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Annuity News

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The latest annuity market trends, sales data, and product news.

Top Stories

3 hours ago
A look at the impact lower interest rates could have on annuity rates (AI-generated image)

What lower interest rates mean to annuity payouts

The rate environment has shifted, and not every product responds the same way.

September 23, 2026
Image shows a badge with the words, "AM Best Rating"
AM Best lowered the financial strength rating of a pair of Advantage Capital-owned life insurers. (AI-generated image)

AM Best downgrades A-Cap insurers amid financial and regulatory troubles

AM Best has downgraded the financial strength ratings of two Advantage Capital Group insurers, citing deteriorating capital and other issues.

September 23, 2026
New lawsuit alleges Delaware Life understated related-party investments and withheld key information from annuity buyers. (AI-generated image.)

Lawsuit claims Delaware Life hid billions in insurer-linked investments

New lawsuit alleges Delaware Life understated related-party investments and withheld key information from annuity buyers.

More Stories

3 hours ago
A look at the impact lower interest rates could have on annuity rates (AI-generated image)

What lower interest rates mean to annuity payouts

The rate environment has shifted, and not every product responds the same way.

September 23, 2026
Image shows a badge with the words, "AM Best Rating"
AM Best lowered the financial strength rating of a pair of Advantage Capital-owned life insurers. (AI-generated image)

AM Best downgrades A-Cap insurers amid financial and regulatory troubles

AM Best has downgraded the financial strength ratings of two Advantage Capital Group insurers, citing deteriorating capital and other issues.

September 23, 2026
New lawsuit alleges Delaware Life understated related-party investments and withheld key information from annuity buyers. (AI-generated image.)

Lawsuit claims Delaware Life hid billions in insurer-linked investments

New lawsuit alleges Delaware Life understated related-party investments and withheld key information from annuity buyers.

AM Best to Deliver Presentation at 2026 ACLI Annual Conference

September 22, 2026

AM Best will speak at the American Council of Life Insurers Annual Conference, which will take place Oct. 14-16, 2026, in Orlando, FL.. Kenneth Frino, managing director, and Erik Miller, senior director, both of AM Best, will deliver a presentation, titled,“ Life and Annuity Segment in Transition,” during which they will focus on operating results across the life/annuity…

Global Atlantic Announces Launch of ForeLifetime Income, a New Fixed Index Annuity

September 21, 2026

Global Atlantic, a leading provider of retirement security and investment solutions and a wholly owned subsidiary of KKR, today announced the launch of ForeLifetime Income, a new fixed index annuity developed specifically for the independent marketing organization channel. That challenge is particularly relevant for the first wave of Generation X now…

September 18, 2026
Image shows the Atlantic Coast Life logo
A-Cap-owned insurers seek a court injunction to keep regulators from taking over. (AI-generated image)

A-Cap strikes back with lawsuit accusing SC regulators of sloppy process, leaking secrets

In its own 32-page lawsuit, the A-Cap insurers accuse Wise of a prolonged and failed campaign to punish the companies.

AM Best to Discuss Its Views on Private Credit Surge and Risks at 2026 NAIC/NIPR Insurance Summit

September 17, 2026

Mirabella has been with AM Best since 2003 and oversees a team of analysts who are responsible for monitoring and evaluating a myriad of insurance companies that operate in the personal lines, commercial lines and life/annuity segments in the United States and Canada. The Insurance Summit is hosted by the National Association of Insurance Commissioners…

OID recovers $260M in life insurance benefits

September 17, 2026

OKLAHOMA CITY— The state Insurance Department announced that Oklahoma consumers matched with more than a quarter of a billion dollars in life insurance and annuity benefits through the Life Insurance Policy Locator. Since January 2017, more than 13,000 Oklahoma residents have submitted search requests, which resulted in confirmed matches totaling $260…

NUNN BILLS TO COMBAT PAYMENT SCAMS, CUT FINANCIAL RED TAPE PASS FINANCIAL SERVICES COMMITTEE

September 17, 2026

Today, the House Financial Services Committee advanced two bipartisan bills introduced by Representative Zach Nunn the Taskforce for Recognizing and Averting Payment Scams Act and the Consumer-Led Enhancement of Annuity and Insurance Registration Forms Act aimed at stopping payment scams before they drain Iowans' life savings and simplifying the…

SS&C Black Diamond Expands Annuities & Insurance Marketplace with New Insurance Capabilities and Carriers

September 16, 2026

SS&C Technologies Holdings, Inc., in partnership with DPL Financial Partners, today expanded insurance solutions within SS&C Black Diamond ® Wealth Solutions’ Annuities& Insurance Marketplace. Additionally, Jackson National Life Insurance Company and Protective Life Insurance Company have joined AIM, increasing the platform’s integrated carrier…

September 16, 2026
Image shows a man arguing before a three-judge panel,
Regulators are debating how to reform annuity illustrations. (AI-generated image)

Regulators urged to sharply limit hypothetical data in annuity illustrations

NAIC regulators are closing in on changes that would limit the use of historical investment returns in annuity illustrations.

September 16, 2026
Image shows a bearded man happily spreading money around
It’s important to review a client’s annuity contract to identify potential surrender charges, tax consequences, and benefits before any surrender, experts say. (AI-generated image)

Your client wants to cash out an annuity. Here’s what to consider

How can advisors best help clients understand the benefits and drawbacks of surrendering an annuity contract?

Oklahoma Insurance Dept. helps Oklahomans recover unclaimed life insurance benefits

September 15, 2026

OKLAHOMA CITY— In connection with Life Insurance Awareness Month, Oklahoma consumers have been matched with $260 million in life insurance and annuity benefits through the Life Insurance Policy Locator, according to the Oklahoma Insurance Department. The free service, hosted by the National Association of Insurance Commissioners, securely checks…

September 15, 2026
Equitable has launched a bitcoin-linked RILA option tied directly to IBIT, adding to a growing number of annuity products offering crypto exposure. (AI-generated image)

Bitcoin gains ground in retirement market with Equitable annuity option

Equitable has launched what it says is the first bitcoin-linked option within a registered index-linked annuity, tied directly to BlackRock’s IBIT ETF.

Best’s Special Report: First-Half 2026 Net Income in U.S. Life/Annuity Insurance Industry Dips Slightly

September 15, 2026

Net income for the U.S. life/annuity insurance industry remained relatively flat in the first half of 2026 compared with the same prior-year period, according to a new AM Best report. The L/A industry’ s total income decreased 8.1% in first-half 2026 from the same prior-year period as premiums and annuity considerations fell $39.4 billion, predominantly due…

September 15, 2026
What life and annuity insurers will look at when investing for future growth (AI-generated image)

The next phase of life insurance investing

Investment strategy may become an increasingly important differentiator for life and annuity insurers.

Ty J. Young Wealth Management Acquires Senior Insurance Services, Expanding Its Growing Annuity Firm: Ty J. Young Wealth Management

September 14, 2026

2026 SEP 14– By a News Reporter-Staff News Editor at Mergers& Acquisitions Daily News– Ty J. Young Wealth Management, a nationally recognized wealth management firm specializing in retirement income strategies, announced the acquisition of Senior Insurance Services, an insurance firm led by Eric Rudd in Washington, Missouri. As Rudd transitioned out of the…

September 9, 2026
Image shows the NAIC logo
Regulators are trying to rein in troublesome annuity illustrations. (AI-generated image)

Guidance, bulletin or reg? NAIC debates form of annuity illustration update

An NAIC working group is leaning toward a model bulletin to quickly address problems with annuity illustrations.

Nationwide adds mutual fund-linked strategy to New Heights Select FIA

September 8, 2026

Nationwide and Annexus have added what they said is the first mutual fund-linked strategy to a fixed indexed annuity. The…

NUNN INTRODUCES BILL TO CUT RED TAPE, GIVE IOWANS CLEARER INSURANCE INFORMATION

September 3, 2026

Representatives Zach Nunn and Brittany Petterson today introduced the Consumer-Led Enhancement of Annuity and Insurance Registration Forms Act, bipartisan legislation requiring the Securities and Exchange Commission to create clear, tailored registration forms for certain life insurance and annuity products. "Planning for retirement is hard…

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