Bermuda Annuity Market Players Have Momentum
By Allison BellTheir jurisdiction also has seals of approval from European and U.S. regulators, according to Suzanne Williams, the CEO of their trade group.
October 06, 2026
PRO
Phased Retirements Call for Different Advisor ApproachJason Juhl of Carson Wealth advocates layered planning that encompasses income sources, distributions, Roth conversions and tax strategies.
October 05, 2026
PRO
Why Talk to Young Adults About Life Insurance?Talk to Gen Z about preserving their options, Foresters Financial CEO Matt Berman suggests.
July 06, 2026
PRO
These Funds Are Quietly Gobbling Up Retirement Plan AssetsCollective investment trusts are showing up on more and more employers' plan menus. Here's what advisors should know.
April 01, 2026
7 Reasons for Investors to Use a Local AdvisorClients and prospects could buy their annuities through a mobile phone, but most have other ideas.
March 10, 2026
Will the Annuity Guppies Make It?The head of the insurance business at Brookfield Wealth Solutions, a big new player, looks ahead.
December 26, 2025
2026 Conversation Starter: Contingent Deferred AnnuitiesClients could use CDAs to cover assets that are still in their own advisors' care.
August 25, 2025
Who Needs Another Plain Vanilla Annuity?A longtime reinsurance veteran sees room on the MYGA shelf.