Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
State Regulators Push Annuity Sales Standards Project One Step Forward
By Allison BellOne provision could create an out for consumers who don't want to tell annuity sellers about their finances.
August 01, 2019
Tell Clients About Sequence of Returns RiskThe author takes a hard look at Trish and Roberto, and finds that Roberto has problems.
August 01, 2019
Should Advisors Use Annuities for Their Clients?Advisors are divided about the use of annuities. Some advisors don't use them at all and the ones that do can be divided over what type to use.
August 01, 2019
Ohio National Fighting to Avoid FINRA ArbitrationThe insurer faces a new lawsuit filed by Kestra Financial's parent firm over its decision to stop paying advisors certain annuity commissions.
July 31, 2019
What the Heck Is a 'Financial Instrument': Annuity Model CommenterBirny Birnbaum says a proposed notice update would make indexed annuities a wrapper for... anything.
July 31, 2019
Advisors' Advice: Are Annuities Worth It?Six advisors told us how they use — or avoid — annuities for their clients.
July 25, 2019
Exposing the Annuity Bonus TrapThe word "bonus" sounds like extra money, but that's the problem — it's not.
July 22, 2019
Annuity Product Update: Athene, AXA EquitableAthene is adding an indexed annuity that's registered as a security with the SEC.