Heat from the Street

At a vulnerable juncture in the evolution of their products, publicly-held VA issuers are feeling unprecedented pressure from Wall Street. That was made clear by speakers at the IRI Marketing Conference in New York this week.

BlackRock Makes a Bundle (with Annuities)

BlackRock, the giant asset manager, is adding a lifetime income dimension to its LifePath target date funds by partnering with Brighthouse, Equitable and Voya on a service that will help 401(k) participants buy individual immediate annuities at retirement.

Research Roundup

For weeks, interesting studies have been gushing from the National Bureau of Economic Research and elsewhere on the economic implications of COVID-19. We've selected and summarized seven of them for you.

With BluePrint Income, AARP Ups its Ante on Annuity Sales

AARP's 38 million members can now buy income annuities and fixed-rate annuities on a platform powered by fintech firm Blueprint Income. Buyers get a complimentary annual 'retirement income check-up' from a salaried, insurance-licensed adviser. 
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The Bucket

Brief or late-breaking items from BNY Mellon, LPL Financial, MassMutual Retirement Services, Natixis Global Asset Management, Prudential Retirement, Edward Jones, BMO Global Asset Management, AllianceBernstein and the Insured Retirement Institute.

A Reader Comments on the ARIA CDA

CFP Mark Cortazzo of MACRO Consulting Group says that the fee-assessment mechanism of the ARIA contingent deferred annuity taketh away even as the product's living benefit giveth.