Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Secure 2.0 Can Make Clients' Retirement Plans Stronger
By Tyler De HaanExplaining change can create sales opportunities.
January 26, 2023
FINRA Asks Members to Check RILA DisclosuresExaminers will also review marketing to customers who already own variable annuities.
January 24, 2023
AXA-Backed Startup Acquires Commercial Travelers LifeDayforward hopes to use the deal to move into the retirement planning products market.
January 24, 2023
5 New York State Annuity Bills to WatchOne could double the state income tax exemption for payments from individual retirement annuities.
January 19, 2023
AmeriLife Names Mike Vietri to Lead $7.2B Asset Wealth ArmNew York Life, Securian and MassMutual have also announced executive changes.
January 19, 2023
Kuvare and Aquarian Make Bermuda DealsOther recent life and annuity deals involve tech and size.
January 18, 2023
Who Benefits Most From Annuity Purchases?Well-designed variable deferred annuities with some equity exposure can enhance retiree well-being.
January 17, 2023
The 10 Most Popular Annuity Videos on YouTube: 2022One of these attracted more than 200,000 views in less than two months.