Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
DOL, SEC Fiduciary-Related Rules to Be a 'Heavy Lift': Attorney Choi
By Elizabeth FestaRichard Choi and IRI hope the SEC's VA summary prospectus will be adopted later this year.
January 07, 2019
When Older American Households Fall ShortYes, they should plan ahead. But what if things don't work out?
January 04, 2019
'Re-Regulation' Could Dampen Annuity Sales: Credit SuisseCredit Suisse analysts point to SEC, state fiduciary rules and an anticipated NAIC annuity sales suitability framework.
January 04, 2019
Deferred Income Annuities Improve Retirement Readiness: EBRIEBRI simulated retirement savings outcomes based on the percentage of the 401(k) balance used to purchase a DIA.
December 24, 2018
5 New Questions About How the Annuity Market Will Weather 2019Why buy products with guarantees? Maybe the end of 2018 will show prospects why....
December 18, 2018
4 Annuity Sales New Year's ResolutionsOne idea: Go out and talk to more people. Face to face.
December 13, 2018
Sales of Fixed Indexed Annuities May Swamp Other Annuities, Report SaysCerulli says that FIAs will make up 40% of total annuity production by 2023.
December 12, 2018
Fixed Index Annuity Sales Shine in Third Quarter: IRIVariable annuity sales were down 4.4% versus the second quarter to $23 billion, while managing to rise 10.1% over the previous year's third quarter.