Private Equity in the Life/Annuity Biz

Experts Tim Zawacki of S&P Global Market Intelligence, Rosemarie Mirabella of AM Best, and Jason Kehrberg of PolySystems presented data on “Private Equity and the Life Insurance Industry” at LIMRA's 2022 Life Insurance Conference in Tampa this week. 

‘Bermuda Triangle’ news

FNF 'dividends' 15% of F&G Annuities & Life stock to shareholders; Ares Management announces $40 billion in lending commitments; Athene gets ‘Excellent’ strength rating from AM Best; KKR closes 'over-subscribed' $19 billion private equity fund.

New York’s ‘shot-across-the-bow’ to PE firms

'Given the apparent misconception in the marketplace and the recent increase in insurance company transactions,' one industry analyst said, 'The Department wishes to remind industry participants of its expectations.'

Holy satoshi! Fidelity blesses bitcoin for 401(k)s

But "plan sponsors are overwhelmingly not considering, and will not consider, cryptocurrency a prudent investment option in a retirement plan," a Plan Sponsor Council of America survey shows.


April 21, 2022

It’s Inflation or Recession: Larry Summers

In this research roundup, economist Larry Summers predicts a recession next year. We also review new papers on annuitization habits of TIAA participants, 'tontines' for Chile, shortages of caregivers for the elderly, and...
April 14, 2022

A ‘Cashback’ Pension-Building Card, from Germany

'The Vantikcard uses the 1% cashback as a kickstart into retirement savings and for customers to then save on top of the cashback,' a Vantik veteran said. Right: Vantik CEO Til Klein.
April 7, 2022

Your Retirement Money Diet

Morningstar's investment gurus put four variations of the "safe withdrawal" method through a simulated retirement scenario involving a 65-year-old man, a $1 million portfolio, and a 30-year time horizon. Each method had strengths and...