Explore annuities and the licenses needed for selling them. Discover the license application steps and the compliance ...

Equity indexed annuities sit in a complex place in the investment license world. It is far from obvious if these annuities require a simple insurance license or more licenses like the Series 6, 7, or ...

After piloting with select partner firms, the commission-free annuity platform's latest module has seen nearly $1 billion in annuity assets uploaded since its late-2025 soft launch.

BRAINTREE, Mass.--(BUSINESS WIRE)--BCG Pension Risk Consultants I BCG Penbridge (“BCG”) announced today that the Pension Benefit Guaranty Corporation (“PBGC”) has agreed to license annuity buyout ...

David Rodeck specializes in making insurance, investing, and financial planning understandable for readers. He has written for publications like AARP and Forbes Advisor, as well as major corporations ...