Jackson National Life's Elite Access variable annuity zoomed from zero to a $1 billion in quarterly sales in less than two years. Using the craze for 'liquid alts' as a hook, it revived the concept of the "investment-only" VA and sparked the creation of a whole new category.
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.
'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.
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.
Liquid alts are the hottest topic in mutual funds. Some have suggested that they can solve sequence risk and temper longevity risk in retirement portfolios. To demystify this topic, RIJ called Keith Black, a Certified Alternative Investment Analyst.
A whistleblower's suit accusing Vanguard of transfer pricing and tax evasion reminded me of the time I asked, 'What does Vanguard do with its own money?'
The current issue of 'Investments and Wealth Monitor' includes eight articles about alternative investments, including such strategies and assets as global infrastructure, master limited partnerships and managed futures, among others.
During August, Retirement Income Journal will be published in abbreviated form. We're allocating much of our time this month to improving the website experience and making new information resources available to subscribers. In September, we'll return to our full complement of news, features and analysis.