A Revolt Against PE-Led Annuity Issuers

Matt Zagula is an annuity wholesaler and fixed indexed annuity (FIA) designer. He and forensic accountant Tom Gober created the TSR ratio, a scale for rating FIA issuers. Mutual and fraternal insurers score best; private equity-led life insurers score worst.
Bermuda Triangle News

Re: Allianz Life, F&G, Oceanview Re

Three items: Allianz unlocks $4.07 billion in surplus through $35 billion FIA reinsurance deal with units of asset manager Sixth Street; AM Best affirms F&G's 'Excellent' strength rating but notes potential vulnerabilities; Andrew Kanelos rises at Oceanview Re.

Breaking News

Net income of life/annuity companies on track to double this year: AM Best ; Pacific Life enhances offerings for RIAs; Luma enhances annuity and structured product comparison tool; Mutual of Omaha adds 401(k) technology from American Trust.
Guest Column

Is the Fed Put Gone Forever?

'The Fed has turned hawkish belatedly due to a policy error on inflation. But it will have to back off as asset prices decline, yield curve approaches inversion—a telltale sign of a recession—and as inflation eases in early 2022,' say the analysts at the Clocktower Group. 

Equitable launches RILA with income benefit

The Equitable SCS-Income registered index-linked annuity offers growth potential, plus a selection of downside buffers against loss, plus a lifetime withdrawal benefit that puts a floor under the value of annual withdrawals in retirement.


December 2, 2021

How to Dodge the ‘Inflation Ninja’

'Inflation is like a ninja,' write the authors of a timely article in The Journal of Investing. These experts from the CFA Institute and Franklin Templeton review the major asset classes and consider how...
November 25, 2021

Thanks-givings (Not Misgivings) about Social Security

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...
November 18, 2021

The Alt-Asset Teams that Reinvent Annuity Companies

'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.