How Leveraged Are Bermuda Triangle Life Insurers?

By Kerry Pechter
The 'capital-light' strategies of Bermuda Triangle companies rely heavily on leverage. RIJ identifies several ways in which affiliated life insurers, asset managers and reinsurers use other people's money.
Bermuda Shorts

A Flurry of Activity in the Triangle

By Editorial Staff
Two regional banks pause sales of Delaware Life annuities; Malibu Life partners with Legacy Marketing to launch its first FIAs; Sun Life and Wilton Re in asset management/reinsurance deal; Cayman Islands seeks NAIC ‘qualified jurisdiction’ status; Pacific Life Re announces flow reinsurance deal in Japan; Hildene’s credit ratings posted ahead of SILAC purchase; Athene’s financial strength affirmed by AM Best.

Why Alt-Asset Managers Shouldn’t Own Life Insurers

By Larry Rybka
"We find it hard to recommend an alt-asset-manager-owned carrier when a comparable, well-run mutual or publicly traded company is available instead," writes Larry Rybka, chairman and CEO of Valmark Securities, Inc., in this highly-informed whitepaper (edited for length).

MYGAs Were the Top-Selling Annuity in 2Q2026

By Sheryl Moore
'This was another record-setting quarter for structured annuity sales, topping the prior 4th quarter 2025 record by 3.51%. There is no question that 2026 will set a record for structured annuity sales,' writes Wink CEO Sheryl Moore.

AM Best marks growth of offshore reinsurance

By Editorial Staff
'Unaffiliated reinsurance deals outpaced affiliated deals in 2025 for the first time in three years, with the 10 largest unaffiliated reinsurance transactions in 2025 totaling over $107 billion, greatly surpassing the $35 billion in 2024,' AM Best reported.

COVER STORIES YOU MAY HAVE MISSED

July 2026

Pacific Life and Principal Add Payout Options to 401(k)s

By Kerry Pechter
The three 401(k) annuities described here differ in their pre-retirement crediting mechanisms, their flexibility for the owners, and in the scope of their guarantees. (This article includes current map of 401(k) income option universe,...
June 2026

Research Roundup

By Editorial Staff
Enjoy these summaries of six recent research papers that illuminate issues in retirement today. We include work by leading retirement researchers at Harvard Law School, schools of business at Stanford and Duke Universities, and...