Origins of the ‘Bermuda Triangle’ Strategy

This month's Roundup includes research on regulatory arbitrage by US life insurers; how income and wealth affect longevity; the intersection of pensions, trade and immigration; using home equity to finance long-term care; the cost of early cognitive decline.

Rising interest rates will have diverse effects: Cerulli

The impact of higher inflation, and higher discount rates, will be less severe on insurance company general accounts than on endowments and foundations, which benefit from low rates, the consulting firm said.
Guest Column

Pensionizing the 401(k) with Annuities

Historically, workers couldn’t set up guaranteed retirement income streams directly through their 401(k) accounts. But that’s changing, and the annuity industry sees it as a big opportunity, according to this report by an AM Best writer.

Breaking News

American Life & Security receives B++ rating from AM Best; SEC proposes more sunlight on private funds; Fidelity is accused of lax oversight of options and margins traders; Principal requests use of Fidelity ETF methodology; Pacific Life and BNY Mellon-Pershing partner on fee-only annuities.


February 3, 2022

A New Alt-Asset Manager Enters the ‘Bermuda Triangle’

Since mid-2021, Sixth Street Partners has done reinsurance and investment deals with Lincoln Financial, Allianz Life and Principal Financial. The asset manager and its affiliates now manage $111 billion in insurance assets and surplus.
January 20, 2022

A 5-Year Cushion against Market Risk

'Prudent Asset Allocation' gives you the confidence of knowing that over the next five years, you don’t have to worry about market conditions,” says Louis S. Harvey of Dalbar, the financial services research firm....