Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
The Income Strategy That Gives Retirees a 'License to Spend': Blanchett, Finke
By John ManganaroResearch finds that retirees with annuities spend twice as much as those with equivalent investment assets.
June 27, 2024
12 States With Biggest Estate Tax BillsNew IRS data could help financial pros find potential demand for life insurance and estate planning.
June 26, 2024
Pru, TIAA, State Street Put $5M in 401(k) Plan Annuity Tech FirmMicruity, which connects asset managers with insurers, also counts Pacific Life and Western & Southern as backers.
June 25, 2024
There's Still Time for a Gen X Rescue Bridge to Retirement: EconomistJason Fichtner has thoughts about how to help younger generations through the early retirement years.
June 25, 2024
Labor Secretary Considers Rewrite of Pension Risk Transfer RulesJulie Su, the acting DOL head, told Congress she's looking at issues such as private equity ownership and reinsurance.
June 24, 2024
Creating Great Experiences in Retirement PlanningPart of your job is helping clients see what retirement could be like.
June 20, 2024
MOVEit Cyberattack Suits Could Get a FrameworkThe data security breach affected more than 26 million users' life insurance, annuities and retirement savings programs.
June 18, 2024
We Have Regulators Too, Bermuda's Insurers SayThe companies' trade group points out that their home has rigorous oversight standards, and taxes.