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Annuity News

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

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AM Best Affirms Credit Ratings of New York Life Insurance Company and Its Subsidiaries

July 2, 2025

AM Best has affirmed the Financial Strength Rating of A++ and the Long-Term Issuer Credit Ratings of“ aaa” of New York Life Insurance Company, New York Life Insurance and Annuity Corporation, Life Insurance Company of North America, New York Life Group Insurance Company of NY and NYLIFE Insurance Company of Arizona. All companies are referred to as New York Life and…

Chariot Re Launches with Co-Sponsorship by MetLife and General Atlantic

July 1, 2025

MetLife, Inc., General Atlantic, and Chariot Reinsurance, Ltd., an independent Bermuda- based Class E life and annuity reinsurance company, today announced the completion of Chariot Re’ s initial reinsurance transaction with a subsidiary of MetLife. MetLife Investment Management and General Atlantic serve as Chariot Re’ s exclusive external asset managers,…

June 27, 2025

The retirement shuffle: How the industry can adapt

Market volatility, recession fears, tariff uncertainties and other macroeconomic factors are driving many investors to rethink their long-term retirement and financial plans.

June 26, 2025

Corebridge inks $2.8B variable annuity transaction with Venerable

Corebridge Financial has a deal with CS Life Re, a subsidiary of Venerable Holdings, to reinsure all the variable annuities of its Individual Retirement business, with account value totaling $51 billion.

KBRA Releases Comment on Venerable’s Announced Transaction with Corebridge

June 26, 2025

On June 26, 2025, Venerable Holdings, Inc. announced a transaction with Corebridge Financial, Inc. pursuant to which it will reinsure approximately $51 billion of variable annuity business from American General Life Insurance Company and The US Life Insurance Company in the City of New York. Additionally, Venerable will acquire Corebridge’ s investment…

Venerable Holdings, Inc. Strikes Landmark Agreement with Corebridge Financial, Inc.

June 26, 2025

Venerable Holdings, Inc., the leader in providing innovative risk transfer solutions to variable annuity issuers, today announced a landmark transaction with Corebridge Financial, Inc. that will increase Venerable’ s total assets under risk management, on a pro forma basis as of March 31, 2025, by approximately 77% from $67 billion to $118 billion.

Corebridge Financial Announces Transformative Individual Retirement Variable Annuity Transaction with Venerable

June 26, 2025

Corebridge Financial, Inc. today announced that it has entered into an agreement with CS Life Re, a subsidiary of Venerable Holdings, Inc. to reinsure all the variable annuities of its Individual Retirement business, with account value totaling $51 billion as of March 31, 2025. The transaction is valued at $2.8 billion, consisting of both ceding commission and…

AM Best to Speak at Society of Actuaries’ 2025 Valuation Actuary Symposium

June 24, 2025

The panel session is scheduled for Wednesday, Aug. 20, at 10:45am CDT. Kohlberg has been with AM Best since 2010, and as a team leader, maintains a diverse portfolio of life and annuity insurers located in the United States, Canada and Caribbean and regularly presents at the AM Best Review Preview conference as well as being involved in other AM Best industry…

TruStage launches ZoneChoice Advantage annuity

June 24, 2025

TruStage announced the launch of a new retirement solution, the TruStage ZoneChoice Advantage Annuity, underwritten by MEMBERS Life Insurance Company, a registered index-linked annuity with new crediting strategies for end-investors.

June 20, 2025
Illustration showing symbols for wealth and for bitcoin. Could-a-bitcoin-based-indexed-annuity-be-in-the-future

Could a bitcoin-based indexed annuity be in the future?

An insurtech holding company is seeking a fronting carrier and regulatory approval for a bitcoin-based indexed annuity.

June 18, 2025
A glass overflowing with juice with two fruits labeled "annuity" nearby. Annuities 'can add a little juice to the retirement portfolio.

Annuities ‘can add a little juice to the retirement portfolio’

Retirement is not a one-time event; it is a dynamic phase of life that requires a vision of what the post-employment years will look like for each individual and how that vision will be funded.

June 17, 2025

Annuity sales top $100B for the 6th straight quarter, LIMRA reports

U.S. annuity sales exceeded $106 billion in the first quarter, with more than half of the top 20 carriers reporting sales growth, LIMRA reported.

Athene announces key leadership appointments

June 16, 2025

Athene, subsidiary of Apollo Global Management, announced today that its board of directors has appointed Grant Kvalheim as chief executive officer, effective July 1.

June 16, 2025
Image says, "Annuity King Civil Suit"
Phillip Roy Wasserman claims agents had biases when they investigated his annuity business.

‘Annuity King’ gets trial date for lawsuit against feds, Florida regulators

Phillip Roy Wasserman is expected to get another day in court to make his case that state and federal agents broke the law during investigations that led to his fraud conviction.

American National Insurance Company Introduces Smart Start Accumulator Series

June 11, 2025

–American National Insurance Company announces the launch of its innovative Smart Start Accumulator Series, a series of single premium fixed indexed annuities designed to provide clients with the opportunity for significant growth by maximizing accumulation potential from day one. The series, which includes Smart Start Accumulator and Smart Start…

Security Benefit bolsters its Foundations Annuity

June 10, 2025

Security Benefit today announced the addition of index accounts based on three new indices to its fixed index annuity, Foundations Annuity.

June 10, 2025
Image shows the National Life Group logo.
National Life Group saw record-setting sales numbers in 2024.

National Life: Strong 2024 sales led by 20% life growth, 17% annuity rise

National Life Group set a bunch of new sales records in 2024, including $635 million in life insurance policies, $3.4 billion in annuities.

June 9, 2025
Image shows the LIMRA/LOMA and Alliance for Lifetime Income logos. LIMRA/LOMA courts consumers with Alliance for Lifetime Income merger.

LIMRA/LOMA targets consumers with Alliance for Lifetime Income merger

For LIMRA, the decision to venture into the consumer-focused space comes amid soaring annuity sales and the SECURE Act bills boosting the products.

June 3, 2025
Image shows a man at a desk with papers around the background
Legacy systems are one big problem with the insurance industry's desire to go digital.

Legacy systems a big barrier to insurance industry digital marriage

Legacy systems remain a very large hurdle for many old-guard life insurance companies. But things are slowly changing.

June 3, 2025

Annuities: The next step in retirement planning

Annuities offer a blend of security and flexibility that can complement other retirement income sources.

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