Editor Test, Author at Retirement Income Journal

Crump, MetLife form brokerage tie

By Editor Test Tue, May 28, 2013

Representatives from MetLife and its affiliates “will have access to a broad portfolio of non-proprietary products that offer a full spectrum of life-related insurance solutions for their clients, leveraging...

Published RIJ Advisor

What the rich think about money

By Editor Test

56% of high net worth investors still hold lots of cash, according an extensive study of Americans with over $3 million by U.S. Trust. Just 12% like 'sitting on...

Published RIJ Advisor

Eight more insurers to issue DIAs: LIMRA

By Editor Test

A recent LIMRA-CANNEX study, 'Features in Income Annuities—Immediate and Deferred Income Annuity Designs,' noted differences and similarities of immediate and deferred income annuities.

Published RIJ Advisor

Wealth2k Introduces Social Security Wise™

By Editor Test

"The major challenge facing advisors today isn’t analysis, it’s prospecting," claims David Macchia of Wealth2k. His company's new product for advisors combines Social Security claiming analysis and a prospecting...

Published RIJ Advisor

Top Annuity Issuers of 1Q 2013: LIMRA

By Editor Test Mon, May 27, 2013

Jackson National issued the most individual annuities ($5.3 bn) in the first quarter of 2013. No surprise, since the unit of England's Prudential Plc was the overall largest...

Published RIJ Advisor

How to See ‘Unknown Knowns’

By Editor Test

Market forecasters make two common mistakes, experts said at conferences this spring. In calculating averages of potential outcomes, they assume parallel universes. And they tend to blame “black swans”...

Published RIJ Advisor

Lower VA reserves on guarantees boosted life insurer income in 2012: Fitch

By Editor Test Thu, May 23, 2013

The majority of the 2012 net income change for life insurers--to $34 bn from $9 bn in 2011--came from large variable annuity companies who reported lower reserves on guaranteed...

Published May 23, 2013

Insurance now a riskier business: State Street

By Editor Test

A new study, “Facing the Future: Blueprint for Growth,” highlights three main insurer challenges: risk, regulation and the restructuring of product offerings.

Published May 23, 2013

Lincoln Financial expands VA fund options

By Editor Test

The new investment options, which seek to reduce exposure to market risks, include seven new options for Lincoln ChoicePlus Assurance products and four new options for American Legacy products.

Published May 23, 2013

Are ‘multi-asset income funds’ for real?

By Editor Test

“As talk of a gravy train gains currency, however, now is a good time to consider what lies beneath the multi-asset income label," said Barbara Wall, a director at...

Published May 23, 2013

Can’t win for losing

By Editor Test

Venturing into the sensitive area of ethnicity, Prudential documents a need for dramatic improvement in the financial circumstances of the average African American.

Published May 23, 2013

Annuity Sales Decline in 1Q 2013: LIMRA

By Editor Test

"In many ways, the current market is more challenging to many annuity manufacturers than the recent financial crisis,” said Joe Montminy, assistant vice president and director of LIMRA annuity...

Published May 23, 2013

Swan Dive

By Editor Test Wed, May 22, 2013

In trying to predict the future, we make two mistakes, experts said at conferences this spring. In relying on averages of potential outcomes, we assume parallel universes. And we...

Published May 23, 2013

Dicey

By Editor Test

"We have been trained to consider all the possible future outcomes and then weight them in accordance with their probability. In effect we freeze time and...

Published May 23, 2013

“An inoculation, not a depredation”

By Editor Test

Notes from all over: What a government official said privately about the $3 million cap on tax-favored accumulations; Mark Cortazzo's new business of mining old VA contracts; another New...

Published May 23, 2013

Partial lump-sum payouts for Social Security?

By Editor Test Wed, May 15, 2013

Researchers suggest that instead of giving Americans increasingly higher monthly benefit for waiting past age 62 to claim benefits (to a maximum age of 70), the Social Security Administration...

Published May 16, 2013

Vanguard launches emerging markets gov’t bond index fund

By Editor Test

Following the subscription period, the fund will seek to track the Barclays USD Emerging Markets Government RIC Capped Index. The fund will invest solely in U.S. dollar-denominated emerging markets...

Published May 16, 2013

The Variable Annuity Market in Five Acts

By Editor Test

Actuary Timothy Paris, CEO of Ruark Insurance Advisors, Inc., charts the evolution of the variable annuity product and its market in this article, which first appeared as a blogpost...

Published May 16, 2013

Lower-income 60-somethings are raiding their IRAs

By Editor Test

Among households ages 71 to 80, those whose withdrawals exceeded the RMD amount were withdrawing more than twice as much, proportionately, as did those who withdrew the minimum required...

Published May 16, 2013

Seminar on dynamic risk budgeting to be held in New York

By Editor Test Mon, May 13, 2013

The three-day course will be held in New York City on July 16-18. It will focus on “dynamic risk budgeting approaches” and “reconciling strict risk budget management with implementation...

Published RIJ Advisor

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Articles by Author: Editor Test

Crump, MetLife form brokerage tie

What the rich think about money

Eight more insurers to issue DIAs: LIMRA

Wealth2k Introduces Social Security Wise™

Top Annuity Issuers of 1Q 2013: LIMRA

How to See ‘Unknown Knowns’

Lower VA reserves on guarantees boosted life insurer income in 2012: Fitch

Insurance now a riskier business: State Street

Lincoln Financial expands VA fund options

Are ‘multi-asset income funds’ for real?

Can’t win for losing

Annuity Sales Decline in 1Q 2013: LIMRA

Swan Dive

Dicey

“An inoculation, not a depredation”

Partial lump-sum payouts for Social Security?

Vanguard launches emerging markets gov’t bond index fund

The Variable Annuity Market in Five Acts

Lower-income 60-somethings are raiding their IRAs

Seminar on dynamic risk budgeting to be held in New York

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