Editorial Staff, Author at Retirement Income Journal

Luma adds annuity comparison tool to its distribution platform

By Editorial Staff Thu, Sep 2, 2021

The new feature allows advisers to compare variable annuities, fixed index annuities and registered index linked annuities, fostering compliance with Regulation Best Interest, Luma said.

Published September 2, 2021

Boomers will bequeath $51 trillion over next two decades: Cerulli

By Editorial Staff

Cerulli said advisors should be aware that the Biden administration's tax proposals would greatly hike the top-line capital gains tax rate on earnings exceeding $1 million, affecting almost one...

Published September 2, 2021

Honorable Mention

By Editorial Staff Thu, Aug 26, 2021

Button succeeds Morris as Pacific Life CEO; Net income up, total income down for life/annuity industry in 1H2021; Athene Holding acquires £3 billion UK mortgage loan originator.

Published August 26, 2021

Lincoln adds untested vol-controlled BlackRock index to its OptiBlend FIAs

By Editorial Staff

Launched in July, the BlackRock Dynamic Allocation Index consists of about 50% stocks or real estate and 50% Treasury or investment-grade fixed income instruments at any given time. It...

Published August 26, 2021

SEC hires Barbara Roper, aggressive consumer advocate

By Editorial Staff Wed, Aug 25, 2021

Roper will focus on issues relating to retail investor protection, including broker-dealer oversight, investment adviser oversight, and examinations, an SEC release said.

Published August 26, 2021

Honorable Mention

By Editorial Staff Thu, Aug 19, 2021

Two senior promotions at AIG Life & Retirement; Allianz Life annuity to be offered in Morningstar 401(k) managed account; Multiemployer plan funding reaches highest level since 2007: Milliman.

Published August 19, 2021

Large US life/annuity insurers continue to de-leverage: AM Best

By Editorial Staff

Total debt outstanding decreased by approximately $8 billion (or 8.1%) to $91.4 billion at year-end 2020. Prudential Financial reduced its total debt obligations by $6.3 billion in 2020, the...

Published August 19, 2021

New Jackson VA’s living benefit has one payout option: 4% at 65

By Editorial Staff

In keeping with Jackson National tradition, this variable annuity contract offers a living benefit without investment restrictions. But the single payout rate at age 65 is virtually the same...

Published August 19, 2021

Six major life insurers report second quarter financials

By Editorial Staff Thu, Aug 12, 2021

Here are second quarter results from six publicly held life/annuity companies: AIG, American Equity Investment Life, Brighthouse Financial, Equitable Holdings, Lincoln Financial and MetLife.

Published August 12, 2021

Look to China for investment growth: Cerulli

By Editorial Staff

Cerulli, the global research firm, expects Asia ex-Japan retirement funds to continue to lead in terms of growth, rising at a compound annual growth rate (CAGR) of 11.9% between...

Published August 12, 2021

Rob Sharps to succeed Bill Stromberg as head of T. Rowe Price

By Editorial Staff Thu, Aug 5, 2021

Stromberg served 35 years at T. Rowe Price and became CEO on January 1, 2016. Sharps joined T. Rowe Price as an equity analyst in 1997. As of December 31,...

Published August 5, 2021

Brighthouse enhances its registered index-linked annuities

By Editorial Staff

Brighthouse has announced new 1-Year Shield Options, offering protection against the first 15% or 25% of market losses during the crediting term. In another enhancement, the maximum age for issuing...

Published August 5, 2021

Ubiquity and Sallus partner on new Pooled Employer Plan

By Editorial Staff

Sallus Retirement is backed by Magis Capital Partners and its CEO is former Jackson National president James Sopha. Chad Parks founded Ubiquity as "The Online 401(k)" more than 20...

Published August 5, 2021

Aspida Financial to begin issuing annuities in 2022

By Editorial Staff Wed, Jul 28, 2021

With approximately $2.3 billion in assets under management as of March 31, 2021, Aspida plans to 'underwrite new insurance products, execute reinsurance transactions, and pursue opportunistic acquisitions.'

Published July 29, 2021

Honorable Mention

By Editorial Staff

White House nominates Lisa Gomez to lead EBSA section of the DOL; Blackstone to manage almost $100 billion for AIG by 2027; DOJ nixes Aon-WTW mega-merger; American Equity issues...

Published July 29, 2021

Annuity Sales Rebound in 2Q2021; RILA Sales More Than Double

By Editorial Staff

'Strong equity market gains and lower volatility, as well as rising interest rates all contributed to the remarkable rebound in the annuity market,' said Todd Giesing, assistant vice president,...

Published July 29, 2021

Number of PE-Owned US Insurers Jumped 31% in 2020: NAIC

By Editorial Staff Thu, Jul 22, 2021

A new report from the National Association of Insurance Commissioners describes the investment holdings of the growing population of insurers--mostly life insurers--that are owned wholly or in part by...

Published July 22, 2021

Honorable Mention

By Editorial Staff

Prudential sells its retirement plan business to Empower; A Monster First Half for Fund Flows: Morningstar; Bull market in stocks helps public pensions: Milliman.

Published July 22, 2021

Allianz Life offers in-plan indexed annuity with living benefit

By Editorial Staff

'Allianz Lifetime Income+ Annuity' comes with two annual bonuses to participants who maintain the contract through retirement. Whether plan sponsors will embrace this type of in-plan income solution remains...

Published July 22, 2021

Insurers remain prime targets for private equity: AM Best

By Editorial Staff Thu, Jul 1, 2021

A new Best’s Special Report, 'Insurance Companies Remain Prime Targets for Private Equity,' notes that the annuity insurers’ business model is a prime target for the new private equity model,...

Published July 1, 2021

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Articles by Author: Editorial Staff

Luma adds annuity comparison tool to its distribution platform

Boomers will bequeath $51 trillion over next two decades: Cerulli

Honorable Mention

Lincoln adds untested vol-controlled BlackRock index to its OptiBlend FIAs

SEC hires Barbara Roper, aggressive consumer advocate

Honorable Mention

Large US life/annuity insurers continue to de-leverage: AM Best

New Jackson VA’s living benefit has one payout option: 4% at 65

Six major life insurers report second quarter financials

Look to China for investment growth: Cerulli

Rob Sharps to succeed Bill Stromberg as head of T. Rowe Price

Brighthouse enhances its registered index-linked annuities

Ubiquity and Sallus partner on new Pooled Employer Plan

Aspida Financial to begin issuing annuities in 2022

Honorable Mention

Annuity Sales Rebound in 2Q2021; RILA Sales More Than Double

Number of PE-Owned US Insurers Jumped 31% in 2020: NAIC

Honorable Mention

Allianz Life offers in-plan indexed annuity with living benefit

Insurers remain prime targets for private equity: AM Best

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