Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Zinnia Closes on Business That Includes AnnuityNet
By Allison BellCourt filings indicate 15 other companies expressed an interest in acquiring the business.
March 22, 2024
Annuity Owners Show What They're Really ThinkingWhat they said about their annuity professionals might shock some regulators.
March 21, 2024
Insurtech Is the Consumer's Annuity EdgeHow can you meet regulators' new product comparison expectations? A tech pioneer raises his hand…
March 21, 2024
How to Talk to Clients About Fed MovesDave Byrnes, Security Benefit's distribution chief, looks at an opportunity to explain the benefit of diversification.
March 19, 2024
Protect Annuity Issuers From Bad Advisor Affiliates: RegulatorsAn NAIC team wants to keep corporate parents and siblings from overcharging insurers or stuffing them with sludge.
March 19, 2024
DOL Fiduciary Shift Could Apply During Long Litigation BattleAnnuity issuers and producers must prepare to comply, even if just temporarily, lawyers warn.
March 19, 2024
New York Life Names Matt Wion to Lead Retail AnnuitiesHe will take charge of a business that generated $19 billion in annuity sales in 2023.
March 18, 2024
Will RIAs Start Using Fixed Rate Annuities in Portfolios?The products represent a relatively attractive way to increase portfolios' potential risk-adjusted, after-tax returns.