Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
American Equity Agrees to $4.3B Offer From Brookfield Re
By Allison BellThe would-be buyer says it wants to use the deal to boost annuity sales.
June 29, 2023
8 Reasons Not to Buy an AnnuityA guaranteed stream of lifetime income sounds good, but it might not be the best option for every client.
June 29, 2023
Will Climate Change Send Life Insurers' Real Estate Assets Up in Smoke?Or soak them. A Treasury office wants life and annuity issuers to think about that.
June 27, 2023
Brookfield Re Makes $4.3B Offer to Buy American EquityThe annuity pioneer avoided two earlier suitors, but Brookfield Re already owns a 20.38% stake.
June 27, 2023
Ascendant to Test Investor Appetite for Annuity AssetsThe reinsurer plans to raise deal capital by selling preferred shares.
June 23, 2023
Help Clients Get What They Need, and Want, in RetirementNot all retirement spending goals are the same, and they can be funded with different strategies.
June 23, 2023
Equitable's Nick Lane: The Nature of Advice Has to ChangeSure, clients want a good return on assets. But they also yearn for something more.
June 22, 2023
5 Ways an Outsourced Insurance Desk Can Boost Recruiting for RIAsRIAs can do everything themselves. Or, they can get help.