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Annuity News

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

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April 20, 2026
Image shows a group of people knocking over a column.
The annuity industry is dealing with several challenges, a LIMRA panel agreed.

Annuity industry grapples with consolidation, innovation and planning shifts

Consolidation among distributors, evolving technology and changing consumer expectations are reshaping how annuity products are developed and sold, a LIMRA panel agreed.

April 17, 2026

Human connection still key in the new annuity era

Consumer trust and confidence are significantly higher when a financial professional is involved, as pandemic-driven changes continue to reshape how annuities are sold and serviced.

Lifetime income is the missing link to global retirement security

April 15, 2026

Prudential Financial announced new global research conducted by the Global Aging Institute showing that while retirement savings have grown in many countries, most systems still leave individuals on their own to manage the risk of outspending or outliving their savings.

April 15, 2026

‘All-weather’ annuity portfolios aim to sharply limit rainy days

Shifting economic conditions — including higher interest rates, market volatility and increased regulatory scrutiny — are forcing companies to rethink how they design and manage annuity products, with a growing focus on so-called “all-weather” portfolios.

April 14, 2026

Annuity income: The new 401(k) standard?

The push to include annuity products in 401(k) plans resembles the early evolution of participant-directed investing.

April 13, 2026

Smart annuity planning can benefit long-term tax planning

Financial professionals who can translate tax complexity into clear guidance bring real value to the individuals sitting across the table.

Agam Capital Announces the Continued Growth of Agam ISAC’s Bermuda Platform

April 13, 2026

TEANECK, N.J.& HAMILTON, Bermuda—- Agam Capital, a global leader in insurance-related asset and liability analytics, is advising one of the largest mutual life insurers in the United States, in the formation and launch of an incorporated segregated account company as a Bermuda- domiciled Class E life and annuity reinsurer. Agam’ s Co-Founders, Chak Raghunathan and…

Best’s Special Report: Analysis Shows Drastic Shift in Life Insurance Reserves Toward Annuity Products, and a Slide in Credit Quality

April 10, 2026

A new AM Best analysis reveals that funds held to back individual annuity policies now account for over 36% of the U.S. life/annuity insurance segment’ s overall reserves, which is up from 32% prior to the financial crisis of 2008. It illustrates a shift from traditional, defined benefit retirement and income protection approaches toward strategies more…

MetLife to Announce First Quarter 2026 Results

April 8, 2026

MetLife, Inc. will release its first quarter 2026 financial results on Wednesday, May 6, 2026, after the market closes. About MetLife 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…

April 2, 2026
Image shows a group of people with either check marks or Xs.
The Connecticut insurance commissioner says liquidation proceedings will continue for PHL Variable Insurance Co.

CT commissioner: 70% of policyholders covered in PHL liquidation plan

Interim Connecticut Insurance Commissioner Joshua Hershman estimates that about 70% of PHL Variable Insurance Co. policyholders will be fully covered by state guaranty associations.

April 1, 2026
Image shows an "Annuity Illustrations Gone Wild" headline
Regulators are receiving feedback on possible updates to illustrations regulations.

‘I get confused:’ Regulators ponder increasing illustration complexities

Regulators highlighted annuity illustrations suggesting annual returns between 10% and 27%, prompting questions about whether consumers are getting good information.

March 30, 2026
Image shows the Equitable and Corebridge logos
The Corebridge Financial merger with Equitable Holdings has the annuity industry buzzing.

Three ways the Corebridge/Equitable merger could shake up the annuity market

The news of the Corebridge/Equitable merger provided shocks through the life and annuity markets.

March 26, 2026
Image shows the logos of Corebridge and Equitable.
Corebridge and Equitable are merging in a blockbuster deal.

Corebridge, Equitable merge to create potential new annuity sales king

Corebridge and Equitable announced an agreement to combine in an all-stock merger, valuing the combined company at approximately $22 billion.

LIMRA: Final retail annuity sales total $464.1 billion in 2025

March 23, 2026

Total U.S. annuity sales increased 7% to $464.1 billion in 2025, according to LIMRA’s U.S. Individual Annuity Sales Survey, which…

March 23, 2026
Image shows an older couple
Annuities can help younger generations replace traditional retirement pension income.

How annuities can enhance retirement income for post-pension clients

How annuities can replace bond and cash allocations to enhance retirement income security for current and future retirees.

We can help find a loved one’s life insurance policy

March 19, 2026

While the staff at the Department of Insurance can’ t help you probate a person’ s will, we can help you locate a lost life insurance policy. You can find the Lost Life Insurance and Annuity Service on the Department of Insurance’ s web page at: ncdoi.gov. Last year, the tool helped North Carolinians obtain $65.9 million in claims from life insurance policies that had…

March 18, 2026
Image shows a block award with the words, "#1 2025 Annuity Sales."
Saltzman Associates’ inaugural annuity market year in review, which looked at institutional distribution through banks and broker-dealers, found that nearly all product lines saw growth.

2025: A record-breaking year for annuity sales via banks and BDs

In 2025, favorable economic conditions, along with aging demographics and more advisors selling annuities, led to record-breaking individual annuity sales across bank, BD and wirehouse channels.

Lincoln Financial launches two new FIAs

March 16, 2026

Lincoln Financial announced the launch of two new fixed indexed annuities — Lincoln FlexAdvantage Income and Lincoln OptiBlend Income — further expanding the company’s suite of retirement income solutions.

Great-West Life & Annuity Insurance Company trademark request filed

March 13, 2026

2026 MAR 13– By a News Reporter-Staff News Editor at Insurance Daily News– According to news reporting originating from Washington, D.C., by NewsRx journalists, a trademark application has been made for“ GREAT-WEST LIFE& ANNUITY INSURANCE COMPANY” by Rachel A. Rice, representing Great-West Life& Annuity Insurance Company. This application was made available to…

March 13, 2026

The forces shaping life and annuities in 2026

In 2026, the focus is set to move beyond digitizing individual steps and toward reinventing the end-to-end operating model.

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