The 2026 Life and Annuity Advisor's Almanac
By Allison BellHere's a collection of facts, data and predictions for the new year.
December 29, 2025
2026 Annuity Outlook: Safety FirstA Global Atlantic executive talks about product trends.
December 28, 2025
2026 Disability Insurance Outlook: Executive BenefitsThe idea of protecting people's most valuable asset could have friends at the top.
December 26, 2025
Bitcoin's Slide Sets Up an Unusual Tax Harvesting OpportunityIf losses exceed gains, up to $3,000 can be deducted from ordinary income each year, with any additional losses being carried forward.
December 24, 2025
Tax Court Ruling Involves MassMutual Whole Life Policy LoansThe policy owners received one amount. The Form 1099-R showed another amount.
December 24, 2025
Millionaire Tax Plan Marks Growing Interest in Wealth LeviesDemocrats in Washington state and beyond are exploring more taxes to address the country’s widening wealth gap.
December 23, 2025
Many Americans Aren’t Looking Forward to a Happy New Year: SurveyNearly half are more stressed heading into 2026 than they were 12 months ago, Allianz Life finds.
December 23, 2025
NAIC Adopts Annuity Sales Rule Guidance UpdateThe move is part of the effort to move to a best-interest standard, from a suitability standard.