Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
January 14, 2025
Prudential Joins Effort to Sell New Way to Tap Retirement AssetsThe company is teaming up with FIDx and DFA to create an "insurance overlay" for the assets clients already have.
January 13, 2025
RILAs Will Still Be King of the Annuity Hill, LIMRA PredictsTraditional variable annuity products might be coming up from the valley of despair.
January 10, 2025
Annuity Issuer Adds $3B in CapitalThe company, Aspida, reported $1.9 billion in MYGA sales for the latest quarter.
January 08, 2025
Private Credit Market Player Closes on Nassau Financial InvestmentGolub Capital is now the annuity issuer's leading minority shareholder.
January 07, 2025
How Do You Get Clients to Care About the Future?A Prudential planner has tips for making a distant retirement year come into focus.
January 06, 2025
4 Bills That Could Boost Annuities in 2025Trade groups are pushing to make it easier to buy annuities with retirement plan assets.
January 03, 2025
New York State Bill Could Double Annuity Income Tax Exemption for Older ResidentsThe proposed increase would apply to taxpayers 59 1⁄2 and older.
December 31, 2024
Offer Fee-Only Advice at the Worksite: WealthrampCEO Pam Krueger thinks that 401(k) plan participants should be able to meet a real holistic planner.
December 31, 2024
The MYGA as a Bond AlternativeRegistered index-linked annuities have been getting most of the attention — but there is another option.
December 30, 2024
S&P 500’s 2024 Rally Shocked ForecastersPessimistic equity strategists have continued to be caught off guard by the market’s twists and turns.