Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
3 Ways Fraternals Tend to Be a Little Different
By Denise M. McCauleyHave clients who want a sense of belonging? Some insurers have an answer.
September 26, 2025
Draft Guidance Could Boost Best-Interest ComplianceIndustry groups hope to keep state regulators from adding new ways to monitor firms and people.
September 26, 2025
Top 15 Big Metro Areas for Generation X ProspectsThe youngest members of this group that once scared school principals will now be 45 — and scaring annuity marketers.
September 24, 2025
Top 15 Metro Areas to Find Prospects Near RetirementSome could be good places for retirement planners and annuity marketers to avoid the impact of the baby bust.
September 23, 2025
Brighthouse Investor Asks Company to Talk to Potential SuitorGreenlight Capital's David Einhorn says the annuity issuer would be more successful as a private company.
September 18, 2025
Kevin Jestice to Lead Nationwide Retirement PlansThe new head of the unit is a Vanguard alum who has been overseeing a $77 billion investment advisory business.
September 16, 2025
7 Major Drivers of Trust in Annuity AdvisorsAn income-planning lead generator looks at a force that determines if the leads work.
September 15, 2025
Suze Orman Gets It Wrong on Annuities and TaxesAn annuity "never makes sense for tax purposes," Orman told listeners. I think they deserve a better response.