Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Top 10 Life and Annuity Deals of 2022, So Far
By Allison BellAll that shaking hurt conventional M&A activity.
December 08, 2022
Top 10 Retail Life and Annuity Issuer StocksThey're beating the S&P 500, both in terms of 1-year and 10-year price performance.
December 07, 2022
IRS Highlights Shrinking Tax Credits, Third-Party Payment Changes for 2023Taxpayers who took certain credits in 2021 could get much smaller refunds in 2022, the IRS says.
December 07, 2022
Senate Passes RILA Annuity BillThe bill would direct the SEC to create a new registration form to replace the "largely inapplicable forms" currently used.
December 06, 2022
9 New Annuity JokesWhen market volatility bugs you, it's time to nurture your inner toad.
December 06, 2022
10 Great Life and Annuity Ads From 100 Years AgoWhile formats and media are ever-changing, some marketing ideas stand the test of time.
December 05, 2022
Are Advisors Underestimating Their Clients' Retirement Anxiety?A survey finds investors reporting high anxiety but only 23% of advisors saying their retirement clients are "very anxious."
December 05, 2022
Quiz: Do You Know These Annuity Tax Facts?Only the tax-savviest can ace this test, but all advisors can benefit from the refresher.