Editorial Staff, Author at Retirement Income Journal

Honorable Mention

By Editorial Staff Thu, Jul 9, 2020

SIMON platform to offer Allianz Life fixed indexed annuities; Janus risk-managed index available in Global Atlantic FIA; Morningstar completes purchase of Sustainalytics; MetLife joins sustainability initiative; Life insurers’ real...

Published July 9, 2020

Nassau Financial creates Apple app to sell fixed-rate annuities

By Editorial Staff

The contract, “Simple Annuity,” and the app of the same name will support the sale of the annuity by independent, commissioned insurance agents and by Nassau’s own licensed, salaried...

Published July 9, 2020

In robo deal, Empower pays $1 billion for Personal Capital

By Editorial Staff Thu, Jul 2, 2020

'There’s a scarcity of pure-play platforms that can drive this technology. That’s one reason why Empower made this acquisition,' Personal Capital co-founder Rob Foregger told RIJ.

Published July 2, 2020

Fresh from Midland National and DPL, AllianzIM

By Editorial Staff Wed, Jul 1, 2020

Midland National's new fee-based FIA, only at DPL Financial Partners, has a health-related income multiplier. Allianz Investment Management's structured ETFs have new caps.

Published July 2, 2020

AM Best expects lower annuity sales in 2020

By Editorial Staff Thu, Jun 25, 2020

Drag from the low interest rate environment continues to hurt margins and stifle earnings growth, weakening the industry’s investment returns, an AM Best release said.

Published June 25, 2020

Honorable Mention

By Editorial Staff

After the big deal, AM Best affirms ratings of Jackson National and Athene; Not many people talk to advisers about decumulation: Allianz Life; TIAA and Savi partner for student...

Published June 25, 2020

DOL requests input on ‘pooled’ 401(k)s

By Editorial Staff

Are regulations needed to limit the potential for conflicts of interest and self-dealing among non-employer sponsors of "pooled employer" 401(k) plans, or PEPs? The Department of Labor seeks feedback.

Published June 25, 2020

Nationwide launches suite of variable annuity income benefits

By Editorial Staff Thu, Jun 18, 2020

Nationwide has also introduced an “Income Carryforward” feature. As described in the prospectus, it allows contract owners 'to roll forward one year of unused income during the income phase.'

Published June 18, 2020

Ties grow between Athene and Jackson National

By Editorial Staff

Athene's $500 million investment and $1.25 billion reinsurance deal with Jackson National is expected to boost Jackson's Risk-Based Capital (RBC) ratio by about 80 percentage points.

Published June 18, 2020

Demand for income-generating products is underestimated: CANNEX

By Editorial Staff Thu, Jun 11, 2020

Only one in seven advisors believes the average client is very interested in an income-generating product, but 42% of consumers say they are (or already own one), according to...

Published June 11, 2020

Honorable Mention

By Editorial Staff Wed, Jun 10, 2020

Hear the ‘Stones on iHeartRadio, courtesy of Alliance for Lifetime Income; AM Best says higher reserve requirements hurt life/annuity companies in 1Q2020; AIG adds factor-based global index to its...

Published June 11, 2020

CBO: Crisis will cost US economy $15.7tr over 10 years

By Editorial Staff Wed, Jun 3, 2020

The Congressional Budget Office projects that from 2020 to 2030, cumulative nominal GDP will be $15.7 trillion (5.3%) less than the CBO projected in January.

Published June 4, 2020

In private, life insurers express ‘concern’

By Editorial Staff Thu, May 28, 2020

'About one-third of companies expect a negative 10-year treasury rate at the end of 2020 in their worst case scenario,' according to a high level life insurance industry report.

Published May 28, 2020

Athene to use artificial intelligence-driven indexes in FIAs

By Editorial Staff

'AiPEX with Watson simulates a team of thousands of analysts and traders working around the clock,' according to a release this week.

Published May 28, 2020

Honorable Mention

By Editorial Staff Thu, May 21, 2020

DOL allows electronic communications to plan participants; Envestnet FIDx partners with RetireOne; What high-net-worth investors want: Cerulli; Lamarque promoted to general counsel at New York Life.

Published May 21, 2020

One bright spot in first quarter annuity sales

By Editorial Staff

Whatever you call them, indexed variable annuities continue to experience a growth spurt. Jackson National led the industry with almost $5 billion in first-quarter annuity sales.

Published May 21, 2020

Prudential (finally) joins structured variable annuity race

By Editorial Staff

Prudential offers FlexGuard, its first entry into the 10-year-old indexed VA market. The contract offers a new twist on the 'step rate' crediting strategy. Also this week, AIG added...

Published May 21, 2020

Honorable Mention

By Editorial Staff Thu, May 14, 2020

DPL Financial Partners will distribute no-commission VA from Transamerica; NextCapital to provide 'managed advice' to MassMutual plan participants; Great American enhances its Index Frontier contracts; Equitable enhances its flagship...

Published May 14, 2020

Public pensions are not a drag: Study

By Editorial Staff Thu, May 7, 2020

Economic growth attributable to public pensions generated approximately $341.4 billion in state and local revenues. Adjusting this figure for taxpayer contribution $162 billion yields pensions’ net positive impact of...

Published May 7, 2020

New index options on Allianz Life indexed variable annuity offer high three-year caps

By Editorial Staff

The three-year crediting rate limits are 75% and 80%, respectively, according to a May 4 product rate sheet on the Allianz Index Advantage product. The current rates expire June...

Published May 7, 2020

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Articles by Author: Editorial Staff

Honorable Mention

Nassau Financial creates Apple app to sell fixed-rate annuities

In robo deal, Empower pays $1 billion for Personal Capital

Fresh from Midland National and DPL, AllianzIM

AM Best expects lower annuity sales in 2020

Honorable Mention

DOL requests input on ‘pooled’ 401(k)s

Nationwide launches suite of variable annuity income benefits

Ties grow between Athene and Jackson National

Demand for income-generating products is underestimated: CANNEX

Honorable Mention

CBO: Crisis will cost US economy $15.7tr over 10 years

In private, life insurers express ‘concern’

Athene to use artificial intelligence-driven indexes in FIAs

Honorable Mention

One bright spot in first quarter annuity sales

Prudential (finally) joins structured variable annuity race

Honorable Mention

Public pensions are not a drag: Study

New index options on Allianz Life indexed variable annuity offer high three-year caps

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