Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
4 Life and Annuity Provisions Missing From the Big Tax Package
By Allison BellSometimes, the sections of legislation that matter the most are the parts that aren't there.
June 27, 2025
7 Indicators of Clients' Current Level of FearInvestors have been through a lot. They must be calm this time. Right? Well ...
June 25, 2025
12 Sweet Ideas Shaping Annuities NowSome of the changes add sprinkles. Some create entirely new flavors.
June 23, 2025
12 Insurers That Sold the Most RILAs in Q1These are the hottest issuers in one of the hottest financial services sectors.
June 20, 2025
Global Atlantic, MassMutual Put 25% of Bond Allocations in Privately Rated Assets: Moody'sWhile returns may be higher, outsiders' view can be blurrier, the rating agency says.
June 20, 2025
Should These Clients Buy an Annuity? Two Case StudiesWhile 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
12 Insurers That Sold the Most Annuities in Q1Sales of individual annuities cooled after a hot 2024.