Fixed Annuities
Fixed annuity news and analysis, with coverage of book value annuities, multi-year guaranteed annuity (MYGA) contracts, immediate annuities, deferred income annuities (including QLACs), and fixed indexed annuities.
How to Talk to Clients About Fed Moves
By Allison BellDave Byrnes, Security Benefit's distribution chief, looks at an opportunity to explain the benefit of diversification.
March 13, 2024
NAIC Fills in the Annuity Suitability Passage MapThe United States is six jurisdictions away from having what could be a uniform set of annuity sales standards.
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.
February 29, 2024
California Governor Signs Annuity Best Interest Sales Rule BillGavin Newsom's support for the NAIC approach could stop the DOL fiduciary definition proposal.
February 26, 2024
Will DOL's Rule Lay an Accidental Fiduciary Trap?The fiduciary rule proposal leaves ambiguity that some say could have a chilling effect on financial guidance.
February 23, 2024
Corebridge Still Bullish on Fixed Annuity SalesCEO Kevin Hogan reported that surrenders have been within expectations.
February 23, 2024
California Legislature OKs Annuity Sales Rule UpdateApproval gives Gov. Gavin Newsom a chance to weigh in on financial services regulation.