Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Don't Get 'Too Fancy' When Protecting Portfolios From Inflation: Finke
By Dinah Wisenberg Brin"I have a very, very good inflation hedge in my human capital," David Blanchett said.
November 08, 2022
Beware of Backtested RILA PerformanceRegistered index-linked annuities are complex, and advisors are increasingly looking to better understand their risks.
November 08, 2022
Brighthouse May Use More Capital to Fuel Annuity Sales GrowthExecutives said they see strong sales of fixed deferred annuities and RILA contracts.
November 08, 2022
SEC's Approach to Equitable Settlement Questioned by Legal VeteranRichard Choi said he was surprised to see how the agency now views retirement plan account statements and fee disclosures.
November 07, 2022
Cash Flow Gaps Could Catch Life Insurers Off Guard: Financial ExaminerEdward Toy warns that the amount of money coming in can change quickly.
November 07, 2022
Hot Annuities Face SEC Form ReviewersFor one agency staffer, a major RILA turnoff is vanishing crediting rate strategies.
November 02, 2022
Record Powerball Jackpots Are Teachable Moments for Pension ParticipantsPension participants (and lottery winners) have to carefully evaluate the pros and cons of a lump-sum offer.
November 02, 2022
Global Atlantic Annuity Holders Are Keeping Their Contracts: KKRProduct design seems to be holding surrenders down, the private equity firm's chief financial officer says.