Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Beware of Backtested RILA Performance
By David BlanchettRegistered index-linked annuities are complex, and advisors are increasingly looking to better understand their risks.
November 08, 2022
AmeriLife Agrees to Acquire Allianz Life Distribution ArmTruChoice and its Inforce affiliates have relationships with about 4,000 financial professionals.
November 07, 2022
IRS Expands 401(k) Tax-Favored Approval Process to 403(b)sCertain groups can soon use the same IRS process as qualified retirement plans when applying for tax-favored treatment.
November 07, 2022
Cash Flow Gaps Could Catch Life Insurers Off Guard: Financial ExaminerEdward Toy warns that the amount of money coming in can change quickly.
November 07, 2022
Hot Annuities Face SEC Form ReviewersFor one agency staffer, a major RILA turnoff is vanishing crediting rate strategies.
November 03, 2022
Lincoln Financial Aims to Rebuild Capital by Changing Sales MixThe company hopes to emphasize sales of "capital-light" products already on the shelves.
November 03, 2022
TIAA Agrees to Sell Its BankThe bank is being sold to Reverence Capital and others, so TIAA can focus on its retirement and asset management services.
November 03, 2022
Lincoln Financial Posts $2.6B Loss on Reserve and Goodwill ChangesProduct deposits increased by $1 billion, but a life benefits value update cost $2.2 billion.