Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
3 Annuity Rule Changes on IRI's New Wish List
By Allison BellMany IRI Blueprint provisions ended up in the Secure and Secure 2.0 acts. Now, there's more.
February 23, 2023
Annuity Winds Might Be Shifting: Nationwide ExecutiveEric Henderson says he expects variable product sales to improve.
February 16, 2023
3 Ways to Capitalize on Annuities' Surging Popularity: CerulliThe research group suggests more long-term care hybrids, among other ideas.
February 10, 2023
Lincoln Financial to Tilt Away From Some Term Life ProductsCEO Ellen Cooper says the product eats up too much capital.
February 10, 2023
Nassau Financial Adds a Bonus AnnuityThe move could be a sign that higher interest rates are starting to revive insurers' willingness to offer annuity guarantees.
February 08, 2023
Deloitte Warns Life Insurers to Get a Jump on Internal AuditsFirm analysts say companies should find any sales and marketing problems before FINRA and DOL examiners do.
February 07, 2023
Variable Annuities Look Pretty Good at Tax TimeYour clients might want to consider a variable annuity if they want to avoid capital gains taxes.
February 06, 2023
Secure 2.0 Can Make Clients' Retirement Plans StrongerExplaining change can create sales opportunities.