RetiremEntrepreneur: Lou Harvey

Louis S. Harvey is president and CEO of Dalbar, Inc., a Boston-based research firm that performs a variety of evaluations and quality ratings of financial services practices and communications.

A Second Structured Annuity Offers Income

CUNA Mutual Group invades Allianz Life airspace by launching 'Zone Income Annuity.' It's the only structured index annuity besides Allianz Life's Index Advantage Income to offer a lifetime income option. The two contracts differ in small but significant ways.

Executive Interview: PRU’s Kent Sluyter

The president of Prudential Annuities since 2017, actuary Kent Sluyter spoke with RIJ recently about financial wellness and about his firm's pivot to a new generation of individual annuities.
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The Long Short Run

In the world as it is, we are all Japan in the early 1990’s, looking ahead to two or more decades of lost economic growth, observes the economist at U-C Berkeley.

PacLife launches fixed annuity with GLWB and roll-up

The product, which may be unprecedented, merges the most popular annuity options with the most basic annuity chassis. It’s a little like opting for heated leather seats, turbo and a Pandora radio link in a Hyundai Accent.
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Managed-vol funds added to JeffNat’s Monument Advisor VA

The new managed-vol funds include three from American Funds that use the Milliman risk management technique, along with the Federated Managed Tail Risk Fund II and the Goldman Sachs Variable Insurance Trust Global Markets Navigator Fund.