Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Would-Be $5B Annuity Issuer Makes Distribution Deal
By Allison BellMalibu Life will offer two new fixed indexed annuities through Legacy Marketing Group.
August 18, 2026
Annuity Owner Offers NAIC a Revised Annuity Buyer's GuideHe likens the current draft to "a quick-start guide for a chainsaw that omits all safety and protective gear warnings."
August 18, 2026
PRO
How to Keep Clients Out of Medicare Plan DramaSome years, all paths are pleasant. That's probably not the case this year.
August 17, 2026
Regulators Save Annuity Buyer Access to Issuer Risk-Based Capital ScoresThe NAIC has backed off from a proposal that could have hidden a key soundness indicator.
August 14, 2026
State Regulators OK Annuity Disclosure Model Overhaul ProjectThe project could change what annuity sellers and advisors hand to clients.
August 13, 2026
Advisors' Clients Want People and TechBut MDRT found that the youngest clients were more likely to say their advisors' tech use had caused problems.
August 11, 2026
LPL Asks Court to Dismiss Suit Over an Annuity From a Troubled IssuerThe independent broker-dealer says that it had a brokerage relationship with the purchaser, not an advisory relationship.
August 11, 2026
PRO
Meet the Middle MarketNational Life Group CEO Mehran Assadi looks at the art of building a big business, one small account at a time.