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Published November 2026

In two booklets that help position retirement income in the minds of advisers and clients, Vanguard reminds pre-retirees that longevity risk will be one of their most important financial...

Published

Axonic Insurance is the Surprise Story in MYGA Sales

By Editorial Staff Sun, Nov 1, 2026

Axonic Insurance’s chief operating officer told RIJ that the young company plans to avoid the more conflicted practices—arising from financial reinsurance, private market assets, and investments in affiliated companies—that...

Bermuda Shorts

By Editorial Staff Fri, Oct 30, 2026

Apollo to help bring $5 billion to Mubadala Capital; Bermuda reinsurer co-started by Symetra and TIAA; Carlyle and Basic Capital to bring private assets to DC plans; Agam Capital...

Published November 2026

Bermuda Shorts

By Editorial Staff Sat, Sep 26, 2026

Marsh to support triangular-strategy companies in Bermuda; Ratings downgrades for two A-CAP annuity issuers; Florida passenger railroad in private credit restructuring.

Published October 2026

PE-led life insurers hold half of industry’s affiliated investments: NAIC

Published September 2026

Life insurers owned or led by private equity companies, or alternative asset managers, also accounted for about 95% of affiliated asset-backed securities (ABS), half of affiliated issuer credit obligations,...

Published October 2026

AM Best marks growth of offshore reinsurance

By Editorial Staff Mon, Aug 31, 2026

'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...

A Flurry of Activity in the Triangle

Published September 2026

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;...

Advisors’ allocations to private capital could reach $4.2T in five years: Cerulli

By Editorial Staff Tue, Aug 4, 2026

Many advisors believe that allocations to private assets will demonstrate value-add to clients and respond to investors’ demand for income-generating investments, Cerulli surveys show.

Indexed annuity updates from Corebridge and Delaware Life

By Editorial Staff Sat, Aug 1, 2026

Corebridge Financial has added a GMAB and 'preset allocations' to some of its Power Series of Index Annuities. Delaware Life has launched 'TrackGuard+'.

CANNEX’s new CEO: Gary Baker

Baker brings more than 30 years of financial services experience focusing on retirement products, including prior executive roles at Mass Mutual and GE Capital, and has spent the last...

Group 1001’s ‘affiliated transactions’ spark federal investigation

In other Bermuda Triangle news, Lincoln sets investment deal with Bain Capital, reinsurance deals with Fortitude and Talcott; Venerable to manage Guardian variable annuity assets.

Annuity issuers borrowed $153B from FHLBs in 2025: AM Best

By Editorial Staff Wed, Jul 1, 2026

Sixteen large life/annuity companies, led by Athene Annuity and Life's $23B, received advances totaling almost $90 billion from the Federal Home Loan Bank in 2025 (see chart at right)....

Published July 2026

Major financial firms partner on public/private model portfolios

The partnership combines Morningstar Wealth’s research and asset allocation expertise, public market strategies from Franklin Templeton and J.P. Morgan Asset Management, and private market strategies from Apollo and Franklin...

Published July 2026

Retirement Income News

Empower to buy Milliman's retirement businesses; Ford offers Hueler’s Income Solutions platform as 401(k) distribution option; U.S. Treasury selects two BlackRock funds for Trump Accounts; Security Benefit launches short-surrender...

Published July 2026

Research Roundup

By Editorial Staff Tue, Jun 2, 2026

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...

Cayman Islands seeks ‘qualified jurisdiction status’

'QJS would formally recognize the Cayman Islands’ reinsurance regulatory framework within the NAIC process and further align it with U.S. supervisory expectations. About 90% of the jurisdiction’s business is...

New private credit analysis tool created by Morningstar

'The Corporate Credit Analytics platform brings three tools together to replace fragmented, non-comparable data with consistent, comparable credit analysis,' a Morningstar release said.

News from the Bermuda Triangle

By Editorial Staff Mon, Jun 1, 2026

Prismic Life raises $1.9 billion in new capital; Japanese insurance giant commits $19 billion to Barings; MassMutual sells $6 billion block of life insurance to Nationwide; Augustar Retirement launches...

No Rush to Private Credit Among DC Plan Advisors

'There doesn’t appear to be a groundswell of demand,' said Deb Dupont, vice president of institutional retirement research at LIMRA, which sponsored the survey of 160 plan advisors in...