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June 17, 2021

(Sheryl) Moore’s Law on Annuities in 2021

By Kerry Pechter

RIJ talks with Sheryl Moore of Wink, Inc., the annuity data and consulting firm, about the results of her first-quarter 2021 survey of annuity sales. She shares her opinion on a range of annuity-related topics.  

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Investors Sought ‘Cheaper, More Cyclical’ Stocks in May: Morningstar

US equity fund flows were quiet for the second consecutive month. After taking in a record $54 billion in March, inflows were just $211 million in May, according to Morningstar' monthly Fund Flows report.

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AM Best’s outlook for the annuity industry: Negative

'The negative market segment outlook is due to the persistent low interest rate environment, operating margin pressure and organic growth challenges,' a new AM Best report said.

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Feds block Aon’s bid for Willis Towers Watson

In suing to block the mega-merger, the Justice Department said the merged firms could 'use their increased leverage to raise prices and reduce the quality of products relied on by thousands of American businesses.'

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Vanguard publishes 2021 ‘How America Saves’

In this 20th annual survey of its own 1,700 retirement plans and 4.7 million participants, the full-service plan provider and fund giant offers a detailed snapshot of plan design and participant behavior. (Photo: Vanguard CEO Tim Buckley.)

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Top-Selling Annuity Contracts, First Qtr 2021

Wink's first-quarter sales data showed that Perspective II from Jackson National, the Allianz Benefit Control Annuity, and Prudential's FlexGuard contract were the best-sellers in their respective product categories.

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Honorable Mention

Prudential ‘FlexGuard’ RILA adds income feature; Americans seek more ‘holistic’ view of their finances: Franklin Templeton poll; Riskalyze and RightCapital report ‘seamless integration’; Voya certified in ESG by DALBAR; Keith Burger joins Luma; Paul Garofoli joins The Standard.

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