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Annuity News

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

Top Stories

October 28, 2026
Image shows a paper bill being stretched.
Flexible annuities are essentially goal-matching tools rather than retirement savings products. (AI-generated image)

How flexible annuities fit today’s retirement portfolios

Advisors should understand the value of flexible annuities, especially for clients who want good returns while saving for specific financial goals.

Foresters Financial appoints Tom Ross as chief distribution officer for U.S. annuity sales

October 27, 2026

TORONTO, Oct. 27, 2026 — Foresters Financial has appointed Tom Ross as chief distribution officer, U.S. annuity sales, effective Oct….

October 21, 2026
Image shows an older couple at a table
Rather than focusing solely on guaranteed income, advisors should explore how different annuity options align with clients’ goals. (AI-generated image)

Changing client priorities are reshaping annuity conversations

While guaranteed income remains important, principal protection, growth opportunities, and other goals are also top priorities.

More Stories

National Life Group expands annuity portfolio

October 28, 2026

National Life Group announced a series of enhancements to its annuity portfolio designed to give consumers greater flexibility, certainty and support in how they grow, protect and save for retirement.

AM Best to Join Life/Annuity Insurance-Focused Panel Discussion at Capitol Forum Event

October 28, 2026

AM Best will join a panel discussion to discuss shifting market forces in the U.S. life/annuity insurance segment at The Capitol Forum’ s“ Life& Annuity Industry at a Crossroads” event, on Thursday, Nov. 12, 2026, at the National Press Club in Washington, D.C.. The Capitol Forum covers public policy-related topics. Headquartered in the United States, the company does…

USAA Earns No. 1 Ranking in JD Power Individual Annuity Study for the Third Consecutive Year

October 28, 2026

USAA Life Insurance Company today announced it ranked No. 1 in the JD Power 2026 U.S. USAA received an overall customer satisfaction score of 740 compared with an industry average of 653 and ranked #1 across each of the eight study dimensions. “Earning this recognition for the third consecutive year reflects our commitment to earning members’ trust with the…

October 28, 2026
Image shows a paper bill being stretched.
Flexible annuities are essentially goal-matching tools rather than retirement savings products. (AI-generated image)

How flexible annuities fit today’s retirement portfolios

Advisors should understand the value of flexible annuities, especially for clients who want good returns while saving for specific financial goals.

Foresters Financial appoints Tom Ross as chief distribution officer for U.S. annuity sales

October 27, 2026

TORONTO, Oct. 27, 2026 — Foresters Financial has appointed Tom Ross as chief distribution officer, U.S. annuity sales, effective Oct….

Symetra and TIAA Announce Launch of Mariner Re

October 26, 2026

BELLEVUE, Wash.& NEW YORK—- Symetra Life Insurance Company, a leading provider of life, retirement and employee benefit insurance products, and Teachers Insurance and Annuity Association of America, a long-standing leader in lifetime income, today announced the launch of Mariner Re Ltd., a Class E licensed reinsurer domiciled in Bermuda. Symetra Investment…

Jackson Launches Suite of Fixed Index Annuities Focused on Accumulation

October 26, 2026

Jackson National Life Insurance Company ®, the main operating subsidiary of Jackson Financial Inc. 1, today launched Jackson Fixed Index Accumulation™ and Jackson Fixed Index Accumulation™ Advisory, fixed index annuities that protect retirement savings while providing growth potential. “The launch of the Jackson Fixed Index Accumulation™ Suite…

Farm Bureau P&C insurers post first underwriting gain since 2021

October 21, 2026

The Best’ s Market Segment Report, titled,“ US Farm Bureau Insurers Reverse Direction: P/C Profitable; L/A Premiums Up Slightly,” notes that momentum following the strong 2025 results has continued into the first half of 2026, as property/casualty farm bureaus recorded nearly $1 billion in underwriting gains in the first six months of 2026, on pace with the $2.9…

Legacy Marketing, Malibu Life launch two fixed indexed annuities

October 21, 2026

Legacy today announced the release of two new fixed indexed annuities with carrier partner Malibu Life. Issued by Malibu Life’ s Texas- domiciled insurance company TruSpire Retirement Insurance Company, PillarMark SM with MultiRider SM offers competitive lifetime income with a 10- year wait, while SpireMark SM with MultiRider Max SM provides greater…

October 21, 2026
Image shows an older couple at a table
Rather than focusing solely on guaranteed income, advisors should explore how different annuity options align with clients’ goals. (AI-generated image)

Changing client priorities are reshaping annuity conversations

While guaranteed income remains important, principal protection, growth opportunities, and other goals are also top priorities.

Solen Software acquires annuity software provider Cooperative Technologies

October 19, 2026

Solen Software Group, a permanent home for exceptional software companies, today announced the acquisition of Cooperative Technologies, Inc., an Atlanta- based provider of annuity and life insurance replacement data software. Founded by Vaughan Lund in 1990, Cooperative Technologies has spent more than three decades helping insurance carriers and…

MassMutual Expands Lending Options With New Secured Credit Line

October 15, 2026

MassMutual today announced the availability of the MassMutual Wealth Management Secured Credit Line, a flexible lending solution designed to help clients access liquidity while remaining invested in their long-term wealth management strategy. “Having access to credit– and tapping it thoughtfully and intentionally– is becoming an important component…

Corebridge Financial Introduces Progressive Trigger, a First-of-Its-Kind Index Annuity Strategy Designed to Turn Missed Years into Future Opportunity

October 12, 2026

Corebridge Financial today announced the launch of Progressive Trigger, a first-of-its-kind index annuity interest-crediting strategy designed to help customers preserve future growth potential despite a down year. “Protection from market downturns has always been one of the defining benefits of index annuities,” said Bryan Pinsky, President of…

October 12, 2026
Image shows the California state flag
The proposed settlement would recover about 36.6% of the roughly $3 million in potential restitution in a lawsuit over annuity fees. (AI-generated image)

Insurer proposes $1.1M deal to resolve CA teachers’ annuity fee lawsuit

California public-school employees are accepting a $1.1 million settlement over what they claim are improper annuity rider fees.

October 12, 2026
Image shows a man's fist and an hourglass filled with sand
Distribution teams say they are ready to sell more annuities, but carriers are slow to adopt new technology. (AI-generated image)

IMOs get frustrated with slow carrier adoption of faster technology

Annuity sales remain hot, but some IMOs are growing impatient with carrier partners they say are moving too slowly on technology.

October 9, 2026
A new class-action lawsuit targets Delaware Life over annuity disclosures, alleging buyers were not told about affiliated investments. (AI-generated image.)

New class-action lawsuit targets Delaware Life over annuity disclosures

A new class-action lawsuit targets Delaware Life over annuity disclosures, alleging buyers were not told about affiliated investments.

October 7, 2026
Image shows a man dipping a woman during a dance
Remarriage is a good time to review the annuity’s beneficiary designation. (AI-generated image)

A client remarried: Does their annuity still fit?

Remarriage alone usually isn’t a reason to replace an annuity. The real question is whether the goal for the money has changed.

Gen X and millennials seek new retirement model

October 6, 2026

The retirement landscape has fundamentally changed for Generation X and millennials, according to a new survey conducted by Harris Poll on behalf of Athene.

Global Atlantic names Dan Farrelly head of IMO and IBD channels

October 5, 2026

Global Atlantic named Dan Farrelly head of IMO and IBD channels to help expand its annuity distribution business.

A rising retirement challenge: The license to spend

October 1, 2026

A new study shows that many retirees need guidance, clear withdrawal strategies, and guaranteed lifetime income to feel they have a “license to spend” on things they enjoy. 

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