Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Putting Retirement Portfolios to Work to Produce Income
By Roger WohlnerAt Morningstar's conference, Christine Benz and others discussed retirement needs and income strategies to meet them.
July 01, 2024
Disability Insurance — Because Life HappensEvery month should be Disability Insurance Awareness Month.
July 01, 2024
SEC to Let Insurers Register RILAs on a Simpler FormThe shift also affects market-value-adjusted annuities but not annuity spigots plugged into ordinary portfiolios.
June 28, 2024
The Income Strategy That Gives Retirees a 'License to Spend': Blanchett, FinkeResearch finds that retirees with annuities spend twice as much as those with equivalent investment assets.
June 28, 2024
5 Ways a New Supreme Court Ruling Could Shape Life, Health and Advice RegsThe SEC, Labor Department and others have used the Chevron ruling, now overturned, to establish their authority.
June 28, 2024
Supreme Court Overturns Chevron Rule in Blow to Agency PowerThe ruling raises new questions about agencies' power to regulate emerging fields like crypto and AI.
June 27, 2024
12 States With Biggest Estate Tax BillsNew IRS data could help financial pros find potential demand for life insurance and estate planning.
June 26, 2024
Pru, TIAA, State Street Put $5M in 401(k) Plan Annuity Tech FirmMicruity, which connects asset managers with insurers, also counts Pacific Life and Western & Southern as backers.