Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Tax Court Rules Against Micro-Captive Case Involving Life and Annuity Assets
By Allison BellThe judge put off deciding whether to apply a 40% penalty related to economic substance questions.
August 12, 2025
Nationwide Picks Hawley to Succeed Carter as Financial Services HeadCraig Hawley, who has been with the company since 2000, has been leading the annuity unit for a year.
August 11, 2025
12 Best & Worst Annuity Issuers: Q2 Sales, 2025Even with economic uncertainty framing the quarter, sales rose at seven of the ranked firms.
August 08, 2025
Brighthouse Executives Face Analyst Questions About Deal RumorsThe executives tried to focus on an 8% year-over-year increase in annuity sales.
August 07, 2025
Private Credit Defaults to Create 'Winners and Whiners,' David Golub WarnsBut Golub, the head of a firm that helps annuity issuers and other clients invest assets, said M&A activity could increase.
August 06, 2025
Annuity Market Has Room for New Competition, Equitable Execs SayApollo, Corebridge and Jackson also see plenty of room to run.
August 05, 2025
Transamerica Life Sued Over Variable Annuity Premium TaxesThe plaintiff questions how the insurer handled billing for customers who surrendered their contracts early.
August 05, 2025
Reinsurance Fog Puts Life and Annuity Customers at Risk: Valmark CEOLarry Rybka wants state regulators to require issuers to provide detailed, public reports.