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Annuity News

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

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May 27, 2025

Annuity laddering strategies that should be in every advisor’s toolkit

Annuity laddering is a simple concept that most agents can understand and share with ease.

May 22, 2025
Image shows advisor Jeffrey Cutter and the SEC logo
Advisor Jeffrey Cutter is appealing a jury verdict in his SEC civil trial.

Jeffrey Cutter files appeal from guilty verdict on Advisors Act disclosures

Advisor Jeffrey Cutter is appealing the lone guilty verdict handed down last month in his trial in a Securities and Exchange Commission civil case.

May 22, 2025
Image shows several arms and the letters, "PHL"
Connecticut regulators are courting a buyer for PHL Variable policies.

Connecticut regulators court potential buyers for PHL Variable blocks

Thirteen companies are studying confidential financial information as Connecticut regulators pursue the sale or reinsurance of PHL, or its blocks of business.

Guardian report finds Americans’ financial health at a 14-year low

May 19, 2025

For the first time, retirement-related challenges topped the list of financial concerns keeping Americans up at night.

MetLife Names Jane Slusark as Chief Communications Officer

May 19, 2025

MetLife, Inc. today announced that Jane Slusark will join the company as chief communications officer, effective June 9, 2025. MetLife, Inc., through its subsidiaries and affiliates, is one of the world’ s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help individual and institutional…

Workers want employers to offer lifetime income in 401(k) plans

May 19, 2025

Almost all workers saving in 401(k) plans (93%) say it is important for their retirement plans to provide options for converting savings into guaranteed monthly retirement income that never runs out, while 87% think employers have a responsibility to help employees achieve retirement income security.

Jackson Adds Nasdaq 100 Index Option, Offers Full Principal Protection Option in Latest Registered Index-Linked Annuity Launch

May 19, 2025

Jackson National Life Insurance Company ®, the main operating subsidiary of Jackson Financial Inc. 1, today launched Jackson Market Link Pro ® III and Jackson Market Link Pro Advisory ® III, further enhancing Jackson’ s suite of registered index-linked annuities. JMLPIII and JMLPAIII give consumers the potential to grow assets before and during…

First Quarter 2025 Statutory Financial Statement for Athene Annuity & Life Assurance Company of New York

May 16, 2025

OF THE CONDITION AND AFFAIRS OF THE. Organized under the Laws of New York, State of Domicile or Port of Entry. Country of Domicile United States of America.

AM Best to Speak and Sponsor at the Program Manager Conference & Awards 2025

May 16, 2025

AM Best Managing Director Greg Williams will join a panel discussion during The Insurer’ s upcoming Program Manager Conference and Awards on May 29, 2025, at Gotham Hall in New York City, NY. Williams oversees a team of analysts who are responsible for monitoring and evaluating companies that operate in the personal lines, commercial lines and life/annuity…

1Q25 FGLIFE of New York Statutory Key Schedules

May 16, 2025

FIDELITY& GUARANTY LIFE INSURANCE COMPANY OF NEW YORK. AS OF MARCH 31, 2025. OF THE CONDITION AND AFFAIRS OF THE.

1Q25 FGLIFE Statutory Key Schedules

May 16, 2025

FIDELITY& GUARANTY LIFE INSURANCE COMPANY. QUARTERLY STATEMENT AS OF MARCH 31, 2025. OF THE CONDITION AND AFFAIRS OF THE.

First Quarter 2025 Statutory Financial Statement for Athene Annuity and Life Company

May 15, 2025

AS OF MARCH 31, 2025. OF THE CONDITION AND AFFAIRS OF THE. Iowa, State of Domicile or Port of Entry.

May 13, 2025
Image shows the Athene logo
Athene Life & Annuity continues to lead the industry in annuity sales.

CEO says Athene ‘better positioned’ to stay No. 1 in volatile annuity climate

Spreads are tight and new entrants are making the annuity market more competitive. But the Apollo-Athene formula gives them an advantage, one executive said Monday.

1Q25 Earnings Release

May 7, 2025

F&G Annuities& Life Reports First Quarter 2025 Results Des Moines, Iowa– F&G Annuities& Life, Inc. a leading provider of insurance solutions serving retail annuity and life customers and institutional clients, today reported financial results for the first quarter ended March 31, 2025. Net loss attributable to common shareholders for the first quarter of $25…

May 7, 2025

John Carroll Interview, Part II: Overcoming the Ned Ryerson stigma

LIMRA’s John Carroll says the industry has an image problem. “Ned Ryerson,” he jokes, in “Groundhog Day.” “He ruined it for everybody.”

Midland National and Dimensional Fund Advisors Announce Collaboration to Deliver New ETF-based Custom Index Annuity Solutions for Advisors and Their Clients

May 7, 2025

Midland Advisory, part of Midland National ® Life Insurance Company, announces a new collaboration with Dimensional Fund Advisors to enhance index-linked annuity solutions. “Our collaboration with Dimensional reflects our shared commitment to providing solutions that align with the evolving needs of financial advisors and their clients,” explained…

Guardian enhances Guardian MarketPerform®, expanding access to New York and adding more customizations

May 7, 2025

–The Guardian Life Insurance Company of America ® has announced that Guardian MarketPerform ®, its Registered Index-Linked Annuity, is now available in New York. First launched nationwide in 2024, Guardian is also introducing additional investment customization options to Guardian MarketPerform. Guardian MarketPerform is a long-term, tax-deferred…

May 7, 2025
Illustration of a bull and a bear squaring off on Wall Street. Market volatility and its impact on FIA participation rates.

Market volatility and its impact on FIA participation rates

What is volatility and why does controlling it matter in terms of fixed indexed annuities and pricing?

FG 2024 Annual Report

May 6, 2025

ANNUAL REPORT 2024 ANNUAL REPORT. 2| F&G Annuities& Life, Inc.. of interest rate fluctuations; equity market volatility or disruption; the impact of credit risk of our counterparties; changes in our assumptions and estimates regarding amortization of our deferred acquisition costs, deferred sales inducements and value of business acquired balances;…

Allianz Life Introduces New Versions of Top-Selling Fixed Index Annuities

May 6, 2025

Allianz Life Insurance Company of North America announced today that it is launching enhanced versions of two of its top-selling 1 fixed index annuities in response to consumer demand and to further help protect Americans from ongoing market volatility. Allianz Benefit Control+ TM Annuity and Allianz 222+ TM Annuity have more options for diversification…

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