Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
DOL Pushes Insurance Officials on Fiduciary Duty vs. Best Interest
By Melanie WaddellDuring a hearing on Labor's new fiduciary rule, Labor asked insurance industry advocates to explain the difference.
December 27, 2023
Getting Deeper Into AnnuitiesYou already help a few clients use these tools. What if you want to do that more often?
December 27, 2023
When the Social Security Administration OverpaysThe agency could try to claw cash back from your clients.
December 27, 2023
15 Predictions for Life and Annuity Professionals in 2024 and BeyondWhat does the future hold? Here are the forecasts of rating agencies, insurers, researchers and others.
December 26, 2023
Parent Problems Put AnnuityNet in PlayZinnia has put a $400 million floor on the distribution system firm's price.
December 22, 2023
Fall COVID-19 Surge ContinuesEarly signs are that the impact may be higher in California, Illinois, Michigan and North Carolina.
December 21, 2023
Senate Democrats Press DOL for More Time on Fiduciary Rule CommentsThe proposal has "serious implications and potential repercussions," the senators wrote.
December 21, 2023
New IRS Secure 2.0 Notice Affects Terminally Ill ClientsThe change applies to savers with 84 or fewer months to live.