Annuity Products That Will Sell

At LIMRA's 2010 Retirement Industry Conference, consultant Timothy Pfeifer identified the deferred and immediate products that he thinks are ideal for insurers, distributors and investors today.

Thanks-givings (Not Misgivings) about Social Security

This year I'm claiming the Social Security benefits that I've earned on my own work record. I'm old enough now to be truly thankful for Social Security, whose future is precisely as certain, as fair, and as bountiful as we decide it will be.

The Alt-Asset Teams that Reinvent Annuity Companies

'Insurance Solutions' groups use private assets to boost the returns of life/annuity company investment portfolios. RIJ talks with Todd Fonner of Investcorp Insurance Solutions about this trend.

One Life Insurer’s Pivot to Private Assets

American Equity Investment Life’s ‘AEL 2.0’ strategy is designed to help it thrive even in a low yield environment. Allocating up to 40% of its money to ‘private assets’ is key to the fixed annuity specialist's plan.
Featured

One Man’s Response to Uncle Sam’s RFI

Joe Bellersen, president of Qualified Annuity Services, Inc., explains how employer plans lost their guaranteed income mojo over the past 30 years, and offers advice on how they might get it back.
News

Insurance M&A at Lowest Level Since 2002

But 'we are already seeing that pent-up demand is driving increased M&A activity in most sectors of the insurance market,' said the director of research at Conning Research and Consulting.

Group Urges Investigation of FINRA

'FINRA failed not just in Lehman, but Bear Stearns and AIG as well, yet has not been the subject of any investigative action,' says the Alliance for Economic Stability.