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Variable Annuities

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How Do Governments Tax An Annuity?

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The amount depends on a number of factors, including how you bought the product and when.

Allianz Launches Annuity In First Foray Into Defined Contribution Market

by FA Staff

The Allianz Lifetime Income+ Annuity is designed as an option in employer-sponsored retirement plans.

Covid-19 Takes Dramatic Toll On U.S. Life Expectancy

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It's unclear how long it will take for life expectancy to rebound.

Annuities Sales Increase Nearly 4% In First Quarter

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The industry is looking for annuities to rebound after a tough year.

Clients Are Overlooking Annuities For Retirement Income, Panelists Say

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A Next Chapter panel discussion argues that annuities have a role to play for retirees in a low-interest-rate environment.

Total Annuity Sales Jumped 9% In The First Quarter

by FA Staff

SRI said sales were driven by products providing principal protection and investment growth.

Variable Annuity Investors Outperform Their Mutual Fund Counterparts, DALBAR Finds

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The average equity VA subaccount investor outperformed the average equity mutual fund investor over 20 years.

Closing The Life Insurance And Annuity Sales Fintech Frontier

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Technological evolution has been slow to come to the insurance and annuity sector.

New Legislation To Require Annuities In Retirement Plans

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The SECURE Act paved the way for annuities in 401(k)s. This bill would require them.

Insurance Regulators Fall Short On Annuity Sales Rules, Consumer Advocate Says

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Proposed guidance on annuity sales overlooks compensation conflicts, according to consumer advocate Barbara Roper.

UnionBanc Investments Fined $100,000 For Unsupervised Annuity Sales

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The Glendale, Calif.-based broker-dealer failed to properly oversee variable annuity exchanges, Finra said.

Can Annuities Boost Retiree Returns?

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Different products provide various strategies for retirees.

Broker's Annuity Strategy Nets $275K Fine For Ohio National Life Subsidiary

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Finra said ONESCO failed to stop a broker from putting clients into unsuitable variable annuity strategies.

Advisors, Agents Worry Over Fate Of Overturned N.Y. Annuities Sales Rule

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The state could appeal a court rejection of its best-interest annuity rule.

N.Y. Supreme Court Overturns Sales Regulations On Annuities And Insurance

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Insurance agents and advisors in New York won a lawsuit to overturn the state's best interest sales standard.

Acting Before Tax Law Changes Is Probably A Loser's Game

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Changes in federal and state tax laws can impact taxes on a household portfolio.

Jasmine Jirele To Be Allianz CEO

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Jirele will succeed CEO Walter White after his retirement later in the year.

Finra Enforcement Fines And Restitution Surged In 2020

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Finra levied $57 million in fines last year, up from $40 million in 2019, said Eversheds Sutherland.

Generating Retirement Income With Annuities?

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Amid low interest rates and volatile stock movements, what role do annuities play in retirement income?

Overall Annuity Sales Fell 9% In 2020

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But registered index-linked annuities were an industry bright spot, according to the Secure Retirement Institute.

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