Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
September 23, 2024
What the Fed's Rate Cut Means for Life and Annuity Bulls and BearsA longtime agent has ideas for how to present the news to clients.
September 23, 2024
DOL Appeals Two Rulings Halting Fiduciary RuleTwo federal court decisions temporarily stopped the rule from taking effect.
September 19, 2024
Fed Rate Cut Could Speed Up Some Annuity SalesClients who have been uncertain may now rush to lock in good rates, Jack Elder predicts.
September 19, 2024
Help Clients Diversify a Portfolio With AnnuitiesSome clients have nerves of steel. Others don't.
September 18, 2024
Income Lab Launches Head-to-Head Annuity Evaluation ToolsThe new features integrate directly with the provider's existing suite of retirement planning functions.
September 16, 2024
In-Plan Annuity Uptake May Still Depend on Advice: Sri ReddyA Principal executive looks at defined contribution plan participant inertia.
September 13, 2024
Fed Puts Life and Annuity Real Estate Under Magnifying GlassAnalysts estimate a severe crisis could cut 16 insurers' capital by more than 20%.
September 12, 2024
Top 12 States for Retirement Income NowThe Census Bureau has posted torrents of new data about how Americans are doing.
September 11, 2024
What the IRS Manual Tells Staffers About Life and AnnuitiesWhen agency bill collectors come calling, they hope to find sources of "collection potential."
September 11, 2024
Congress Gets a Nudge on 'Too Big to Fail' Life InsurersOne possibility could be giving state regulators new powers, an in-house analyst suggests.