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Archive for July 2026

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  • Moore on the Market 7/15/2026

    {July 15th, 2026} by Sheryl J. Moore

      Good morning! Here’s the latest life/annuity product news, delivered FREE to your inbox…   ANNUITY   07/15/26:  AuguStar launches their Observatory indexed annuity series. What’s interesting about the products? Annuitants can choose from asset allocation models or individual indexing options. Most of the rates on these annuities are guaranteed for the contract term. Look […]

    Jackson to Report Second Quarter 2026 Financial Results on August 4

    {July 15th, 2026} by Jackson Financial Inc.

    LANSING, Mich.–(BUSINESS WIRE)–Jackson Financial Inc.1 (NYSE: JXN) (Jackson®) today announced that it will release second quarter 2026 financial results after market close on Tuesday, August 4, 2026. Jackson’s press release and supplemental financial materials will be available at investors.jackson.com. Jackson will host a conference call and webcast to discuss the results at 10 a.m. ET on Wednesday, […]

    Canvas Annuity Launches 10-Year MYGA at 6.3%, Introduced by New Mascot Steady Edward

    {July 15th, 2026} by Canvas Annuity

    SCOTTSDALE, Ariz., July 8, 2026 /PRNewswire/ — Canvas Annuity, an innovator in direct-to-consumer annuities, announced it will launch a 10-year Multi-Year Guaranteed Annuity (MYGA), beginning today. The new 10-year term will debut with a market-leading initial interest rate of 6.3%, which is guaranteed for the entire term. To champion this milestone, the company has also unveiled its new […]

    Partial annuitization: How advisors can help clients balance income, growth

    {July 15th, 2026} by Anna Baluch

    In recent years, we’ve seen greater market volatility, higher inflation, uncertainty about the future of Social Security, and longer life expectancies. These concerns are changing the conversation many people are having about how to allocate their nest egg. “More retirees are warming up to the idea of partial annuitization to assure a guaranteed lifetime income […]

    Swiss Re Sees U.S. Life Insurers Facing More Market Stress

    {July 15th, 2026} by Allison Bell

      Analysts at a company that helps keep the U.S. life insurance and annuity party going are wondering if U.S. issuers are dancing a little too hard on the tables. The Swiss Re Institute has published a quietly nervous forecast in its new annual review of the world’s insurance markets. Read at Think Advisor    

    FIDx Preparing for ‘Insurance Overlay’ Boom

    {July 15th, 2026} by Allison Bell

    Fiduciary Exchange is preparing for what it’s hoping will be a contingent deferred annuity boom. The annuity and insurance technology firm is launching major sales efforts for “insurance overlay” products in the next few months, and it’s talking to big distributors about more efforts to expand the program within about 18 months. Read at Think […]

    Excess Return Indexes Are Everywhere in Fixed Indexed Annuities

    {July 15th, 2026} by Branislav Nikolić

    The debate around fixed indexed annuity illustrations has been going on for years now, and it has picked up lately, especially around custom indexes labeled “excess return.” Experts have argued, often fairly, that some historical FIA illustrations create expectations and that the actual mechanics of the product may struggle to deliver on those expectations over time. Read […]

    AI’s dual reality: Efficiency for insurers, disruption for agents

    {July 15th, 2026} by Paige Waters and Stephanie Macro

    Artificial intelligence is no longer a buzzword reserved for technology conferences and corporate strategy decks. It is actively reshaping how life and health insurance is sold, underwritten, serviced and regulated. Those who understand the technology and how to implement it wisely will be better positioned for the future of insurance distribution. Read at INN

    Regulators clear way to rewrite annuity illustration rules

    {July 15th, 2026} by John Hilton

    A National Association of Insurance Commissioners’ committee voted Monday to reopen the annuity disclosure model to give regulators a chance to tamp down illustrations. Regulators with the Life Insurance and Annuities Illustrations Working Group say that some sales illustrations project unrealistically high returns, which could leave consumers with inflated expectations about product performance. Read at […]

    Guide women along the walk through widowhood

    {July 15th, 2026} by Susan Rupe

    Although more than $54 trillion in wealth is expected to transfer to widows by 2048, many women still face financial insecurity after their spouse dies. A LIMRA report, “A Widow’s Walk to Financial Confidence“,  found older widowed women have a higher-than-average poverty rate, while widows overall report low financial preparedness. Read at INN

    Guardian report finds small business owners’ confidence may be masking financial vulnerabilities

    {July 15th, 2026} by Guardian

    NEW YORK, July 14, 2026 /PRNewswire/ — Small business owners are setting ambitious goals and looking to the future with confidence, but a new report from The Guardian Life Insurance Company of America® (Guardian) suggests many may be pursuing those ambitions without necessary financial safeguards. Read the full ‘Big Goals, Fragile Foundations’ report here. Confidence outpaces preparedness According to […]

    Proof that we’re not just data aggregators?

    {July 15th, 2026} by Sheryl J. Moore

    Wink, Inc. has got the intel you need! 😉 Proof that we’re not just data aggregators? *****Data Nerds***** Our team has nearly two centuries of combined experience in the annuity and life insurance markets. We’re product experts who understand the nuances and complexities of the products we track. *****Insurer Besties***** We maintain relationships with the […]

    PHL Variable liquidation pushed out to 2027, Connecticut regulators say

    {July 14th, 2026} by Jul 1, 2026

    The liquidation of PHL Variable Insurance Co. will not happen until next year at the earliest, Connecticut Insurance Commissioner Josh Hershman said in a status update filed Tuesday. State insurance guaranty associations are preparing to seek bids from insurers willing to assume portions of the troubled company’s business, Hershman explained, a process that will take […]

    Annuities Reduce Retirees’ Financial Stress, Academic Paper Finds

    {July 14th, 2026} by Edward Rueda

    Annuities provide guaranteed payments that could, in turn, reduce retirees’ financial stress and potentially lengthen life spans, according to a recent study published by the National Bureau of Economic Research. Looking at administrative payout data from approximately 600,000 Chilean retirees from 2004 through 2022, the study found that surveyed retirees with annuities had a 2.55% reduction […]

    Brett Blake of Annuity.com Discusses the Future of Retirement on “Moving America Forward” with Tom Hegna

    {July 14th, 2026} by PRLog

    Retirement planning is entering a new era, and Brett Blake, CEO of Annuity.com, believes technology and guaranteed income solutions will play a major role in helping Americans retire with greater confidence and security. Blake recently joined nationally recognized retirement expert Tom Hegna on the television program Moving America Forward for a conversation exploring the future of retirement […]

    IRS Issues Final Regulations on Life Insurance Contract Transfers

    {July 14th, 2026} by Bloomberg Tax Automation

    The IRS issued final regulations providing guidance on the application of the transfer-for-value rules and information reporting requirements for reportable policy sales involving life insurance contracts in I.R.C. §1035 exchanges and certain corporate reorganizations.  Read at Bloomberg Tax

    Mariner adds caregiving support as advisors flag rising client need

    {July 14th, 2026} by Leo Almazora

    Mariner, the Overland Park, Kansas-based national wealth management firm, said Monday it has partnered with Cariloop to give its advisors and clients direct access to professional care coaches who help families manage the logistics of caring for aging parents, spouses or other relatives with complex health needs. Read at InvestmentNews

    Insurance industry employment shows disturbing declines

    {July 14th, 2026} by John Hilton

    While overall U.S. employment remains resilient, insurance industry hiring is moving in the opposite direction. It is a trend that is raising concerns in an industry anxious over both the growing use of artificial intelligence, and its own aging agent force. Read at INN

    Change the lens you use to evaluate premium-financed IUL

    {July 14th, 2026} by Michael Rothman and Kristin Williams

    There is a way of looking at premium-financed indexed universal life that makes it look like a bad deal. And there is a way of looking at it that makes its value almost impossible to ignore. The difference between those two views is not just the data. It is the lens. Read at INN

    Globe Life Inc. (NYSE: GL) Highlighted for Surprising Price Action

    {July 14th, 2026} by NetworkNewsWire

    Globe Life Inc. (NYSE: GL) has caught the attention of the investment community today with its bullish price action. The company’s shares have moved 1.24% on the day to $179.27. Globe Life Inc. delivers diverse life insurance and supplementary health coverage, alongside annuity products, targeting households in the lower-middle to middle-income brackets throughout the United States. The company’s operations are […]

    Pacific Life Launches as Presenting Partner of the US Sailing Team

    {July 14th, 2026} by Pacific Life

    BRISTOL, R.I.–(BUSINESS WIRE)–Today, Pacific Life and US Sailing announced a landmark partnership with Pacific Life being named the Presenting Partner of the US Sailing Team through 2028. The partnership marks one of the most significant sponsorship positions in the future of American sailing and will provide vital support for US Sailing Team athletes as they […]

    DOL Rule List Focuses on Alts, End of ESG

    {July 13th, 2026} by James Van Bramer

    The Department of Labor will focus heavily on fiduciary rules and SECURE 2.0 guidance, according to the newly published 2026 Unified Agenda. The rule lists, posted by the DOL and the Department of the Treasury, revealed that the Employee Benefits Security Administration is again reworking “Prudence and Loyalty in Selecting Plan Investments,” often called the ESG rule, and […]

    It could be a game-changer.

    {July 10th, 2026} by Sheryl J. Moore

    Most of you know that I lost my oldest child, and (then) only son, to suicide nearly 13 years ago. Last week, I revealed that about a month or so ago, my home was transformed to accommodate my dying mother-in-law’s needs, while she was in hospice; sadly, she passed away on July 9th.  It is […]

    Moore on the Market 7/8/2026

    {July 8th, 2026} by Sheryl J. Moore

    Good morning!  Here’s the latest annuity/life product news, delivered FREE to your inbox…   Please excuse a lighter edition this week. I am periodically away from the office this week while caring for a loved one in hospice. -sjm ANNUITY 07/07/26: Ceres Life reduced GLWB payouts on their Graybar IncomePlus fixed indexed annuity. LIFE 06/29/26 […]

    Malibu Life Holdings Completes Acquisition of TruSpire, Establishing Malibu USA and Accelerating Entry into the U.S. Retail Annuity Market

    {July 8th, 2026} by Malibu Life Holdings Limited

    Thu, Jul 02, 2026 08:00 CET Transaction creates Malibu Life’s direct U.S. annuity origination platform, with inaugural product launch targeted for early-to-mid September. George Town, Cayman Islands – July 2, 2026 – Malibu Life Holdings Limited (“Malibu Life” or the “Company”), a London Stock Exchange-listed insurance holding company focused on the U.S. retirement and annuity […]

    Ibexis Announces Expanded Bank Relationships and New Index Options for FIA Plus® and WealthDefender® Series

    {July 8th, 2026} by Ibexis

    WEST PALM BEACH, Fla.–(BUSINESS WIRE)–Ibexis Life & Annuity Insurance Company® is pleased to announce expanded bank relationships and the addition of two innovative index options to its FIA Plus® and WealthDefender® product series, further enhancing the growth opportunities and diversification available to financial professionals and their clients through fixed indexed annuities. The new index options […]

    MassMutual Ranks No. 100 on the 2026 Fortune 500® List

    {July 8th, 2026} by MassMutual

    SPRINGFIELD, Mass.–(BUSINESS WIRE)–MassMutual today announced that it rose to No. 100 on the 2026 Fortune 500®1 list, placing the company among the top 100 largest U.S. companies by revenue, continuing its streak of more than 30 consecutive years on the list, and reflecting its strong 2025 performance as the company marks its 175th year in business. MassMutual achieved excellent […]

    An aging population needs advisors to cut through the confusion

    {July 8th, 2026} by Susan Rupe

    ATLANTIC CITY, N.J. – Three and a half years remain until 2030, a year in which a significant demographic shift is expected to rock the U.S. By 2030, the last baby boomer will turn 65, ending the timespan in which 10,000 boomers a day reached age 65. But as the last of the boomers hit […]

    Built-in guaranteed annuities: What advisors should know

    {July 7th, 2026} by Anna Baluch

    Fidelity Investments recently announced its plans to launch Fidelity Freedom Lifetime, in partnership with top insurance companies like New York Life and Nationwide. Fidelity Freedom Lifetime, a suite of target date collective investment trusts (CITs) with a built-in guaranteed income option, will be available to employer plan sponsors through Fidelity’s platform in early 2027. Read […]

    Aquarian Seeks More Backers for $4.1 Billion Brighthouse Deal

    {July 7th, 2026} by Alexandre Rajbhandari, Alison McNeely, Dinesh Nair

    Aquarian Holdings has approached prospective investors to take a piece of the roughly $3 billion committed by Mubadala Capital to support its acquisition of insurer Brighthouse Financial Inc. Read at Bloomberg Law

    Insurer AI Exclusions Spark Policyholder Alarm on Coverage Gaps

    {July 7th, 2026} by Randi Love

    Companies that develop or use AI-generated content will likely either find themselves on the hook for any related litigation or regulatory probes or paying through the nose for insurance coverage as carriers race to limit their own liability. Read at Bloomberg Law

    Apollo ‘Death Bets’ Case Advances After Initial Court Ruling

    {July 7th, 2026} by Mike Leonard

    Civil litigation moved forward against Apollo Global Management Inc. on Monday over its alleged scheme to bet on the longevity of senior citizens by acquiring their life insurance policies and funneling the payouts through shell entities. Read at Bloomberg Law

    7 Consumer Fears About Annuities

    {July 7th, 2026} by Allison Bell

    Wink’s Moore on the Market: I don’t know about the statistics in this study. Annuities in the United Kingdom have to be different from annuities in the USA? I didn’t even know if annuities were tax deferred in the UK until I asked AI. I just feel like the stats are way off. Only 12% […]

    How do you show your support for a spouse that is losing a parent?

    {July 7th, 2026} by Sheryl J. Moore

    How do you show your support for a spouse that is losing a parent? You may have wondered what’s been up with my infrequent posts. I have news piled-up for days…well- For the past 28 days, my mother-in-law (MIL) has been in a fight for her life. She started at the hospital. Was discharged. Returned […]

    Zinnia and Carriers Partner to Drive Annuity Innovation as Annuity Market Hits New Highs

    {July 7th, 2026} by Zinnia

    GREENWICH, Conn.–(BUSINESS WIRE)–Zinnia, a leading life and annuity technology company, is helping carriers capitalize on growing annuity demand by launching the next generation of annuity products faster, building innovative digital capabilities. The partnership with carriers reflects Zinnia’s focus on powering product innovation, smarter automation, and modern infrastructure as carriers look to compete in a rapidly […]

    Ty J. Young Wealth Management Launches WeBuyAnnuityBooks.com to Help Advisors Successfully Exit Their Business

    {July 7th, 2026} by Ty J. Young Wealth Management

    ATLANTA, July 1, 2026 /PRNewswire/ — Ty J. Young Wealth Management has launched WeBuyAnnuityBooks.com, a new educational platform dedicated to helping independent fixed indexed annuity (FIA) professionals navigate one of the industry’s most overlooked challenges: succession planning. Designed specifically for retirement-income advisors, insurance agents, marketers, and IMOs, the new website provides educational resources for advisors exploring succession for retirement-income and […]

    Annuity issuers borrowed $153B from FHLBs in 2025: AM Best

    {July 7th, 2026} by Editorial Staff

    Sixteen large life/annuity companies, led by Athene Annuity and Life’s $23B, received advances totaling almost $90 billion from the Federal Home Loan Bank in 2025 (see chart at right). In other news, Cayman regulator aims for ‘jurisdictional maturation’; Apollo caps withdrawals from private credit fund; AM Best discusses reinsurance ‘sidecars’; Sixth Street invests in Monument […]

    Annuities in 401(k) plans: A mixed bag for retirees, experts say

    {July 7th, 2026} by Lucy Peterson

    While annuities can provide retirees with guaranteed lifetime income, a recent article from the Center for Retirement Research, argues that the recent push from the Trump Administration to add more annuities to 401(k) plans has both advantages and disadvantages.  Read at Benefits Pro

    New Bill Creates Accredited Investor Category For Advisor Clients

    {July 7th, 2026} by Tracey Longo

    New legislation proposed by a Republican lawmaker in Congress could offer a gateway for Main Street investors seeking to invest in private markets—by creating a new accredited investor status category for them when they use a registered investment advisor. The legislation could put advisors in a powerful gateway role.  Read at FA

    Before you debate premium financing, understand the bigger picture

    {July 7th, 2026} by Michael J. Rothman

    Advisors with good intentions often make this mistake when discussing premium-financed indexed universal life, similar to the mistake critics make when they oppose it. They both start in the middle of the story.  Read at INN

    Empathy Brings Family Support Services to New Transamerica Policies

    {July 7th, 2026} by Empathy

    NEW YORK–(BUSINESS WIRE)–Empathy, the technology leader transforming how the world plans for and deals with life’s hardest moments, announced that its collaboration with Transamerica is officially underway. Starting today, Empathy Loss Support™, a comprehensive post-loss care platform, and Empathy LifeVault™, a digital legacy planning and organization tool, are now live and available to new policyholders […]

    Limra Changes How It Calculates Annuity Sales for Carrier Rankings

    {July 6th, 2026} by Cyril Tuohy

    Wink’s Moore on the Market: I read that LIMRA is going to start counting internal exchanges in their data set. I also heard that Wink, Inc. has reported sales in this manner since 1997. *wink, wink* Welcome to my house, LIMRA. Well played…very well played. -sjm   …………………………………………… ….Nationwide sold nearly $2 billion in fixed-rate […]

    Are knowledge gaps limiting annuity recommendations?

    {July 6th, 2026} by Kush Kotecha

    The annuity industry is in the midst of a historic run. According to LIMRA, U.S. retail annuity sales surpassed $460 billion in 2025, marking the fourth consecutive year of record-breaking growth. One reason for this momentum is that we are moving through the heart of the “Peak 65” wave, the largest surge of Americans turning […]

    Moore on the Market 7/1/2026

    {July 1st, 2026} by Sheryl J. Moore

    Good morning! Here’s the latest life/annuity product news, delivered FREE to your inbox…   ANNUITY   06/22/26:  American General Life increases the attractiveness of their Lifetime Income Plus Flex Guaranteed Lifetime Withdrawal Benefit (GLWB), their Lifetime Income Plus Multiplier Flex GLWB, and their Lifetime Income Choice GLWB available on the select indexed annuities.   06/29/26: […]

    Security Benefit Introduces Blueprint Annuity with 3- and 5-year Horizons Providing Broad Planning Flexibility

    {July 1st, 2026} by Security Benefit

    TOPEKA, Kan.–(BUSINESS WIRE)–Security Benefit today introduced its Blueprint Fixed Index Annuity (FIA) designed as a flexible solution to address retiree uncertainty related to market volatility, interest rates, and more. Blueprint offers advisors and their clients a dependable way to protect assets while still pursuing growth potential. With 3-year and 5-year surrender charge period options, multiple […]

    Corebridge Financial Brings New Index Strategies and Enhanced Growth Potential to Max Accumulator+ III

    {July 1st, 2026} by Corebridge

    June 29th, 2026, HOUSTON–(BUSINESS WIRE)–Corebridge Financial today announced enhancements to its Max Accumulator+ III index universal life insurance product, including new index strategies, as well as changes designed to improve cash value outcomes. These updates are intended to give customers more diversification in how they allocate and build policy value over time and strengthen long-term […]

    Wink, Inc. literally reports on over a million data points today!!

    {July 1st, 2026} by Sheryl J. Moore

    I am inspired by a competitors’ recent press release “…the industry’s LEADING SOURCE of annuity rate and product data?” ************************Wink, Inc.‘s AnnuitySpecs tool************************ __________________________________________________________________________________ _________________________________________________________________________________ “…over 250,000 advisors use [competitor’s] annuity data to research and compare annuity products today…” Wink, Inc. serves over 600,000 insurance companies, field marketing organizations, brokerage general agencies, national B/Ds, independent […]

    Jackson Named InvestmentNews 2026 Annuities Provider of the Year

    {July 1st, 2026} by Jackson National Life Insurance Company

    LANSING, Mich.–(BUSINESS WIRE)–Jackson National Life Insurance Company (Jackson®), the main operating subsidiary of Jackson Financial Inc.1 (NYSE: JXN), has been named the 2026 Annuities Provider of the Year by InvestmentNews. The award recognizes the annuity provider or insurance carrier that has displayed leadership in delivering value to financial professionals and their clients in product innovation, education, service excellence […]

    What’s fueling record annuity growth?

    {July 1st, 2026} by Ayo Mseka

    According to a recent Nationwide survey, financial professionals who sell annuities are already using a variety of software and financial technology platforms in their practices, including financial planning software, customer relationship management platforms and performance reporting software. “As the industry moves toward faster, more standardized processes, advisors who embrace these tools will strengthen client engagement and […]

    There are so many unknowns at this point.

    {July 1st, 2026} by Sheryl J. Moore

    Heads up! Monumental news ahead- The National Association of Insurance Commissioners (NAIC) is exploring whether field marketing organizations (FMOs) and brokerage general agencies (BGAs) should have to disclose their compensation.  See here: https://content.naic.org/committees/a/life-insurance-annuities-cmte Does that mean merely overrides? How about hurdles/incentive compensation? And index fees- will they be spared? How about national overrides- will they […]

    Lincoln Financial to Report 2026 Second Quarter Results on July 30

    {July 1st, 2026} by Lincoln Financial

    RADNOR, Pa.–(BUSINESS WIRE)–Lincoln Financial (NYSE:LNC) announced today that it will report its results for the second quarter ended June 30, 2026, at 6:00 a.m. Eastern Time on Thursday, July 30, 2026. A conference call is scheduled for 8:00 a.m. Eastern Time on the same day. Earnings materials, including the 2026 second quarter Earnings Release, Earnings […]

    SEC Could Give More Life and Annuity Products Their Own Registration Forms

    {July 1st, 2026} by Allison Bell

    The U.S. Securities and Exchange Commission could create registration forms that would make contingent deferred annuities and registered indexed-linked universal life insurance policies easier to create and easier to understand. Read at Think Advisor

    OneAmerica Names Top Life Product Designer

    {July 1st, 2026} by Allison Bell

    OneAmerica Financial has come up with a way to help client conversations shape its life insurance products: It’s putting the same person in charge of product creation and product sales. The Indianapolis-based company has named Bud Graessle senior vice president, distribution & product development. Read at Think Advisor

    Life Happens’ Real Life Story Video Wins Prestigious Silver Telly Award

    {July 1st, 2026} by Kevin Mayeux

    Congratulations to Life Happens for receiving a prestigious Silver Telly Award for Best Not-for-Profit Video in the 47th Annual Telly Awards. This national recognition honors the outstanding work Life Happens is doing to educate consumers, elevate the importance of financial protection, and share powerful stories that move people to take action. The award-winning Real Life Story video, “Protected by Planning,” […]

    Does NAPFA’s new fiduciary definition clarify or muddy the water for clients?

    {July 1st, 2026} by Dan Shaw

    The National Association of Personal Financial Advisors wants to clarify that when the word “fiduciary” is applied to one of its members, it explicitly means they don’t accept commissions or other sales charges for their services. Read at Financial Planning

    Retirement control is top success measure for middle class, ACLI says

    {July 1st, 2026} by Brooke Lacey

    One in four middle-class households identified having enough savings to retire at their desired age and lifestyle as the goal that would most make them feel financially successful, according to the American Council of Life Insurers’ latest Financial Resilience Index. The survey measures middle-class households’ ability to manage financial challenges and plan for a stable […]

    Why timing the market is still a retirement mistake and what to do instead

    {July 1st, 2026} by Anna Baluch

    The economy has shown signs of uncertainty and as a result, many clients have been trying to time the market. However, experts agree that attempting to do so is one of the greatest mistakes anyone can ever make. Even Jack Bogle, the founder of Vanguard is on the same page. Read at INN

    How to Explore Annuities’ Private Credit Holdings

    {July 1st, 2026} by Allison Bell

    The assets in life and annuity contracts “can materially influence both performance and risk,” wealth advisor Ryan Patton says. Read at Think Advisor

    Life Insurers Aren’t Just Investors in Private Credit. They’re Major Lenders, Too.

    {July 1st, 2026} by Matt Wirz and Shane Shifflett

    Insurance companies are exposed to the embattled private-credit industry in more ways than one, according to a new report by Clearwater Analytics, a portfolio management software provider. About one-quarter of the life insurers tracked by Clearwater that hold stakes in private-credit funds also lend money to them. The insurers typically lend $2 to the funds for each […]

    What happens to annuities when the world falls apart

    {July 1st, 2026} by Allison Bell

    SUBRAN: The most likely outcome may remain one of managed fragmentation rather than outright decoupling, but tail risks are now significant … Read at Think Advisor

    Empower to Acquire Milliman’s Retirement Administration Business

    {July 1st, 2026} by Empower

    GREENWOOD VILLAGE, Colo.–(BUSINESS WIRE)–Empower and Milliman, Inc. today announced they have entered into a definitive agreement for Empower to acquire Milliman’s retirement administration business. The acquisition will add significant expertise, broader capabilities and an expanded workplace solutions portfolio to Empower’s existing business. Milliman is retaining its retirement and healthcare actuarial consulting business and expects to […]

    ‘Annuity Providers Are Still Strong’: Exec

    {July 1st, 2026} by Allison Bell

    Thinking about interest rates has been swirling in circles. The stock market has been flaky. Read at Think Advisor

    In HelloNation, Wealth Management Professionals Joe Thieman and Seth Mayberry Compare Fixed & Indexed Annuities

    {July 1st, 2026} by HelloNation

    SAN ANGELO, Texas, June 30, 2026 /PRNewswire/ — The article compares income potential, fees, and risk factors to help retirees choose the right annuity strategy. Should you choose a fixed annuity or an indexed annuity for your retirement income plan? HelloNation has published the answer in an article, featuring insights from Joe Thieman and Seth Mayberry of Thieman […]

    A ‘Three-Wave Correction’ in S&P 500 Is Coming: BofA

    {July 1st, 2026} by Geoffrey Morgan

    The S&P 500 Index has been on tear, rising nearly 17% since March, but the rally has been showing signs of exhaustion. Read at Think Advisor

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