Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Life and Annuity Issuers Prepare to Post Q2 Numbers
By Allison BellAdvisors will see whether volatility gave more than it took.
July 09, 2026
Excess Return Indexes Are Everywhere in Fixed Indexed AnnuitiesMost buyers still don't know what they are.
July 08, 2026
State Insurance Policymakers Talk About Private Credit FearsOne lawmaker expressing concern helped manage bond sales for Banco Santander and Crédit Agricole.
July 08, 2026
IRS Issues Final Regs on a Dodgy Trust TransactionThe strategy at issue involves moving highly appreciated property to a charitable remainder annuity trust, Jeff Bush explains.
July 07, 2026
PRO
Clients May Need Advisor Help as Target-Date Fund Annuities Gain SteamLifetime income products are expected to proliferate within retirement plans. Clients will have complex choices to make.
July 06, 2026
PRO
These Funds Are Quietly Gobbling Up Retirement Plan AssetsCollective investment trusts are showing up on more and more employers' plan menus. Here's what advisors should know.
July 02, 2026
Should Suitability Rules Apply to Life Insurance Policies With Long-Term Care Benefits?Bonnie Burns, a health advocate trainer, wonders how well consumers understand the coverage they're buying.
June 30, 2026
Hub's IPO Might Open Curtains on Its Life, Annuity and Advice TeamsThe property and casualty broker has $207 billion in retirement plan and private wealth assets under advisement.