Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Advisor Charged With Defrauding Clients in Annuity Switching Scheme
By Jeff BermanClients incurred over $640,000 in surrender charges, according to the SEC.
March 17, 2023
Rising Rates Push Sales of Individual Deferred Annuities Higher: WinkTraditional variable annuities performed poorly.
March 15, 2023
The Top 12 Annuity Issuers of 2022: NAICThe biggest issuers' share of the market appears to be holding steady.
March 14, 2023
Big U.S. Life Insurers Have $1.7B Invested in Banks in News: Wells Fargo AnalystsAnalysts are also talking about real estate prices and and debt refinancing.
March 13, 2023
How Life and Annuity Issuers Could Get Silicon Valley Bank FluOne weakness in issuers' defenses could be contracts with low surrender charges.
March 13, 2023
Income Annuity Shoppers Might Be Splitting: CannexThe amounts for consumers who want benefits now and those who will wait seem to be moving in different directions.
March 10, 2023
Annuities Can Help Clients Fight InflationSocial Security adjusts benefits for inflation. So do some commercial annuities.
March 07, 2023
More States Adopt Reg BI-Compatible Annuity Sales StandardsGeorgia, Illinois and Tennessee have joined 30 other states in adopting NAIC's annuity sales standard update.