Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Trade War Casts Shadow Over Annuity Issuers, S&P Analysts Warn
By Allison BellThe insurers are doing well, but their portfolio managers are not sure how to future-proof the assets.
March 18, 2025
Crooks Are Using Life and Annuity Products to Launder Money, Fraud Tracker SaysCriminals are learning that insurers ask fewer questions than bankers.
March 12, 2025
Why U.S. Life and Annuity Issuers Want the World to Calm DownAbout $1.8 trillion of their assets, and some of their owners, are in other countries.
March 11, 2025
State Regulators Might Make Annuity Issuers' Risk Scores SecretA life insurer and a trade group are trying to keep risk-based capital ratios public.
March 11, 2025
Dave Ramsey and Suze Orman Are Not Your Retirement Planning Friends, Author SaysPlanner David McKnight, author of "The Guru Gap," discusses what financial celebrities get wrong.
March 10, 2025
TIAA Adds Annuity Options in IRAsThe company is using the buzz around new 401(k) income options to get individual savers' attention.
March 07, 2025
To Change Your Clients’ View of Retirement, Stop Using This PhraseThe same plan can feel very different to clients based on its presentation, Michael Finke and Michael Kitces say.
March 07, 2025
Protective Life to Reinsure $9.7B in Life and Annuity ReservesThe deal will free up capital the company can use to buy something.