The Wheelhouse
Connecticut seeks buyers for insolvent PHL Variable; Offshoring of life insurer liabilities tops $1 trillion. News from: Empower and Sagard, MetLife, WinkIntel, Midland and Dimensional Fund Advisors, Brighthouse Financial,...
Honorable Mention
Lockheed/Athene PRT Challenge Moves to Next Stage
April's items: Federal judge allows Lockheed/Athene pension lawsuit to proceed; U.S. PRT Deals Worth $51.8 billion in 2024: LIMRA; Higher rates a ‘double-edged sword’ for life insurers: ALIRT; ‘Personal...
Honorable Mention
In sales, deferred annuities finish 'up' year with a 'down' quarter: WinkIntel; AM Best upgrades Lincoln’s credit outlook; Axonic and Hexure collaborate on Waypoint MYGA; Invst launches pooled employer...
Honorable Mention
Nestimate publishes 'Retirement Income Landscape' chart; Fixed indexed annuity surrender rates have 'steadily increased," Milliman research shows; State Street and Verizon sued over pension risk transfer deal; Eldridge reorganizes,...
Honorable Mention
Federal watchdog report briefly covers U.S. insurance industry; Fidelity's annuity platform adds rare Fidelity annuity; High surrender rates accompany high annuity sales, AM Best says; Greg Lindberg pleads guilty...
Honorable Mention
Gainbridge, RetireOne to offer non-tax-deferred MYGA for RIAs; Income Lab launches new income planning tool; Schroders polls plan participants on appetite for private assets; Protective enhances its flagship variable...
Bermuda Shorts
Private credit sector growing fast: Financial Times; Venerable launches its own line-up of variable annuity insurance trusts.
Honorable Mention
Top news items: GAO investigators go 'undercover' to study conflicts of interest; SEC charges six major ratings agencies with record-keeping lapses; How the commercial real estate bust could affect...
Honorable Mention
Milliman to offer Hueler Income Solutions to its recordkeeping clients; Principal issues its second RILA; John Hurley joins Ibexis from Global Atlantic.
Breaking News
Income Lab launches ‘Life Hub’; Ubiquity and Paycor announce 401(k) partnership; Amber Williams to lead Lincoln ESG initiatives.
Breaking News
Aiming at inflation, the Fed tightens base rate by 0.75 percentage points; NWL and Achaean Financial introduce SPIA with upside; Protective Life and Michael Finke in retirement education co-venture;...
Breaking News
‘Constance,’ a CDA, gains new investment choices; Envestnet acquires 401kplans.com; Putnam repositions its target-date series for ESG; NIRS says retirement tax breaks are unfair; Alternatives can hedge inflation risk:...
Breaking News
iCapital buys SIMON, fusing two fintech firms; Principal closes $25bn reinsurance deal; Securian Financial will be recordkeeper and PPP for WELLthBUILDER PEP; Nationwide is latest in New York's purge...
Breaking news
‘Bermuda Triangle’ on LIMRA conference agenda; AIG issues new five-year FIA for New York; Falling sales prompt Pacific Life to discontinue LTC products; DeSanto takes CEO reins at New...
Breaking News
MetLife launches 'private equity fund' platform; Inflation, war affect asset allocations at pension funds: bfinance; Eagle Life enhances index annuities; Elizabeth Heffernan joins Micruity.
Breaking news
US among countries with lowest fund fees: Morningstar; Old-age poverty scarier than death for the unretired: Allianz Life; American Funds and Morningstar partner for ‘Target Date Plus’; Prudential’s PRIAC...
Breaking News
Annexus and State Street partner on TDF with income rider; SEC seeks more SPAC disclosure; RetireOne hires McNeela and Cusack; SEC aims to regulate securities dealers, market makers; ‘Thematic...
Breaking News
Equitable to buy CarVal, a $14.3bn alt-assets manager; Life/annuity industry capital and surplus at year-end 2021: $444.5 bn; HealthView Services reports on rising medical costs; PBCG licenses insurer data...
AIG, Innovator, and Reliance Standard announce new products
AIG and Annexus co-launched X5 Accelerator, a fixed indexed annuity (FIA) with a lifetime income option; Innovator added 'Buffer Step-Up' strategies to its lineup of Managed Outcome ETFs, and...
Breaking News
Labor Department investigates Alight, a major recordkeeper; Timber Operators transfer $245 million in pension risks to Prudential; Lincoln enhances its flagship fixed indexed annuity; Price of pension risk transfer...
