Annuities Archives - Page 3 of 21 - Retirement Income Journal

Prudential Sells $31bn Annuity Block to Bermuda Reinsurer

By Editorial Staff Wed, Sep 15, 2021

Fortitude Re will assume the assets and liabilities of a $31 billion block of Prudential annuities, and pay Prudential $1.5 billion. The block consists mainly of variable annuities with...

Published September 16, 2021

Bermuda’s Role in a Changing Annuity Industry

By Kerry Pechter Fri, Sep 10, 2021

In this latest installment in our 'Bermuda Triangle' series, we ask why US life/annuity companies would reinsure liabilities in Bermuda, and why big private equity firms are creating reinsurers...

Published September 10, 2021

Luma adds annuity comparison tool to its distribution platform

By Editorial Staff Thu, Sep 2, 2021

The new feature allows advisers to compare variable annuities, fixed index annuities and registered index linked annuities, fostering compliance with Regulation Best Interest, Luma said.

Published September 2, 2021

Lincoln adds untested vol-controlled BlackRock index to its OptiBlend FIAs

By Editorial Staff Thu, Aug 26, 2021

Launched in July, the BlackRock Dynamic Allocation Index consists of about 50% stocks or real estate and 50% Treasury or investment-grade fixed income instruments at any given time. It...

Published August 26, 2021

New Jackson VA’s living benefit has one payout option: 4% at 65

By Editorial Staff Thu, Aug 19, 2021

In keeping with Jackson National tradition, this variable annuity contract offers a living benefit without investment restrictions. But the single payout rate at age 65 is virtually the same...

Published August 19, 2021

People are Talking about “OIDs”

By Kerry Pechter

The California Insurance Commissioner fined Jefferson National Life (owned by Nationwide) after an 86-year-old contract owner claimed that she didn't understand the variable annuity that her Investment Advisor Representative...

Published August 19, 2021

Brighthouse enhances its registered index-linked annuities

By Editorial Staff Thu, Aug 5, 2021

Brighthouse has announced new 1-Year Shield Options, offering protection against the first 15% or 25% of market losses during the crediting term. In another enhancement, the maximum age for issuing...

Published August 5, 2021

Annuity Sales Rebound in 2Q2021; RILA Sales More Than Double

By Editorial Staff Wed, Jul 28, 2021

'Strong equity market gains and lower volatility, as well as rising interest rates all contributed to the remarkable rebound in the annuity market,' said Todd Giesing, assistant vice president,...

Published July 29, 2021

How The Elephant in the Room Evolved

By Kerry Pechter Thu, Jul 22, 2021

In a new research paper, "The Evolution from Life Insurance to Financial Engineering," economists Ralph Koijen of Chicago Booth School and Motohiro Yogo of Princeton continue to describe what...

Published July 22, 2021

Allianz Life offers in-plan indexed annuity with living benefit

By Editorial Staff

'Allianz Lifetime Income+ Annuity' comes with two annual bonuses to participants who maintain the contract through retirement. Whether plan sponsors will embrace this type of in-plan income solution remains...

Published July 22, 2021

Global Atlantic to reinsure Ameriprise annuities

By Editorial Staff Thu, Jul 1, 2021

Under the agreement, Ameriprise’s subsidiaries will transfer $8 billion worth of annuity assets and liabilities to Global Atlantic’s subsidiaries. Global Atlantic will pay Ameriprise $700 million for the contracts.

Published July 1, 2021

‘Double Down or Get Out’

By Kerry Pechter

If you haven't done so already, t's time to consider how the low interest rate environment has transformed the life/annuity business over the past ten years. And to assess...

Published July 1, 2021

One-Stop Shops for Notes and Annuities

By Kerry Pechter Thu, Jun 24, 2021

Luma Financial Technologies is now among the structured notes platforms that have chosen to add index-linked annuities to the products they support. It joins SIMON Markets and Halo in...

Published June 24, 2021

You’ve heard of RILAs, Now Meet FILAs

By Kerry Pechter Wed, Jun 23, 2021

F&G, a leading issuer of fixed indexed annuities (FIAs), has launched an FIA that gives contract owners the option to reach for higher gains without losing principal protection. They...

Published June 24, 2021

(Sheryl) Moore’s Law on Annuities in 2021

By Kerry Pechter Thu, Jun 17, 2021

RIJ talks with Sheryl Moore of Wink, Inc., the annuity data and consulting firm, about the results of her first-quarter 2021 survey of annuity sales. She shares her opinion...

Published June 17, 2021

Top-Selling Annuity Contracts, First Qtr 2021

By Editorial Staff

Wink's first-quarter sales data showed that Perspective II from Jackson National, the Allianz Benefit Control Annuity, and Prudential's FlexGuard contract were the best-sellers in their respective product categories.

Published June 17, 2021

AM Best’s outlook for the annuity industry: Negative

By Editorial Staff

'The negative market segment outlook is due to the persistent low interest rate environment, operating margin pressure and organic growth challenges,' a new AM Best report said.

Published June 17, 2021

Seeking ‘An Index that Moves’

By Kerry Pechter Fri, Jun 4, 2021

'I didn’t like the blended or hybrid indexes in annuities at first because I thought they were too complex,' said Bryan Anderson, founder of Annuity Straight Talk. 'But over...

Published June 4, 2021

‘Sometimes the Market Swings Your Way’

By Kerry Pechter

'On average, there will be no double-digit returns,” said Don Dady, co-founder of Annexus. 'But once in a while there will be. We have definitely seen some phenomenal returns...

Published June 4, 2021

Too Much ‘Hocus Pocus’

By Kerry Pechter

David Lau of DPL Financial Partners, the fee-based annuity platform, likes indexed annuities but doubts the value of the 'volatility-controlled' indexes often featured in them.

Published June 4, 2021

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