Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Some Clients Said 'No Thanks' to Traditional Variable Annuities in Q3
By Allison BellFear of market volatility pushed up sales of multi-year guaranteed annuities.
November 22, 2022
S&P Expects More Big Life Insurer 'Assumption Unlocking' ChargesWhile charges will make earnings reports based on generally accepted accounting principles look ugly, they will likely have little effect on issuer ratings.
November 22, 2022
5 Top Life and Annuity Q3 Strength IndicatorsThis fall, Morgan Stanley analysts saw some insurers do noticeably better than others.
November 18, 2022
Magic Johnson's Firm Powers New Long-Term Care EffortEquiTrust, an insurer Johnson controls, built Assured Allies elder wellness tech into a new annuity.
November 17, 2022
Life Insurers Should Get Used to an Inflationary World: Fitch EconomistBrian Coulton's scenario could be rotten for stocks but great for clients with fixed annuities.
November 17, 2022
U.S. Annuity Sales Could Reach All-Time High: CerulliThe rate environment, coupled with difficult market conditions, has led many advisors and their clients to consider annuities.
November 16, 2022
DPL Set to Distribute Corebridge Financial AnnuitiesCorebridge brings two commission-free annuity products to the DPL platform, both geared to fee-only financial advisors.
November 16, 2022
4 Retirement Tax Challenges to Consider During an Economic DownturnRocky markets hurt nearly and newly retired investors, but they also deliver key tax planning opportunities.