Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
LPL Faces Complaint About Annuity Guaranty Fund Advice
By Allison BellPlaintiffs in a suit over a PHL contract maintain that a financial professional should have talked about the state protection limit.
September 25, 2026
Insurance Regulators Respond to Sen. Warren's Letter About Their WorkTop NAIC officers say have been strengthening asset reporting rules since 2022 and have finished and started many other updates.
September 24, 2026
Congressional Office Looks at Private Equity Firms' Role in InsuranceCRS analysts suggested that lawmakers could give an existing federal agency more authority — or create a new federal insurance regulator.
September 23, 2026
Apollo CEO Marc Rowan Welcomes Insurance Regulators' 'Wake-Up Moment'He thinks a tougher approach to counting capital will increase trust in the industry.
September 23, 2026
Delaware Life Faces Federal Suit Over Asset ReclassificationA Miami resident is seeking class-action status for a case involving allegations about the investments supporting the annuity he purchased.
September 22, 2026
AM Best Downgrades A-Cap Annuity Issuers Atlantic Coast Life and Sentinel SecurityThe rating agency is still open to the possibility that a capital raise and corporate restructuring could help the companies.
September 18, 2026
Short-Seller Comes After Annuity Issuer Jackson FinancialQVT — which will make money if it can push Jackson's share price down — is raising questions about a reinsurance captive.
September 18, 2026
Why Some Clients Really Need Their LattesMarketing specialist Katie Thomas explains the gap between how financial professionals think and how clients and prospects actually behave.