RIAs, 401(k)s, and Annuities: Is This the Future?

Managed accounts are one way to build annuities into 401(k) plans. Morningstar is bundling Hueler Income Solutions into its managed accounts, giving participants an easy path to an income annuity purchase.

Athene launches new RILA: Amplify 2.0

A 6-year term contract with a 10% downside buffer and a 0.95% annual segment fee can earn uncapped returns equal to 140% of growth in the S&P 500, an Athene release said. 


February 10, 2022

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...
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.