Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
This Tool to Keep Clients From Going Broke in Old Age Looks More Attractive Than Ever, Advisor Says
By John ManganaroHigh interest rates make makes QLACs look more attractive than they have in decades, advisor Joe Opiela says.
October 23, 2023
Could RILAs, Pension Risk Transfers Squeeze Life Insurers in a Crisis?Insurance regulators wonder if liquidity stress tests should consider more potential sources of pain.
October 23, 2023
Clients Are Asking AIs for Investment Ideas: Nationwide Tech ChiefEmerging systems could generate personalized annuity recommendations, says Jim Fowler, Nationwide's chief technology officer.
October 23, 2023
Help Plan-Sponsor Clients Meet the Demand for AnnuitiesThe participants want in-plan annuities. Other players are hesitating.
October 23, 2023
Treasury 10-Year Yield Tops 5% for First Time Since 2007The rise in yields means higher borrowing costs for businesses, which caused stocks to retreat early Monday.
October 19, 2023
Cannex: Income Annuity Shoppers Are Asking for Lower PremiumsThe average annual income "solve" increased 2.9%.
October 18, 2023
Ask the Retirement Expert: Michael Finke on Rethinking the 4% RuleClients often seek a black and white answer about how much spending is "safe," but retirement is messy.
October 17, 2023
Venerable Picks Russell, Franklin Templeton as Annuity Fund ManagersTim Brown, the Venerable RIA's CEO, said the sub-advisors add expertise and attractive funds.