U.S. Annuity Sales Hit Record $119.5B in Q2 2025, Driven by Product Innovation and Market Demand

U.S. Annuity Sales Hit Record $119.5B in Q2 2025, Driven by Product Innovation and Market Demand

U.S. annuity sales reached a record $119.5 billion in Q2 2025, fueled by product innovation and growing demand for guaranteed retirement income, according to LIMRA.

JG Wentworth Issues $300M in Structured Settlement-Backed ABS, Surpasses $2B Since 2020

JG Wentworth completes $300 million issuance of structured settlement-backed asset-backed securities, surpassing $2 billion cumulative ABS since 2020 with strong institutional investor demand.

Maersk Inc. Faces Lawsuit Over Mismanaged 401(k) Fixed Annuity Investment

Maersk Inc. is sued for alleged mismanagement of its 401(k) plan involving a fixed annuity from John Hancock, potentially causing $22 million in losses.

F&G Annuities & Life Sees Increased Institutional Investment and Strong Earnings

F&G Annuities & Life attracts institutional investors with strong Q2 earnings and steady dividends, reflecting confidence in its insurance and annuity products.

Institutional Investors Increase Holdings in F&G Annuities Amid Earnings Beat

Institutional investors including Wellington Management and Raymond James increase holdings in F&G Annuities & Life after the insurer reports strong quarterly earnings and raises dividend payout.

Challenger Limited Revises 2025 Financial Calendar Amid APRA Consultations

Challenger Limited postpones its 2025 Investor Day amid ongoing APRA consultations on annuity capital settings, affecting the Australian insurance and financial sectors.

Strategic Timing Crucial in U.S. Annuity Purchases for Retirement Income

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.

Federal Estate Tax Exemption Surge Reshapes Estate Planning for Federal Employees

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.

Annuities in Retirement Planning: Addressing Complexity and Enhancing Security

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 Allows Lawsuit Against Bank of America Over 401(k) Vesting Practice

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