Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Regulators Start Talks About Life and Annuity Wholesaler-Pay Disclosure Rules
By Allison BellThe existing framework already covers this information, an Insured Retirement Institute executive told state regulators.
June 11, 2026
How to Explore Annuities' Private Credit HoldingsThe assets in life and annuity contracts "can materially influence both performance and risk," wealth advisor Ryan Patton says.
June 10, 2026
Annuity Issuers' World Still Looks Great to Top GraderCarmi Margalit, an S&P ratings executive, said the companies are operating in one of the most stable sectors.
June 10, 2026
Fidelity Picks Nationwide, New York Life for Target Date Lifetime Income ProgramThe new program will use a different legal framework than Fidelity's existing in-plan annuitization options.
June 09, 2026
Case Study: Helping an Annuity Investor With 90% of Assets Locked Up"Her financial anxiety was significant," Raman Singh said.
June 08, 2026
LPL Faces Suit Over Clients' PHL Life and Annuity HoldingsThe plaintiffs say LPL advisors "intentionally left them in the dark" about the issuer's finances.
June 03, 2026
Two Democrats Lead in California Insurance Commissioner PrimaryOne has focused on property insurance; the other has introduced a health broker pay bill.
June 02, 2026
5 Insurers That Sold the Most MYGAs in Q1Two made up for a 36% year-over-year drop at the issuers that ranked in the top five in the first quarter of 2025.