Wave of Fixed-Rate Annuity Maturities Looms, Morgan Stanley Analysts Say
March 4, 2025 by Allison Bell
The end of surrender-charge periods for individual fixed annuities could free more than $70 billion in cash to flow just about anywhere.
The new wave of maturities could hurt annuity issuers that are losing sales momentum and help the annuity issuers that are now hot, according to Bob Jiang Huang and other analysts at Morgan Stanley.
Originally Posted at Think Advisor on February 25, 2025 by Allison Bell.
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