Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Massachusetts Advisor, Firm to Pay $150,000 in Annuity Switching Case
By Melanie WaddellJeffrey Cutter and his firm failed to disclose significant upfront commissions and other conflicts of interest, a jury found.
February 17, 2026
Tax Time Is Life and Annuity Trust Trap Time, Advisor WarnsHasty decisions about distributions or trustees could break delicate financial machinery.
February 13, 2026
U.S. Annuity Sales Blast Through Clouds, Climb 12%The ferocious competitors in the RILA market increased sales of those products 24%.
February 12, 2026
Lincoln Financial CEO Likes Fixed and Fixed Indexed AnnuitiesEllen Cooper wants to avoid competing on price in the RILA market.
February 11, 2026
Corebridge Shrugs Off Changing Interest Rate WindsExecutives predicted that strong distribution will help keep annuity sales on course.
February 09, 2026
Apollo CEO Questions Many Annuity Issuers' InvestmentsMarc Rowan told securities analysts that "most... do not have origination of appropriate assets."
February 05, 2026
Equitable RILA Sales Rise in Spite of Newcomers' Teaser RatesThe number of wealth planners increased 12%.