Editorial Staff, Author at Retirement Income Journal

Athene’s group annuities not the ‘safest available,’ lawsuit charges

By Editorial Staff Sun, Jun 2, 2024

The suit against Athene may be a test case for the legitimacy of Bermuda Triangle strategy. In other news from the Bermuda Triangle: Annuity sales boom attracts private equity-backed...

Published June 2024

Test-drive annuities at CANNEX/Luma ‘Marketplace’

By Editorial Staff

The Annuity Marketplace will provide income, rate, yield, and product information on annuities from more than 60 issuers, a CANNEX release said. Advisers can illustrate the outcomes of market...

Published June 2024

The age-old question: How long will your clients live?

By Editorial Staff

For financial advisers trying to estimate how long their high-net-worth clients will live, a new white paper from HealthView suggests that only the very healthiest people need expect to...

Published June 2024

News briefs

By Editorial Staff Wed, May 1, 2024

High interest rates lead to record-breaking 1Q2024 annuity sales; Life insurers warm to private credit, survey shows; Jackson National introduces ‘+Income’ VA rider.

Published May 2024

What are ‘excess return’ indexes?

By Editorial Staff

Like many FIA issuers, Ibexis Life uses 'excess return' indexes in its product. In the context of FIA indexes, 'excess return” doesn’t mean 'out-performance relative to a benchmark' or...

Published May 2024

The case for affiliated reinsurance in the Cayman Islands

By Editorial Staff

The Cayman Island's "legislative and regulatory regime is less prescriptive and therefore affords prospective Cayman reinsurers greater flexibility to propose a bespoke capital model to our regulator without being...

Published May 2024

News in brief

By Editorial Staff Wed, Apr 3, 2024

Researchers probe tie between auto-enrollment and household debt in the UK; Prudential closes $12.5 bn reinsurance deal with Somerset Re; Strong fourth quarter for pension risk transfers: LIMRA; PE-backed...

Published April 2024

Auto workers’ DC plan will link to Hueler Income Solutions

By Editorial Staff Tue, Apr 2, 2024

Union workers at General Motors and Stellantis (Chrysler et alia) in Detroit will be able to link directly from their 401(k) platform or employee benefits portal to the Hueler...

Published April 2024

MassMutual platform to distribute Aspida Life fixed-rate annuities

By Editorial Staff Wed, Mar 13, 2024

The platform, Flourish, is a wholly owned and independently operated subsidiary of MassMutual. It serves more than 750 wealth management firms managing some $1.5 trillion in financial assets.

Published March 2024

Reinsurance on NAIC agenda this week

By Editorial Staff Tue, Mar 12, 2024

More news: Private ownership of life re/insurers may affect credit ratings, says Fitch; F&G issues its first RILA; American Equity Investment Life reports 2023 results; Global Atlantic closes $10bn...

Published March 2024

MetLife to offer income annuities on Fidelity’s platform

By Editorial Staff Mon, Mar 4, 2024

The MetLife solution enables participants at all savings levels to purchase an immediate income annuity through an insurer selected by their employer and annuitize any portion of their savings,...

Published March 2024

After record sales year for annuities, LIMRA predicts strong 2024

By Editorial Staff

For all of 2023, FRD annuity sales totaled $164.9 billion, up 46% from the record set in 2022, and more than triple the 2021 sales ($53.1 billion), according to...

Published March 2024

Annuity Sales Reach Record Highs, Again

By Editorial Staff Tue, Feb 6, 2024

'Economic conditions and growing demand for protected investment growth propelled fixed annuity sales to a remarkable $286.2 billion, a 36% jump from the record sales set in 2022,' said...

Published February 2024

Pension experts assess ‘OregonSaves’

By Editorial Staff Thu, Jun 23, 2022

Workers in industries and firms with low wages, volatile wages, and high turnover have trouble saving, even in state-sponsored, auto-enrolled Roth IRAs, research shows.

Published June 23, 2022

Breaking News

By Editorial Staff

Income Lab launches ‘Life Hub’; Ubiquity and Paycor announce 401(k) partnership; Amber Williams to lead Lincoln ESG initiatives.

Published June 23, 2022

Demographics and interest rate policy favor annuities: LIMRA

By Editorial Staff

The US population aged 65 or over is expected to grow by more than 8.5 million by 2026, LIMRA said. Individual annuity sales cluster around age 65.

Published June 23, 2022

Bermuda ‘confident’ in regulating reinsurers

By Editorial Staff Thu, Jun 16, 2022

Bermuda Premier David Burt responded to concerns of US Sen. Sherrod Brown (D-OH) about Bermuda's oversight of the $707 billion of life insurance and annuity assets reinsured on the...

Published June 16, 2022

Robo-advice settlement costs Schwab $185 million

By Editorial Staff Wed, Jun 15, 2022

'We are proud to have built a product that allows investors to elect not to pay an advisory fee in return for allowing us to hold a portion of...

Published June 16, 2022

Breaking News

By Editorial Staff

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;...

Published June 16, 2022

Nationwide is 13th life insurer nabbed by New York

By Editorial Staff Thu, Jun 9, 2022

To date, New York's industry-wide investigation has led to settlements with thirteen life insurance companies, totaling about $29 million in restitution and penalties.

Published June 9, 2022

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Articles by Author: Editorial Staff

Athene’s group annuities not the ‘safest available,’ lawsuit charges

Test-drive annuities at CANNEX/Luma ‘Marketplace’

The age-old question: How long will your clients live?

News briefs

What are ‘excess return’ indexes?

The case for affiliated reinsurance in the Cayman Islands

News in brief

Auto workers’ DC plan will link to Hueler Income Solutions

MassMutual platform to distribute Aspida Life fixed-rate annuities

Reinsurance on NAIC agenda this week

MetLife to offer income annuities on Fidelity’s platform

After record sales year for annuities, LIMRA predicts strong 2024

Annuity Sales Reach Record Highs, Again

Pension experts assess ‘OregonSaves’

Breaking News

Demographics and interest rate policy favor annuities: LIMRA

Bermuda ‘confident’ in regulating reinsurers

Robo-advice settlement costs Schwab $185 million

Breaking News

Nationwide is 13th life insurer nabbed by New York

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