Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Fidelity Moves Ahead With Efforts to Launch SoteriaRe
By Allison BellThe Bermuda-based firm says it will focus on serving annuity issuers.
December 27, 2023
Getting Deeper Into AnnuitiesYou already help a few clients use these tools. What if you want to do that more often?
December 27, 2023
15 Predictions for Life and Annuity Professionals in 2024 and BeyondWhat does the future hold? Here are the forecasts of rating agencies, insurers, researchers and others.
December 26, 2023
Parent Problems Put AnnuityNet in PlayZinnia has put a $400 million floor on the distribution system firm's price.
December 21, 2023
How Interest Rate Cuts, Falling Inflation Could Affect Clients in or Near RetirementLower interest rates and lower inflation are generally positive factors for investors as they leave the workplace.
December 21, 2023
The Worst Cities for Retirement StressSome cities that sound like great places to retire have high costs and lack services for older residents.
December 19, 2023
The Time to Buy a Fixed Indexed Annuity Is NowAn annuity distribution executive sees sunny weather ahead.
December 19, 2023
Market for These Annuities Looks 'Exceptionally Robust': EquitableRobin Raju, the chief financial officer, sees opportunities ahead for disciplined investors.