Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Will RIAs Start Using Fixed Rate Annuities in Portfolios?
By David BlanchettThe products represent a relatively attractive way to increase portfolios' potential risk-adjusted, after-tax returns.
March 07, 2024
Life Insurers' Real Estate Assets Look GoodAnalysts at Morgan Stanley and S&P Global Ratings saw much less turmoil than they expected.
March 06, 2024
Insured Retirement Institute Updates Annuity Sellers' HandbookThe association's free reference work defines what all the industry words mean, in plain English.
March 05, 2024
Multi-Year Guaranteed Annuity Sales Get Back on the RocketSales of deferred income annuities climbed even faster, according to industry research for 2023.
March 05, 2024
Distributors Expect Life Sales to Grow Faster Than Annuity SalesParticipants in a LIMRA-NAILBA survey think demand for estate and trust services will soar.
February 29, 2024
California Governor Signs Annuity Best Interest Sales Rule BillGavin Newsom's support for the NAIC approach could stop the DOL fiduciary definition proposal.
February 28, 2024
7 Trends Annuity Execs Are Watching NowThe main takeaway from the latest round of earnings calls: Everything looks great. For now.
February 26, 2024
Will DOL's Rule Lay an Accidental Fiduciary Trap?The fiduciary rule proposal leaves ambiguity that some say could have a chilling effect on financial guidance.