Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
DPL Acquires AnnuityFix to Boost Breakaway Advisor Program
By John ManganaroThe vision is to help breakaway advisors transition their legacy annuity business to a fee-based model.
September 18, 2023
Recession: Soft or Hard Landing, or No Recession at All?If you have clients hoarding cash due to uncertainty, try easing them back into the market.
September 14, 2023
Fidelity, BofA, Others Face New Lawsuit Over MOVEit Data BreachFinancial, software and data processing firms failed to properly safeguard consumers' personal data, the suit alleges.
September 12, 2023
10 States Where Annuity Sales Rules Still Look DifferentAny lingering conflicts between the states could help the SEC expand its reach.
September 08, 2023
Annuity Riders, ExplainedIt's important to weigh the cost of an annuity rider against the potential benefits.
September 07, 2023
Top Annuity Advisor Shares a Sales SecretPart of the John Olsen way: Know your way around the financial services toolbox.
September 06, 2023
10 California Life, Health and Annuity Bills to WatchOne could affect how the SEC regulates annuities in your state.
August 31, 2023
12 Fast Facts About Annuity Issuers' GradersWithout the strength ratings, the benefits guarantees are just so many words.