
News – Page 3
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AnnuitiesThe Trump administration may influence annuity markets through reduced regulations, heightened competition, tax policy shifts and stronger market sentiment. Consumers should assess product terms…
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Regulation & Public Policy
How the Social Security Fairness Act Could Change Retirement Benefits
Before leaving office in January, former President Joe Biden signed the Social Security Fairness Act into law, which could change retirement benefits. By removing… -
Financial Literacy
Managing Withdrawal Rate Risk: How To Sustain Your Income Over the Next Decade
A smart withdrawal strategy isn’t just about numbers; it’s about finding the right balance between enjoying your retirement and making your money last. By… -
Annuities
How Federal Regulators May Crack Down on AI-Managed Annuities Amid Rising Consumer Confusion
AI is rapidly transforming the annuity industry, helping automate processes but raising concerns about accuracy and transparency. Experts warn of risks like recommendation bias… -
Personal Finance
The Retirement Shift — Why Investment Firms Are Betting Big on Target-Date Funds
Target-date funds have become a cornerstone of retirement planning, garnering increasingly large fund flows as investment firms capitalize on shifting demographics and a growing… -
Uncategorized
The Future of Annuities: How AI Is Transforming the Market by 2025
AI is transforming the annuity market by enabling personalized plans, optimizing investments, enhancing customer service, detecting fraud and offering 24/7 AI advisors. While AI…