Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Insurtech Is the Consumer's Annuity Edge
By David NowakHow can you meet regulators' new product comparison expectations? A tech pioneer raises his hand…
March 19, 2024
DOL Fiduciary Shift Could Apply During Long Litigation BattleAnnuity issuers and producers must prepare to comply, even if just temporarily, lawyers warn.
March 19, 2024
New York Life Names Matt Wion to Lead Retail AnnuitiesHe will take charge of a business that generated $19 billion in annuity sales in 2023.
March 18, 2024
Will RIAs Start Using Fixed Rate Annuities in Portfolios?The products represent a relatively attractive way to increase portfolios' potential risk-adjusted, after-tax returns.
March 18, 2024
States to Send New CEO Into Annuity Sales Standards FightThe NAIC has picked Gary Anderson of Massachusetts to lead its staff.
March 13, 2024
NAIC Fills in the Annuity Suitability Passage MapThe United States is six jurisdictions away from having what could be a uniform set of annuity sales standards.
March 12, 2024
Income Planning and Health: Life Expectancy Affects SavingHealthView develops forecasts to estimate how much advisors' clients will spend on health care as they age.
March 11, 2024
Immediate Annuities Can Help Some High-Net-Worth Clients: Tax AttorneyFor some, Jack Elder says, protecting invested assets might be worth generating additional income taxes.