Bermuda Triangle Part IV: The Reinsurance Angle

Publicly-held life insurers are using reinsurance to improve their balance sheets. But at what cost? 'I believe that many of these blocks of business are only being funded in part with real assets,' a forensic accountant told RIJ.

Teach Your Brain to Handle Crises

How can you model calm in the midst of organization crisis? Kamila Sip and Jay Dixit of the Neuroleadership Institute explain how the brain processes stress.

Honorable Mention

Retirement plans cope better this year than in 2008-2009; Public pensions have shown “great resiliency” this year: Milliman; SPARK Institute elects new chair and vice-chair; TruChoice to distribute Jackson National annuities to RIAs; Pandemic shows importance of 401(k) “sidecar” accounts: Morningstar; Solash takes on new responsibilities at AIG.

Shadow-Boxing with the Fed

The Fed is giving mixed messages: Telling investors to relax while telling Congress to take fiscal action against the pandemic slump. Our guest columnist interprets the oracle.


December 3, 2020

Take ‘AIM’ at Retirement Income Goals

In this excerpt from his new book, 'Lifetime Income to Retire with Strength,' AM Best actuary Bruno Caron presents an example of his 'AIM' retirement income planning method. He recommends income strategies with and...
November 26, 2020

Treasury Nominee Janet Yellen (the Un-Steve Mnuchin)

Yellen, the first woman nominated for Treasury chief, is an academic economist, not a Wall Streeter. As Fed chief, she was known as an interest rate “dove;” more inclined to maintain high employment than...
November 19, 2020

Using Cash Value Life Insurance for Retirement Income

Cash value life insurance can be a versatile tool in the hands of a diligent financial advisor, writes our guest columnist, an Adjunct Professor of Advanced Planning at The American College of Financial Services....