Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
7 Indicators of Clients' Current Level of Fear
By Allison BellInvestors have been through a lot. They must be calm this time. Right? Well ...
June 23, 2025
12 Insurers That Sold the Most RILAs in Q1These are the hottest issuers in one of the hottest financial services sectors.
June 23, 2025
Senate Readies Tax Bill for Vote as Holdouts Threaten DelayPresident Donald Trump’s tax-and-spending agenda is nearing a climactic vote in the Senate this week.
June 20, 2025
Global Atlantic, MassMutual Put 25% of Bond Allocations in Privately Rated Assets: Moody'sWhile returns may be higher, outsiders' view can be blurrier, the rating agency says.
June 20, 2025
Debate: Should Key Tax Bill Provisions Be Temporary?Several components of the working drafts in Congress are scheduled to leave the tax code after 2028.
June 20, 2025
Should These Clients Buy an Annuity? Two Case StudiesWhile not a fit for all clients, annuities can help address several common retirement planning concerns.
June 18, 2025
PNC to Pay $200,000 for Lax Annuity Exchange MonitoringThe firm failed to monitor reps’ rates of deferred variable annuity exchanges, FINRA said.
June 18, 2025
Social Security to Go Bust in 2033: Trustees ReportThe combined trust funds are on track to go broke one year earlier than projected in 2024.