What America pays for health care in retirement: Healthview
The more you earn in retirement and the longer you live, the more you'll pay in health costs in your old age, according to Healthview, a company that tracks...
Bulletin Board
News briefs on settlement of Busch-Pacific Life lawsuit, a personnel shake-up at DOL; the state of the pension risk transfers market; Pacific Life's longevity swap in Europe; alliance formed...
News from the Bermuda Triangle
Kuvare distances itself from Blue Owl; Cayman covets Bermuda’s reinsurance success; Rithm Capital buys CL Life and Crestline Management to enter Bermuda Triangle; Teachers’ unions ask SEC to probe...
Bulletin Board
Sale of PHL Variable blocks ‘no longer feasible’; Delaware Life FIA now offers a Bitcoin crediting method; Corebridge FIA also includes 'modest' exposure to Bitcoin; Ratings of insurers involved...
Private Credit News
Dimon’s ‘cockroach’ comment sparks minor run on private credit firms; Global watchdogs scrutinize private credit ratings; Eldridge and Carlyle AlpInvest credit fund gets ~$1.5 billion.
Insurance Professionals Comment on Kyle Busch Case
Perspectives on the Kyle and Samantha Busch v. Pacific Life IUL lawsuit from Sheryl Moore, Bobby Samuelson, David Macchia, Larry Rybka, Peter Gould, Antoine Orr, Barry Flagg, and Tom...
Pacific Life’s Motion to Dismiss the Busch’s Suit: Excerpts
Pacific Life's motion to dismiss the Busches' complaint against it was filed January 22, 2026 in U.S. District Court, Western District of North Carolina, by the law firms of...
News from around the Bermuda Triangle
Corebridge moves the last of American General's variable annuity business to Venerable, which is partly owned by Apollo and Athene. AM Best confirmed the ratings of Bermuda reinsurers of...
RIJ and ChatGPT Discuss ‘Business Development Companies’
In the many-layered world of private credit, 'business development companies' are an important component. Their bland name tells us nothing. But what are they exactly, and what role could...
New research papers from the Journal of Retirement
In the Fall issue of this quarterly publication, you'll find a story that recommends capping benefits at about $2,000, one that shows why a combination of income annuities and...
Athene tops 3Q2025 Annuity Sales, with 9.1% Share
Gross sales (excluding exchanges and surrenders) of annuities reached $117 billion in the third-quarter of 2025, according to fresh survey data from Winkintel. Prominent sellers included Athene, Equitable, Jackson...
Research Roundup
We feature two deep-dive research papers on private credit. One is from Victoria Ivashina of Harvard Business School and the other from a team that includes Amir Sufi, co-author...
The Bucket
New record for annuity sales: LIMRA; Alight and MetLife partner to offer income annuities in DC plans; Annuities Genius launches AI-driven research tool; NAIC and ACLI differ over...
Axonic Insurance gets $210 million from new investors
'We’re decomposing the insurance industry into its parts,” Axonic Insurance CEO Michael Gordon told RIJ in 2024. “We want to make Lego sets, and put pieces together.'
Private credit, reinsurance top the news
Bond analysts see pros and cons of alternatives in 401(k)s; Private credit funds attract revenue at record pace; Offshore reinsurance increases life insurer leverage: AM Best; Rising supply depresses...
ChatGPT on Equitable, Solvency II and the Bermuda Triangle
Equitable's corporate journey since 2010 involved its separation from AXA of France. ChatGPT explains that Europe's 2016 "Solvency II" regulations accelerated the split.
Insurers, CLOs, and High-Risk Borrowers: Oh My!
By purchasing tranches of collateralized loan obligations (CLOs), insurers increasingly 'provide the ultimate funding for bank loans,' recent research says. 'Understanding these transmission channels from non-bank investors to borrowers...
401(k) Annuities for ‘Pretty Good’ Lifetime Incomes
Recognizing the longevity gap that's correlated with education, three retirement scholars recommend default income annuities starting at age 67 for participants with only high school diplomas and age 80...
Corebridge sheds the risks of its $51 billion VA business
The transaction will generate about $2.1 billion of net distributable proceeds after-tax for Corebridge, whose board authorized a $2 billion increase in share repurchases, said president and CEO Kevin...
TPG and Aquarian Holdings Vie to Acquire Brighthouse
Brighthouse is a top-10 annuity issuer, with over $100 billion in assets. But neither Brighthouse (or its predecessor, MetLife) ever sold many of the fixed indexed deferred annuities whose...
