Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Is Crypto More Mainstream Than Annuities?
By Allison BellConsumers are also more likely to have alternative investments than index funds, a New York Life survey found.
January 18, 2024
Nassau Aims Annuity at Social Security Planning MarketOther life and annuity strategists, including Penn Mutual and Equitable, are placing bets on optimism and pessimism.
January 17, 2024
How to Explain Annuity BasicsWhen you use the A word and clients look confused, here's what to tell them.
January 17, 2024
'Annuity King' Faces Sentencing in Fraud CasePhillip Roy Wasserman was convicted of misusing $6.3 million invested in his startup and of evading taxes.
January 16, 2024
Ken Fisher Can't Have It AllFisher famously hates annuities, but there are times when they are clearly in clients' best interest.
January 05, 2024
Annuity Issuers Move to Fill Bank Loan GapMore lending tied to small businesses, cars and credit cards could sit inside clients' contracts.
January 04, 2024
IMF Economists: Bermuda Rules Make Annuity Issuers Look BetterThe economists wish all jurisdictions required the kinds of detailed investment reports that U.S. regulators get.
January 03, 2024
Bermuda Says It's Watching Private Equity Insurers CarefullyOfficials report that they subject the insurers to "close, intrusive and ongoing supervision."