View The RIJ Newsletter in your browser

January 22, 2021

NY Life, Schwab Flex Their Annuity Muscles

By Kerry Pechter

New York Life's new IndexFlex VA has a fixed indexed sleeve--the insurer's first index-linked offering. Charles Schwab's Genesis VA (issued by Protective Life) has lots of income optionality. The two contracts enter a struggling VA market.  

Read more

Unlocking the Code of Moshe Milevsky’s Latest Book

By George A. (Sandy) Mackenzie

The retirement guru's technical new book shows software-savvy readers how to answer common questions in retirement income planning using his algorithms and "R" code.

Read more

What’s up with the ‘ESG’ rule: Wagner Law Group

By Wagner Law Group

'Given that the slimmer Final Rule is no longer the stranglehold on ESG investing that the original proposal had been, the Biden Administration could decide not to expend its resources changing it,' wrote Ivelisse Berio LeBeauĀ of Wagner Law Group.

Read more

Watch now: A ‘Deep Dive on Retirement Drawdown Strategies’

By Kerry Pechter

This one-hour video of yesterday's webinar, sponsored by The American College, features retirement income specialists Joe Elsasser and James DiLellio. Some 1,800 advisers attended. Our story summarizes the webinar and provides links to video and slides.

Read more

Honorable Mention

Life sales show new life in 2020, MIB Index shows; 'Excessive fee' lawsuit against Penn's 403(b) plan settles for $13 million; Metro-area businesses are expected to recover from Covid-related slump sooner than rural counterparts: Principal Financial.

Read more

Get the Whole Story. Subscribe Today
to Retirement Income Journal.
Now reaching 7,000 thought-leaders a week!