Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
December 11, 2024
Year-End RMDs and the QCD Workaround StrategyQualified charitable distributions can help clients reduce tax liability, but there are pitfalls to avoid.
December 11, 2024
MetLife to Create Life and Annuity Funding VehicleThe insurance giant will use Chariot Re to reinsure $10 billion in in-force annuities.
December 10, 2024
Nippon Life Closes on Big Corebridge Stake, Adds U.S. Annuity SizzleThe Japanese giant is also said to be in talks to acquire Resolution Life for $8.2 billion.
December 10, 2024
12 Merry Retirement Facts for 2024Scary stats about the state of retirement planning abound, but the news isn't all bad.
December 09, 2024
Treasury and Fed Tell States to Watch Life Insurers More CarefullyRegulators are nervous about the companies' private credit and offshore reinsurance disclosures.
December 06, 2024
Trump's SEC Pick Criticized Bank Regulators' Efforts to Expand ScopePaul Atkins told them to stop trying to oversee solvency at life and annuity issuers and asset managers.
December 05, 2024
Utah Tells Sentinel Security Life to Stop Writing New BusinessA valuation firm and the insurer's owner disagree about the value of the firm's assets.
December 04, 2024
What Scares Global Regulators About Life and Annuity Issuers NowSure, you know about equity, credit and liquidity risk. There are other risks.
December 03, 2024
Pru Names New CEOCharles Lowrey will continue to be chairman for 18 months as Andrew Sullivan takes the reins.
December 03, 2024
DPL Gains New Insurance Industry InvestorsThe latest funding round represents the first investments in the advisor annuity distribution platform by insurers.