Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Will RIAs Start Using Fixed Rate Annuities in Portfolios?
By David BlanchettThe products represent a relatively attractive way to increase portfolios' potential risk-adjusted, after-tax returns.
March 12, 2024
Income Planning and Health: Life Expectancy Affects SavingHealthView develops forecasts to estimate how much advisors' clients will spend on health care as they age.
March 11, 2024
Immediate Annuities Can Help Some High-Net-Worth Clients: Tax AttorneyFor some, Jack Elder says, protecting invested assets might be worth generating additional income taxes.
March 10, 2024
What Share of a Portfolio Should Go Into Annuities?The size of the slices depends partly on the size of the pie.
March 07, 2024
Life Insurers' Real Estate Assets Look GoodAnalysts at Morgan Stanley and S&P Global Ratings saw much less turmoil than they expected.
March 06, 2024
Insured Retirement Institute Updates Annuity Sellers' HandbookThe association's free reference work defines what all the industry words mean, in plain English.
March 05, 2024
Multi-Year Guaranteed Annuity Sales Get Back on the RocketSales of deferred income annuities climbed even faster, according to industry research for 2023.
March 05, 2024
Distributors Expect Life Sales to Grow Faster Than Annuity SalesParticipants in a LIMRA-NAILBA survey think demand for estate and trust services will soar.