Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
SEC Answers a Comment About Tax Talk in Annuity Ads
By Allison BellThe agency told a frustrated lawyer that the wisdom he seeks is already expressed in Rule 156.
August 07, 2024
Escape From the QLAC: IRS Clarifies Rules on Longevity Annuity ExchangesWhat if a client buys one of the new-generation deferred income annuities and wants to replace it?
August 07, 2024
5 Reasons Annuity Surrenders Can Be a Good ThingEarly terminations can benefit clients and the company when the economic winds shift, F&G CEO Chris Blunt says.
August 05, 2024
Pru's U.S. Chief Enters August Storms With Sunny Annuity NumbersCaroline Feeney expects the company's registered index-linked annuities to work well in all weather.
August 05, 2024
Why Offer Fixed Annuities? Corebridge CEO ExplainsKevin Hogan likes selling products that help retirees and retirement savers sleep at night.
August 02, 2024
Lincoln Financial Posts Surprising Annuity Sales FiguresPricing throughout the annuity sector appears to be "largely rational," CEO Ellen Cooper says.
August 01, 2024
TIAA Asks States to Adopt a Retirement Security Bill of RightsEvery worker should have access to low-cost, clearly explained investment options, the company says.
July 31, 2024
5 Trends in Today's Annuity Market: EquitableExecutives with the insurer see their relationship with agents and advisors as a shield against RILA market invaders.