2026 Conversation Starter: Contingent Deferred Annuities
December 30, 2025 by Allison Bell
For the retail annuity market, 2026 could turn out to be a year for headlines about contingent deferred annuities.
A CDA attaches an annuity spigot to a retirement saver’s existing portfolio. The assets stay under the control of the client and continue to count toward the advisor’s assets under management total.
Originally Posted at Think Advisor on Dec 26, 2025 by Allison Bell.
Categories: Industry Articles