Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
'Annuity King' Faces Sentencing in Fraud Case
By Allison BellPhillip Roy Wasserman was convicted of misusing $6.3 million invested in his startup and of evading taxes.
January 04, 2024
IMF Economists: Bermuda Rules Make Annuity Issuers Look BetterThe economists wish all jurisdictions required the kinds of detailed investment reports that U.S. regulators get.
January 03, 2024
Bermuda Says It's Watching Private Equity Insurers CarefullyOfficials report that they subject the insurers to "close, intrusive and ongoing supervision."
December 29, 2023
Fidelity Moves Ahead With Efforts to Launch SoteriaReThe Bermuda-based firm says it will focus on serving annuity issuers.
December 29, 2023
What Bermuda's New Rules Really Mean, and 9 Other Burning QuestionsPlanning for the unexpected could help life insurance and annuity market players better navigate 2024.
December 29, 2023
This Product Can Relieve Advisors' 'Heartburn' and Clients' Stress: Kelli Hueler"Stripped-down" annuities, the CEO suggests, complement any investment portfolio by addressing lifetime income concerns.
December 27, 2023
Getting Deeper Into AnnuitiesYou already help a few clients use these tools. What if you want to do that more often?
December 27, 2023
15 Predictions for Life and Annuity Professionals in 2024 and BeyondWhat does the future hold? Here are the forecasts of rating agencies, insurers, researchers and others.