Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Getting Deeper Into Annuities
By John StevensonYou already help a few clients use these tools. What if you want to do that more often?
December 21, 2023
How Interest Rate Cuts, Falling Inflation Could Affect Clients in or Near RetirementLower interest rates and lower inflation are generally positive factors for investors as they leave the workplace.
December 21, 2023
The Worst Cities for Retirement StressSome cities that sound like great places to retire have high costs and lack services for older residents.
December 19, 2023
The Time to Buy a Fixed Indexed Annuity Is NowAn annuity distribution executive sees sunny weather ahead.
December 19, 2023
Market for These Annuities Looks 'Exceptionally Robust': EquitableRobin Raju, the chief financial officer, sees opportunities ahead for disciplined investors.
December 12, 2023
Top 10 Life, Health and Annuity Deals of 2023, So FarThe year has been quiet, but some companies have gone shopping.
December 12, 2023
Harnessing AI in AnnuitiesIf ChatGPT can write a joke, it can help you explain an annuity.
December 07, 2023
SEC Investor Advocate: RILAs Are Hard for Consumers to Understand"We rarely have examined a more complex retail investment product," Cristina Begoña Martin said.