Skip Navigation

Cover Stories

Dark Horse Candidate

by Kerry Pechter

Dark Horse Candidate

Tue, Jul 19, 2011

How did upstart Jackson National Life get near the top of the VA heap? And why are so many advisors nervous that it may 'de-risk' its popular Perspective contract? JNL EVP Clifford Jack tells RIJ all that he can...

The Stag Brings Back GLWBs

by Kerry Pechter

The Stag Brings Back GLWBs

Tue, Jul 12, 2011

In an about-face on VAs, The Hartford has gone back to the GLWB, tempering its risks with a CPPI fund. The arrival of Steve Kluever from Jackson National in March reflects the new thinking.

VAs: In Search of a Winning Formula

by Kerry Pechter

VAs: In Search of a Winning Formula

Tue, Jul 05, 2011

VA issuers should take a cue from Michael Jordan, and realize that team players win more championships than individual stars, advises Bing Waldert of Cerulli Associates.

Putnam, A Work in Progress

by Kerry Pechter

Putnam, A Work in Progress

Wed, Jun 29, 2011

With the announcement of a retirement research center, Putnam Investments joins the "thought-leadership" game. It's all part of CEO Bob Reynolds' campaign to rebuild a tarnished brand--and to change the way America saves.

Columns : Guest Column

In Search of a Safer Bet

In Search of a Safer Bet

by Tamiko Toland

Asset transfer programs and managed risk funds are playing a significant role in revitalizing the VA industry, and their benefits may ultimately reach the wider world of investing, writes this close follower of the annuity business.

News

Wells Fargo leads banks in annuity sales

Mon, Jul 18, 2011

Ten large bank holding companies accounted for about $563 million or more than 64% of the $748.2 million in bank annuity income in the first quarter.

One in five 401(k) participants has no outside savings: Fidelity

Mon, Jul 18, 2011

But nearly one in 10 corporate defined contribution participants increased their contribution rate during the first quarter of 2011, the largest percentage to do so since Fidelity started tracking the figure in 2006.

Death rates vary by gender, ethnicity and location

Mon, Jul 18, 2011

Though widely feared, Alzheimer’s disease was officially blamed for only seven percent of deaths among the elderly in 2009, according to a data brief from the National Center for Health Statistics.

Voters of all stripes want Wall Street swept clean

Tue, Jul 19, 2011

A poll sponsored by AARP and others found that 83% of Democrats, 73% of independents and 68% of Republicans favor a single federal agency dedicated to protecting consumers from financial fraud and misconduct.

Fixed annuity sales improve in 1Q 2011

Tue, Jul 19, 2011

"Though low by historical standards, fixed annuity rates were higher than in fourth quarter 2010," said Jeremy Alexander, president and CEO of Beacon Research.