Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
3 Ways to Capitalize on Annuities' Surging Popularity: Cerulli
By Dinah Wisenberg BrinThe research group suggests more long-term care hybrids, among other ideas.
February 08, 2023
Deloitte Warns Life Insurers to Get a Jump on Internal AuditsFirm analysts say companies should find any sales and marketing problems before FINRA and DOL examiners do.
February 07, 2023
Variable Annuities Look Pretty Good at Tax TimeYour clients might want to consider a variable annuity if they want to avoid capital gains taxes.
February 06, 2023
Secure 2.0 Can Make Clients' Retirement Plans StrongerExplaining change can create sales opportunities.
January 31, 2023
New York Life Picks New CEO for $371B Investment Management UnitNaïm Abou-Jaoudé will succeed Yie-Hsin Hung, who moved to State Street Global Advisors in September.
January 26, 2023
Higher Rates Rocket Fixed Annuities to New Sales Growth DimensionVolume for traditional fixed deferred products did something shocking.
January 26, 2023
FINRA Asks Members to Check RILA DisclosuresExaminers will also review marketing to customers who already own variable annuities.
January 24, 2023
AXA-Backed Startup Acquires Commercial Travelers LifeDayforward hopes to use the deal to move into the retirement planning products market.