Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
The Hidden Challenge of Incomplete Annuity Data
By Joe GerardYou should not have to be an electronic archaeologist to figure out the status of a rider.
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.
September 11, 2025
10 New Things the Big Annuity Gate Crashers Are Telling Investors NowKKR's Robert Lewin and Apollo's James Zelter said it's not that easy to become a giant.