Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
American Equity Rejects Offer From Elliott Investment-Backed Insurer
By Allison BellProsperity says that, if it can get more information, it might offer a higher price.
December 20, 2022
NAIC Task Force Adopts Index-Linked Variable Annuity GuidelinesThe industry may finally adopt a standard name for this variable-annuity product.
December 20, 2022
12 Worst States for November DeathsIn six states, mortality was more than 20% higher than the pre-pandemic average.
December 20, 2022
Here's What Makes an Annuity 'Optimal' for ClientsStrategies that balance key behavioral and economic issues will likely provide the greatest benefit to retirees.
December 20, 2022
10 Ways Secure 2.0, Part of Spending Bill, Changes Retirement PlanningAmong them: an increase in the RMD age and 529 plan-to-Roth IRA rollovers.
December 20, 2022
4 Ways the Annuity Sales Process Is BrokenA FIDx marketing executive diagnoses the aches and pains.
December 19, 2022
RGA Completes $1.7B Annuity Longevity Swap With Western & SouthernAn RGA exec says the company sees increasing U.S. demand for longevity risk management arrangements.
December 16, 2022
Insurtech Startups Pivot Toward Supporting the Agents: Afficiency ExecMark Scafaro says the firms learned that life insurance really is, usually, sold, not bought.