Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
March 21, 2024
How to Talk to Clients About Fed MovesDave Byrnes, Security Benefit's distribution chief, looks at an opportunity to explain the benefit of diversification.
March 19, 2024
Protect Annuity Issuers From Bad Advisor Affiliates: RegulatorsAn NAIC team wants to keep corporate parents and siblings from overcharging insurers or stuffing them with sludge.
March 19, 2024
DOL Fiduciary Shift Could Apply During Long Litigation BattleAnnuity issuers and producers must prepare to comply, even if just temporarily, lawyers warn.
March 19, 2024
New York Life Names Matt Wion to Lead Retail AnnuitiesHe will take charge of a business that generated $19 billion in annuity sales in 2023.
March 18, 2024
Will RIAs Start Using Fixed Rate Annuities in Portfolios?The products represent a relatively attractive way to increase portfolios' potential risk-adjusted, after-tax returns.
March 13, 2024
Politics Beats Inflation, Recession as Americans' Top Concern: Survey"People are just fed up with the dysfunction," a Northwestern Mutual exec said.
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.
March 07, 2024
Life Insurers' Real Estate Assets Look GoodAnalysts at Morgan Stanley and S&P Global Ratings saw much less turmoil than they expected.
March 06, 2024
Insured Retirement Institute Updates Annuity Sellers' HandbookThe association's free reference work defines what all the industry words mean, in plain English.
March 05, 2024
Multi-Year Guaranteed Annuity Sales Get Back on the RocketSales of deferred income annuities climbed even faster, according to industry research for 2023.