Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
DOL, SEC Fiduciary-Related Rules to Be a 'Heavy Lift': Attorney Choi
By Elizabeth FestaRichard Choi and IRI hope the SEC's VA summary prospectus will be adopted later this year.
12 Worst States for Retirement: 2019
12 Best States for Retirement: 2019
January 07, 2019
When Older American Households Fall ShortYes, they should plan ahead. But what if things don't work out?
January 04, 2019
'Re-Regulation' Could Dampen Annuity Sales: Credit SuisseCredit Suisse analysts point to SEC, state fiduciary rules and an anticipated NAIC annuity sales suitability framework.
January 04, 2019
Deferred Income Annuities Improve Retirement Readiness: EBRIEBRI simulated retirement savings outcomes based on the percentage of the 401(k) balance used to purchase a DIA.
December 24, 2018
5 New Questions About How the Annuity Market Will Weather 2019Why buy products with guarantees? Maybe the end of 2018 will show prospects why....
December 18, 2018
4 Annuity Sales New Year's ResolutionsOne idea: Go out and talk to more people. Face to face.
December 13, 2018
Sales of Fixed Indexed Annuities May Swamp Other Annuities, Report SaysCerulli says that FIAs will make up 40% of total annuity production by 2023.
December 12, 2018
Fixed Index Annuity Sales Shine in Third Quarter: IRIVariable annuity sales were down 4.4% versus the second quarter to $23 billion, while managing to rise 10.1% over the previous year's third quarter.