Annuity sales in the U.S. exceeded $432 billion in 2024 as retirees seek guaranteed retirement income. Timing, age limits, and fees are key factors impacting annuity suitability.

Explore how the dramatic increase in the federal estate tax exemption impacts estate planning for federal employees, including trust strategies and step-up in basis tax benefits.

Explore the role of annuities in U.S. retirement planning, their complexity, advisor challenges, and their benefits for income security and lifestyle integration.

Federal judge permits lawsuit alleging Bank of America's 401(k) forfeiture policy breaches federal vesting laws, spotlighting retirement plan compliance.

Athene Holding sustains leadership in U.S. annuities despite a 19% sales decline and nearly vanished pension deals. Strategic focus shifts to fixed-indexed annuities and defined contribution retirement solutions amid litigation challenges.

A leading Third-Party Administrator adopts CalcFocus Achieve and Forecast systems to modernize policy administration, enhance digital service, and accelerate Life and Annuity product deployment.

Tropical Storm Erin is intensifying and predicted to become the first hurricane of the season, with minimal impact expected on South Florida. Additional Atlantic waves show low development potential.

Michigan financial advisor Todd Bernstein charged with insurance fraud for submitting false annuity applications involving early annuity surrenders, under investigation by Michigan DIFS and Attorney General.

Explore how changes in CPI reporting and BLS leadership impact inflation-protected retirement income strategies, focusing on annuities with fixed escalators versus CPI-based adjustments.

Jackson Financial reports strong Q2 growth driven by RILA annuities and improved capital allocation, signaling positive trends in the U.S. insurance market.