Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Cerulli Sees In-Plan Annuity Sales Problem
By Allison BellTraditionally, annuity sellers have been different from defined contribution plan servicers.
September 28, 2022
Is an Annuity the Right Choice for Your Client? 5 Questions to AskHere's a guide to help determine if the benefits of an annuity outweigh the costs for your client.
September 28, 2022
Analysts Look Inside Private Equity-Owned Insurers' VaultsHere's what the NAIC found in the portfolios that support the benefits promises.
September 23, 2022
Pacific Life Names an In-Plan Annuity Leader: Executive ChangesMichael Oler has been a retirement income product manager at T. Rowe Price.
September 23, 2022
What You Think and What Retirement Clients Want Are DifferentTwo Retirement Income Institute fellows have looked at the survey data and found gaps.
September 22, 2022
Debate: Is Defaulting 401(k) Participants Into Annuities in Their Best Interest?Two professors discuss this option that was made more available under the Secure Act.
September 22, 2022
Life Groups Calls on States to Review Agent Exam DifficultyThe ACLI, NAIFA and Finseca are suggesting that some states' exams might be too hard.
September 19, 2022
Clients Need Help With This One Powerful Threat: Martin PowellThe pandemic has been a wake-up call for clients to the importance of retirement planning safety nets, says the annuity distribution chief.