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Annuity News

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

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Caregiving affects ‘sandwich generation’s’ retirement plans

April 22, 2025

Although the sandwich generation’s average age of expected retirement is 65, only 24% of respondents have a written retirement plan and 30% indicate they are concerned about having to rely on their children for financial support in retirement.

April 18, 2025
Image shows the AuguStar Retirement logo
AuguStar Retirement is offering a major bonus on its FIA.

Augustar generates industry buzz with 24% premium bonus on its FIA

AuguStar Retirement got the annuity industry’s attention this week by announcing a 24% premium bonus on its fixed indexed annuity.

Michal Wilson "Mike" Perrine

April 13, 2025

Born and raised in Miami, Florida, Mike attended Miami Edison High School, spent six years in the United States Navy where he made rank as an E5 Cryptologic Technician, received a bachelor's degree from the University of Maryland, then spent 33 years with State Farm Insurance Companies where he excelled in life insurance and annuity sales and qualified for the…

April 10, 2025
Image shows a crowd of shaded people before a digital money scene
Annuity sales are heading into an all-digital world.

Emerging digital annuity sales process cutting cycle times by 94%, IRI says

Carriers are eagerly signing on to a new paperless transaction process for annuity transfers that is cutting cycle times by 94%.

April 9, 2025

In times of market volatility, FIAs make the difference

How fixed indexed annuities may help clients confidently stay the course.

April 7, 2025
Illustration of an elderly couple standing atop a pile of coins with the words "Charitable Giving" in the background. Charitable-gift-annuities-gaining-in-popularity.

Charitable gift annuities gaining in popularity

A CGA is an agreement between a donor and a nonprofit organization that provides the donor with a fixed income stream for life.

Nationwide and Annexus establish first actively managed mutual fund within a RILA

April 7, 2025

Nationwide, along with Annexus and Capital Group are partnering to add new strategies indexing to the American Funds Growth Fund of America Class F-3 mutual fund within the Nationwide Defined Protection Annuity 2.0.

AM Best Comments on the Credit Ratings of Talcott Financial Group Ltd.’s Subsidiaries Following Announced Reinsurance Transaction With Japan Post Insurance Co., Ltd.

April 1, 2025

AM Best has commented that the Financial Strength Rating of A- and the Long-Term Issuer Credit Ratings of“ a-” of Talcott Resolution Life Insurance Company, Talcott Life Re, Ltd. and Talcott Resolution Life and Annuity Insurance Company, collectively referred to as Talcott Financial Group, remain unchanged with stable outlooks following an announced…

Globe Life Inc. (NYSE: GL) is a Stock Spotlight on 4/1

April 1, 2025

Globe Life Inc. (NYSE: GL) is the focus of IBN’s latest stock spotlight. The company’s shares have moved -0.74% on the day to $130.75. Globe Life Inc., through its subsidiaries, provides various life and supplemental health insurance products, and annuities to lower middle to middle income households in the United States. The company operates through […]

Sammons Financial Group “Goes Digital” in Annuity Transfers

March 27, 2025

Sammons ® Financial Group member companies Sammons Institutional Group ®, Inc., Midland National ® Life Insurance Company, and North American for Life and Health Insurance ®, this week will introduce a new paperless transaction process for annuity transfers. Sammons Financial Group is one of three annuity carriers that helped to develop, test, and pilot…

Somerset Reinsurance Announces the Appointment of Danish Iqbal as CEO

March 26, 2025

Somerset Reinsurance Ltd., a leading reinsurer for life insurance and annuity companies, today announced the appointment of Danish Iqbal as the company’s new Chief Executive Officer, effective April 30. Mr. Iqbal succeeds Jeff Burt who, as announced yesterday, will become co-CEO of Aquarian Insurance Holdings, the holding company for Somerset Re.

Majesco Announces Participation in LIMRA 2025: Showcasing Cutting-Edge Innovations in Insurance Technology

March 25, 2025

Majesco, a global leader of cloud insurance solutions for insurance business transformation, is excited to announce its participation at the 2025 LIMRA Life Insurance and Annuity Conference, taking place from March 31 st to April 2 nd at the Hilton New Orleans Riverside in New Orleans, LA. With a bold theme of‘ Dare to Innovate,’ Majesco is committed to…

2024 Letter to Shareholders

March 21, 2025

Our asset management business had over $135 billion of inflows and further expanded its credit platform through a partnership with Castlelake, an asset-backed credit specialist. Our wealth solutions business is now firmly established as a top-tier annuity writer in the U.S., top two in Canada, and we are just getting started in the U.K. Our operating…

Fortitude Re Announces $4 Billion Annuity Reinsurance Agreement with Taiyo Life Insurance Company

March 21, 2025

FGH Parent, L.P.,, a leading global reinsurance company, today announced the signing and closing of a $4 billion reinsurance transaction between its subsidiary, Fortitude International Reinsurance Company Ltd. and Taiyo Life Insurance Company, a wholly owned subsidiary of T&D Holdings, Inc. “We are honored that Taiyo Life continues to place their trust in us and…

Lincoln Financial Announces Plans to Launch Two New Private Market Funds to Expand Its Solutions Platform

March 19, 2025

Lincoln Financial, a leading provider of insurance, annuities, group benefits and retirement solutions, announces its expansion into the rapidly growing private markets industry, partnering with Bain Capital, a leading global private investment firm, and Partners Group, one of the largest firms in the global private markets industry, to launch two new…

California insurance department sued by consumer group over public records

March 17, 2025

The Life Insurance Consumer Advocacy Center (LICAC) has filed a lawsuit against the California Department of Insurance (CDI) for violations…

Life Insurance Products Could Slash Billions in Government Spending, Report Finds

March 17, 2025

The American Council of Life Insurers released a report that highlights how private insurance products can save billions in federal spending by reducing dependence on Social Security and Medicaid. For Social Security retirement income, delaying benefits–often enabled by life insurance and annuities–yields a net present value savings of $11 billion…

Guaranty Income Unveils New Digital Experience

March 12, 2025

Guaranty Income Life Insurance Company, a leading provider of fixed indexed annuities, unveiled an enhanced gilico.com website to better serve its customers and financial professionals in the years ahead. “We are making it as easy as possible for people to access helpful financial tools and educational resources,” said Joe Wieser, President of Guaranty…

March 11, 2025
Image shows the Equitable and Allianz logos.
LIMRA's top 20 annuity sales list looks a little different for 2024.

Updated: Equitable, Allianz move into top 5 in final LIMRA 2024 annuity sales list

For the first time ever, total quarterly annuity sales surpassed $100 billion in all four quarters of the year.

Best’s Market Segment Report: US Life/Annuity Insurers to Experience Modest Growth, While Net Income Returns to Pre-Pandemic Levels

March 11, 2025

AM Best is projecting modest growth in capital& surplus of approximately $48 billion for the U.S. life/annuity insurance industry over the combined 2024-2025 period, according to a new Best’ s Market Segment Report. The segment’ s net income in 2025 is projected to exceed pre-pandemic levels and reach an estimated $51.1 billion in 2025, up from $37.9 billion…

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