Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Top 15 Big Metro Areas for Generation X Prospects
By Allison BellThe youngest members of this group that once scared school principals will now be 45 — and scaring annuity marketers.
September 18, 2025
Kevin Jestice to Lead Nationwide Retirement PlansThe new head of the unit is a Vanguard alum who has been overseeing a $77 billion investment advisory business.
September 16, 2025
7 Major Drivers of Trust in Annuity AdvisorsAn income-planning lead generator looks at a force that determines if the leads work.
September 15, 2025
Suze Orman Gets It Wrong on Annuities and TaxesAn annuity "never makes sense for tax purposes," Orman told listeners. I think they deserve a better response.
September 11, 2025
10 New Things the Big Annuity Gate Crashers Are Telling Investors NowKKR's Robert Lewin and Apollo's James Zelter said it's not that easy to become a giant.
September 11, 2025
How to Use Longevity Protection and Guarantees to Create Better Retirement OutcomesEnsuring that a retiree has the appropriate amount of longevity-protected income generally outweighs the specific product choice.
September 10, 2025
Top 10 Annuity Issuers That Aren't Public Companies: 2024Many of the biggest players operate outside Wall Street's glare.
September 10, 2025
Brighthouse Buyout Comes Down to One Bidder and Plenty of DoubtsThe life insurer's new owner could be Aquarian, the parent of Investors Heritage Life.