Anecdotal Evidence

The Awful Optics of Fighting Fiduciary Rules

Broker trade groups are fighting proposed fiduciary rules in New Jersey and Maryland, but brokers' opposition to consumer protections isn't likely to improve their image.

Honorable Mention

Great American launches two three-year FIAs; Allianz Life backs a structured note platform; Guilbert becomes division president at Symetra Life; Broadridge to buy TD Ameritrade retirement unit.

Fewest Open Variable Annuity Contracts Since 1997: Morningstar

The top ten VA issuers stayed much the same and accounted for 83% of total sales. TIAA dropped to fourth place from second and AEGON/Transamerica replaced New York Life in the top ten, writes Morningstar's senior quantitative analyst.


April 11, 2019

Tell Us What You Really Think

At the LIMRA-Society of Actuaries Retirement Industry Conference in Baltimore last week, Scott Stolz from Raymond James, Greg Jaeck from Edward Jones and Jarrod Fisher from Simplicity Financial Distributors delivered frank opinions about annuities...
April 4, 2019

Why Indexed Annuity Sales Are So Strong

Many factors are driving the increase in indexed annuity sales: More manufacturers, better products, more distributors, competitive commissions, aging boomers, and relaxed regulation. But does the bubble contain the seeds of its own deflation?
March 28, 2019

Lessons from a Living (DC) Experiment

Israel has found that even a mandatory defined contribution system can’t resolve all of the behavioral, economic, or administrative issues that prevent low-income and minority workers from saving for retirement. (Photo: Mahane Yehuda market...