The FIDx Five: New Annuity Rules

Retirement, Annuity, & Fintech Insights 

New definitions are causing concern among annuity issuers. Get a clear understanding of the implications and then stick around to read the four other stories in this edition of "The FIDx Five."

Annuity Safety at Risk 
Regulators are shifting the goalposts, leaving some annuity providers scrambling. 

Source: "This New Definition Could Hurt Some Annuity Issuers' Safety Scores," ThinkAdvisor, 02/26/25

Insurance Maps Redrawn
Where your insurer operates matters more than ever. See how these changes affect your business.

Source: "How Carriers' Regional Footprints Changed Since 2019," Life Annuity Specialist, 02/28/25 

Retirement's Silent Crisis 
Scott Galloway has a stark warning: Social Security's cracks are widening.

Source: "Scott Galloway warns U.S. workers on Social Security, retirement flaw," The Street, 02/26/25

Equitable's Bold Bet 
Reinsurance windfall fuels a strategic power play. Understand the implications of Equitable's latest move. 

Source: "Equitable to use funds from reinsurance deal to boost AllianceBernstein stake," Reuters, 02/24/25

MassMutual's Leadership Shift
A new captain takes the helm at MassMutual. What does Joe Mallee's promotion mean?

Source: "MassMutual elevates Joe Mallee to head up advisor network," InvestmentNews, 02/27/25

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