Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Regulators Say Rising Rates Could Ding Life Insurers' Mortgage Investments
By Allison BellLife insurers have about $1 trillion invested in mortgages and mortgage-backed securities.
February 10, 2023
Lincoln Financial to Tilt Away From Some Term Life ProductsCEO Ellen Cooper says the product eats up too much capital.
February 10, 2023
Nassau Financial Adds a Bonus AnnuityThe move could be a sign that higher interest rates are starting to revive insurers' willingness to offer annuity guarantees.
February 08, 2023
Deloitte Warns Life Insurers to Get a Jump on Internal AuditsFirm analysts say companies should find any sales and marketing problems before FINRA and DOL examiners do.
February 07, 2023
Variable Annuities Look Pretty Good at Tax TimeYour clients might want to consider a variable annuity if they want to avoid capital gains taxes.
February 06, 2023
Secure 2.0 Can Make Clients' Retirement Plans StrongerExplaining change can create sales opportunities.
January 31, 2023
New York Life Picks New CEO for $371B Investment Management UnitNaïm Abou-Jaoudé will succeed Yie-Hsin Hung, who moved to State Street Global Advisors in September.
January 26, 2023
Higher Rates Rocket Fixed Annuities to New Sales Growth DimensionVolume for traditional fixed deferred products did something shocking.