Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
BD Fined $100K Over Deferred VA Exchanges
By Melanie WaddellWorld Investments failed to supervise recommendations of annuity switches, FINRA finds.
May 11, 2026
Transamerica Loses Appeal in Annuity Income Payment CaseThe owner planned to use the annuity for the tax benefits and cash in before income came out.
May 11, 2026
Widow Wins $1.2M From UBS Over Annuity, Margin LoanThe advisor's recommendations and management style resulted in the client "essentially breaking even" over 11 years, her lawyer says.
May 08, 2026
Are Some Annuity Issuers' Prices Crazy?Apollo's CEO raised the question. Other issuers' executives are talking about it.
May 07, 2026
Goodbye to CorebridgeCEOs there and at Equitable are wrestling with what their pending merger would really mean.
May 06, 2026
Apollo, Athene's Parent, Worries About Rivals' 'Poor Behavior'The company is tired of writing nine-figure checks "for the stupidity of others," CEO Marc Rowan said.
May 06, 2026
Small Annuity Decisions, Big Tax ConsequencesHave you ever thought about when a client should draw cash from a non-qualified annuity?
May 05, 2026
Knighthead Life Smiles at Sharks, Enters U.S. Fixed Indexed Annuity MarketOther life and annuity carriers are finding ways to move forward now, in spite of all the teeth.