Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Higher Interest Rates Reshape the Annuity Market
By Allison BellFor advisors, the hot flavors of the first quarter were "guarantees" and "fund menus."
May 23, 2022
Insurance Advisors Market Advisors to CongressPriorities include sales standards, Secure 2.0 and access to independent contractor status.
May 23, 2022
New York State Dings Nationwide Over Immediate Annuity SalesEmpire State regulators say shifting assets from a deferred contract to an immediate contract is still an exchange.
May 19, 2022
5 Top Insurance Money ManagersFirms like BlackRock, Goldman Sachs and J.P. Morgan are managing hundreds of billions of dollars of insurers' assets.
May 18, 2022
Retirement Pros Take On Inflation, 4% Rule at MorningstarChristine Benz, David Blanchett and Karsten Jeske discussed questions like whether retirees should spend less in a down market.
May 17, 2022
5 Ways the Individual Retirement Planning Market Is Changing: Equitable ExecOne thing Steve Scanlon sees is a longer list of tools, designed to meet specific client needs.
May 16, 2022
Let the Guaranty Fund Genie Out of the BottleThe authors make the case for providing better disclosures about annuity benefits protections.
May 16, 2022
'Annuities' Hits Brick Wall; 'Guaranteed' Works: Michael FinkeThe Alliance for Lifetime Income held a summit to try to get people to warm up to annuitization.