Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Should All Annuity Illustrations Assume a 5% Interest Rate?
By Allison BellUsing one arbitrary rate could keep the explanatory guides from looking like forecasts, a group told regulators.
May 19, 2026
Trust in Financial Institutions Linked to Higher Wealth, Retirement Account UseHigh trust in Social Security and other government programs doesn't have the same correlation, researchers report.
May 14, 2026
Life and Annuity Issuers Add $346B to AssetsThe nest egg keepers now have about $6.1 trillion in their own portfolios.
May 11, 2026
Transamerica Loses Appeal in Annuity Income Payment CaseThe owner planned to use the annuity for the tax benefits and cash in before income came out.
May 08, 2026
Are Some Annuity Issuers' Prices Crazy?Apollo's CEO raised the question. Other issuers' executives are talking about it.
May 07, 2026
Goodbye to CorebridgeCEOs there and at Equitable are wrestling with what their pending merger would really mean.
May 06, 2026
Small Annuity Decisions, Big Tax ConsequencesHave you ever thought about when a client should draw cash from a non-qualified annuity?
May 05, 2026
Knighthead Life Smiles at Sharks, Enters U.S. Fixed Indexed Annuity MarketOther life and annuity carriers are finding ways to move forward now, in spite of all the teeth.