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

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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)

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

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.

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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…
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)

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

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…
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)

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.
What life and annuity insurers will look at when investing for future growth (AI-generated image)

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

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…

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…

The following information was released by the Montana Commissioner of Securities and Insurance:. The Life Insurance Policy Locator, hosted by the National Association of Insurance Commissioners with the support of the State Auditor's Office, helps identify unclaimed life insurance policies and annuity contracts by searching records of participating…

A new AM Best report notes an increased level of reinsurance leverage by U.S. life/annuity companies ceding out business, which is being fueled by strong annuity product growth, higher interest rates, and further offshore transactions as a result of differing capital regimes. The Best’ s Market Segment Report,“ Global Life/Annuity Reinsurers Remained Poised…