Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
December 29, 2023
This Product Can Relieve Advisors' 'Heartburn' and Clients' Stress: Kelli Hueler"Stripped-down" annuities, the CEO suggests, complement any investment portfolio by addressing lifetime income concerns.
December 27, 2023
Getting Deeper Into AnnuitiesYou already help a few clients use these tools. What if you want to do that more often?
December 27, 2023
When the Social Security Administration OverpaysThe agency could try to claw cash back from your clients.
December 27, 2023
15 Predictions for Life and Annuity Professionals in 2024 and BeyondWhat does the future hold? Here are the forecasts of rating agencies, insurers, researchers and others.
December 26, 2023
Parent Problems Put AnnuityNet in PlayZinnia has put a $400 million floor on the distribution system firm's price.
December 22, 2023
Fall COVID-19 Surge ContinuesEarly signs are that the impact may be higher in California, Illinois, Michigan and North Carolina.
December 21, 2023
Senate Democrats Press DOL for More Time on Fiduciary Rule CommentsThe proposal has "serious implications and potential repercussions," the senators wrote.
December 21, 2023
New IRS Secure 2.0 Notice Affects Terminally Ill ClientsThe change applies to savers with 84 or fewer months to live.
December 21, 2023
Advisors May Have Little Power to Bridge the Annuity DivideResearch suggests that financial professionals' positive recommendations do not greatly influence clients to purchase the products.
December 21, 2023
How Interest Rate Cuts, Falling Inflation Could Affect Clients in or Near RetirementLower interest rates and lower inflation are generally positive factors for investors as they leave the workplace.