Annuities Archives - Page 3 of 22 - Retirement Income Journal

Life/annuity industry moving toward equilibrium: AM Best

By Editorial Staff Fri, Mar 11, 2022

The life/annuity industry is approaching an equilibrium between companies seeking 'to build a less capital-intensive business' and those with 'a capital-intensive business appetite,' the ratings agency said.

Published March 11, 2022

A Policy Dynamo Touts ‘Dynamic Pensions’

By Kerry Pechter Thu, Feb 24, 2022

Bonnie-Jeanne MacDonald, an actuary and retirement policy expert at Canada's National Institute on Aging, claims that a non-guaranteed lifetime income tool could generate more income than any annuities. Tontines,...

Published February 23, 2022

Assets in TIAA’s custom RetirePlus TDFs cross $10 billion milestone

By Editorial Staff

TIAA's RetirePlus gives 403(b) plan participants access to a customized target date fund with an investment sleeve that can be turned into lifetime income.

Published February 23, 2022

RetireOne partners with DFA, Midland National Life on stand-alone living benefit

By Editorial Staff Thu, Feb 17, 2022

Many RIAs would like to give their clients a lifetime income guarantee without cannibalizing their assets under management. A contingent deferred annuity, aka a stand-alone living benefit, lets them...

Published February 17, 2022

It’s Back: The Norcross-Walberg Bill to Make Annuities a 401(k) Default

By Editorial Staff

Under the bill, participants who are defaulted into an annuity must have 180 days before their premium becomes illiquid, and the participant must receive 30 days notice before the...

Published February 17, 2022

Athene launches new RILA: Amplify 2.0

By Editorial Staff

A 6-year term contract with a 10% downside buffer and a 0.95% annual segment fee can earn uncapped returns equal to 140% of growth in the S&P 500, an...

Published February 17, 2022

RIAs, 401(k)s, and Annuities: Is This the Future?

By Kerry Pechter

Managed accounts are one way to build annuities into 401(k) plans. Morningstar is bundling Hueler Income Solutions into its managed accounts, giving participants an easy path to an income...

Published February 17, 2022

Pensionizing the 401(k) with Annuities

By Terrence Dopp Thu, Feb 10, 2022

Historically, workers couldn’t set up guaranteed retirement income streams directly through their 401(k) accounts. But that’s changing, and the annuity industry sees it as a big opportunity, according to...

Published February 10, 2022

Wink opens annuity data library to its subscribers

By Editorial Staff Tue, Feb 1, 2022

The library's wide range of content will include product and rider specifications, crediting rates, and side-by-side comparisons for annuities in Wink’s AnnuitySpecs database, said Wink CEO Sheryl Moore.

Published February 3, 2022

Annuity sales in 2021 were highest since 2008: LIMRA SRI

By Editorial Staff Thu, Jan 27, 2022

'We see growing interest in accumulation-focused FIA products, as investors seek principal protection with greater investment growth,” said Todd Giesing of the Secure Retirement Institute.

Published January 27, 2022

Target Practice: AIG and Milliman’s New Annuity

By Editorial Staff

AIG combines elements of a variable annuity, a registered index-linked annuity, and of Milliman's Defined Outcome ETFs into a series of Advanced Outcomes Annuities.

Published January 27, 2022

A New Film, ‘The Baby Boomer Dilemma,’ Praises Annuities

By Kerry Pechter

By the end of this cautionary tale, you might want to run out and, like Tom Hegna, buy a dozen annuities. (In photo: The film's fictional couple, under financial...

Published January 27, 2022

American Life & Security FIA adds ‘macro regime’ index

By Editorial Staff Thu, Jan 20, 2022

Midwest Holdings has only about $77 million in market cap, but it wants to be on the leading edge of the 'convergence of insurance and investments.' Its American Life...

Published January 20, 2022

Breaking News

By Editorial Staff Wed, Dec 15, 2021

Retirement Income Journal takes a holiday break; Great American offers fixed multi-year guaranteed rate annuity for RIAs; Lincoln’s 401(k) adds Income America 5For Life; Jackson buys back 2.2 million...

Published December 16, 2021

Re: Allianz Life, F&G, Oceanview Re

By Editorial Staff Thu, Dec 9, 2021

Three items: Allianz unlocks $4.07 billion in surplus through $35 billion FIA reinsurance deal with units of asset manager Sixth Street; AM Best affirms F&G's 'Excellent' strength rating but...

Published December 9, 2021

Equitable launches RILA with income benefit

By Editorial Staff

The Equitable SCS-Income registered index-linked annuity offers growth potential, plus a selection of downside buffers against loss, plus a lifetime withdrawal benefit that puts a floor under the value...

Published December 9, 2021

FIAs maintain sales momentum in 3Q21: Wink

By Editorial Staff Thu, Dec 2, 2021

Fixed indexed annuity (FIA) sales were $17.3bn; up 4.0% from 2Q2021 and up 25.6% from 3Q2020. Allianz Life was the top seller, with a 13.3% market share. The Allianz...

Published December 2, 2021

Pacific Life and tech partners develop annuity tool

By Editorial Staff Thu, Nov 25, 2021

The tool, developed with assistance from Ensight and Insurance Technologies, can compare the hypothetical performance of multiple annuities and the amount of lifetime income they could generate under varying...

Published November 25, 2021

Fidelity to help participants buy income annuities

By Editorial Staff

The new 'Guaranteed Income Direct' program gives workers the option of purchasing an immediate income annuity, with institutional pricing and offered by an insurer they choose, along with digital...

Published November 25, 2021

John Hancock transfers VA risks to Venerable

By Editorial Staff Thu, Nov 18, 2021

Venerable Holding will reinsure $22 billion worth of in-force variable annuity contracts issued by John Hancock Life. The deal releases $2 billion in capital for Manulife, which will put...

Published November 18, 2021

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