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

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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)

California public-school employees are accepting a $1.1 million settlement over what they claim are improper annuity rider fees.
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Distribution teams say they are ready to sell more annuities, but carriers are slow to adopt new technology. (AI-generated image)

Annuity sales remain hot, but some IMOs are growing impatient with carrier partners they say are moving too slowly on technology.
A new class-action lawsuit targets Delaware Life over annuity disclosures, alleging buyers were not told about affiliated investments. (AI-generated image.)

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

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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 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…
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)

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

Annuity sales remain hot, but some IMOs are growing impatient with carrier partners they say are moving too slowly on technology.
A new class-action lawsuit targets Delaware Life over annuity disclosures, alleging buyers were not told about affiliated investments. (AI-generated image.)

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

Remarriage alone usually isn’t a reason to replace an annuity. The real question is whether the goal for the money has changed.
New lawsuit alleges Delaware Life understated related-party investments and withheld key information from annuity buyers. (AI-generated image.)

New lawsuit alleges Delaware Life understated related-party investments and withheld key information from annuity buyers.

AM Best will speak at the American Council of Life Insurers Annual Conference, which will take place Oct. 14-16, 2026, in Orlando, FL.. Kenneth Frino, managing director, and Erik Miller, senior director, both of AM Best, will deliver a presentation, titled,“ Life and Annuity Segment in Transition,” during which they will focus on operating results across the life/annuity…

Global Atlantic, a leading provider of retirement security and investment solutions and a wholly owned subsidiary of KKR, today announced the launch of ForeLifetime Income, a new fixed index annuity developed specifically for the independent marketing organization channel. That challenge is particularly relevant for the first wave of Generation X now…

OKLAHOMA CITY— The state Insurance Department announced that Oklahoma consumers matched with more than a quarter of a billion dollars in life insurance and annuity benefits through the Life Insurance Policy Locator. Since January 2017, more than 13,000 Oklahoma residents have submitted search requests, which resulted in confirmed matches totaling $260…

Today, the House Financial Services Committee advanced two bipartisan bills introduced by Representative Zach Nunn the Taskforce for Recognizing and Averting Payment Scams Act and the Consumer-Led Enhancement of Annuity and Insurance Registration Forms Act aimed at stopping payment scams before they drain Iowans' life savings and simplifying the…