Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Uptick in Product Surrenders Has Treasury Team on Alert
By Allison BellA new report from the Federal Insurance Office looks at the causes of the money leak.
October 12, 2022
Inside the Social Security COLA CalculationsHere's a primer on the inflation-adjustment machinery.
October 10, 2022
Recession Fears Rise to Pandemic-Level HeightsWhile recession concerns are dampening optimism for advisors and investors, volatility has been accepted as the "new normal."
October 10, 2022
10 Healthiest U.S. Metro AreasIn these places, many people say their health is excellent.
October 06, 2022
What the Future of Annuities Means for AdvisorsThe shift from accumulation to decumulation is a tough one that advisors must help clients navigate, Kelli Hueler says.
October 06, 2022
Guardian Picks Talcott to Reinsure $7.4B in Variable AnnuitiesGuardian says it will focus its capital on "exploring additional opportunities."
October 05, 2022
Cerulli Sees In-Plan Annuity Sales ProblemTraditionally, annuity sellers have been different from defined contribution plan servicers.
October 04, 2022
11 Confusing Annuity Tax Rules Financial Advisors Should KnowAre you advising your clients correctly when it comes to taxes related to their annuity investments?