific Guardian Life to Acquire The Standard's Individual Annuities BusinessMeiji Yasuda owns both companies, and the deal could be a hint about what it will do next.
May 21, 2026
Life Insurance and Annuities Have Changed. So Should the AdviceThere are more versions of the tools, more options, and more items that need regular reviews.
May 20, 2026
IRS Starts to Implement a Long-Term Care Insurance Tax IncentiveThe new guidance will help employers remind employees that old age happens.
May 19, 2026
Trust in Financial Institutions Linked to Higher Wealth, Retirement Account UseHigh trust in Social Security and other government programs doesn't have the same correlation, researchers report.
May 19, 2026
BD Fined $100K Over Deferred VA ExchangesWorld Investments failed to supervise recommendations of annuity switches, FINRA finds.
May 14, 2026
Life and Annuity Issuers Add $346B to AssetsThe nest egg keepers now have about $6.1 trillion in their own portfolios.