Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
January 29, 2024
4 Ways to Explain the Fixed Annuity Value PropositionA veteran advisor shares his strategy for helping clients understand what these products can do.
January 29, 2024
Ameriprise May Be Close to Making a Big Reinsurance DealCFO Walter Berman says there's a bid-ask gap in reinsurance, which represents an opportunity.
January 25, 2024
Corebridge Adds Fixed Annuity Aimed at RIAsBryan Pinsky, the firm's president of individual retirement, notes that the MYGA contract can provide multiyear term renewals.
January 24, 2024
Quiz: How Well Do You Know Annuities?These retirement income vehicles offer various pros and cons, and many can be tailored to a client's needs.
January 23, 2024
Is Crypto More Mainstream Than Annuities?Consumers are also more likely to have alternative investments than index funds, a New York Life survey found.
January 19, 2024
10 Secure 2.0 Act Tax Changes You Should Know for 2024 and BeyondMany provisions of the landmark retirement reform legislation will have important tax implications for clients.
January 19, 2024
Consumer Groups Attack Annuity Bill in California"It feels like the fix is in" on an NAIC model-based bill, the director of one group said.
January 18, 2024
Nassau Aims Annuity at Social Security Planning MarketOther life and annuity strategists, including Penn Mutual and Equitable, are placing bets on optimism and pessimism.
January 17, 2024
How to Explain Annuity BasicsWhen you use the A word and clients look confused, here's what to tell them.
January 17, 2024
'Annuity King' Faces Sentencing in Fraud CasePhillip Roy Wasserman was convicted of misusing $6.3 million invested in his startup and of evading taxes.