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's Approach to Equitable Settlement Questioned by Legal Veteran
By Allison BellRichard Choi said he was surprised to see how the agency now views retirement plan account statements and fee disclosures.
November 02, 2022
Record Powerball Jackpots Are Teachable Moments for Pension ParticipantsPension participants (and lottery winners) have to carefully evaluate the pros and cons of a lump-sum offer.
November 02, 2022
Global Atlantic Annuity Holders Are Keeping Their Contracts: KKRProduct design seems to be holding surrenders down, the private equity firm's chief financial officer says.
November 01, 2022
Prudential Posts Strong Q3 Fixed Annuity Sales Gains, Along With a Net LossIn the United States, sales strength varied by channel.
October 31, 2022
The Real Value of Annuities for Mass Affluent RetireesMorningstar finds annuities offer little benefit to retirees at low risk of going broke. But there's more to the story.
October 31, 2022
What Annuities Can Do for Retirees That Traditional Fixed Income Can'tAnnuities are far more efficient at generating income than a traditional fixed income portfolio, David Lau says.
October 31, 2022
Ex-Broker Sentenced to 20 Years in Prison Over Ponzi SchemePerry Santillo's 20-year sentence will run concurrently with a 17.5-year sentence he already faces.
October 31, 2022
Alaska Updates Annuity Sales StandardsThe fall elections could affect state suitability update efforts in 2023.