Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Should These Clients Buy an Annuity? Two Case Studies
By Roger WohlnerWhile not a fit for all clients, annuities can help address several common retirement planning concerns.
June 17, 2025
Will Longevity Disrupt Traditional Retirement?Well, yeah. But everything may work out well, if clients understand what's happening.
June 17, 2025
One Move to Ensure ‘Pretty Good’ Lifetime Incomes: NBERWhile workplace retirement savers can opt into annuity investments, the picture brightens when that's automatic.
June 17, 2025
BDs Demand a Revamp of These FINRA RulesFINRA is conducting a broad review, and firms aren't mincing words on the changes they'd like to see.
June 17, 2025
Bonds Rise on Bet of at Least One Fed Cut in 2025The U.S. Treasury market has risen 2.3% so far this year, according to a Bloomberg gauge.
June 17, 2025
12 Insurers That Sold the Most Annuities in Q1Sales of individual annuities cooled after a hot 2024.
June 17, 2025
10 Best States for Aging in Place: 2025These states make it easier for retirees to get around, stay healthy and feel supported, Seniorly finds.
June 16, 2025
Athene Holding, Biggest U.S. Individual Annuity Seller, Names CEOGrant Kvalheim is set to take the reins from Jim Belardi, a company co-founder, on July 1.