(1) the exchange of a life insurance policy for another life insurance policy, for an endowment or annuity contract, or for a qualified long-term care insurance contract; (2) the exchange of an ...

Planning Point: By linking two distinctly fundamental needs, such products have earned the moniker “combination”, “hybrid”, “linked-benefit” or “asset-based long-term care”. There is no legal ...

What Is an Annuity Date? An annuity date, often referred to as the annuitization date, is a pivotal term in the context of annuity contracts. An annuity is a financial product issued by an insurance ...

Annuities can be a good option for investors seeking steady income during retirement. To get started, it's important to learn some basic annuity terms. These 12 key terms will help you understand how ...

If you have investable assets, you’ve probably heard of annuities. An annuity is a contract between an investor and an insurance company. The investor pays a sum of money (the premium) to the ...

The MarketWatch News Department was not involved in the creation of this content. SALT LAKE CITY, Jan. 21, 2026 (GLOBE NEWSWIRE) -- CapitalROCK(R) , a leading fintech innovator, today announced the ...

An annuity can help you save for retirement and has favorable tax benefits. Experts caution that annuities can be complex and risky, carry high fees and are difficult to cancel. Some alternatives to ...