Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
The Standard Adds an Annuity for Clients Who Like Robots
By Allison BellThe new product could also appeal to clients who wonder what will happen when they die.
July 13, 2023
An Annuity Could Help Your Client Live LongerThe right kind of features might also help clients stay independent longer.
July 10, 2023
New York Close to Fixing State's Charitable Gift Annuity GlitchYour Empire State clients might have an easier time doing well by doing good.
July 07, 2023
8 Reasons to Sell Company StockClients receiving stock-based compensation need your expertise and objectivity in advising on the best way to utilize it.
July 06, 2023
Generali to Take Control of Conning From Cathay LifeMany life and annuity issuers use the firm's research and asset management services.
July 06, 2023
Ransomware Gang Has 6M Life and Annuity Client RecordsKnown victims include Genworth, F&G and the department that oversees Medicare.
July 05, 2023
American Equity Agrees to $4.3B Offer From Brookfield ReThe would-be buyer says it wants to use the deal to boost annuity sales.
July 03, 2023
Nassau Financial Acquires Delaware Life of New YorkNassau could use the subsidiary to add a product line or to bring new products into New York.