Let’s Concentrate on Recordkeeping

What's driving the flurry of consolidation in the defined contributon plan recordkeeping industry? RIJ asks the experts: Fred Reish, Mark Fortier, Peter Littlejohn, James Holland, Jeff Feld, Tom Clark and Nevin Adams.

An Insider’s Take on the ‘Bermuda Triangle’ Strategy

Willis Re, a reinsurance broker, has had an uptick in calls from life insurers hoping to execute what RIJ calls 'The Bermuda Triangle' strategy, thus removing a millstone and reaping a capital windfall. Willis Re executive Mike Kaster explains.

One-Stop Shops for Notes and Annuities

Luma Financial Technologies is now among the structured notes platforms that have chosen to add index-linked annuities to the products they support. It joins SIMON Markets and Halo in that space. In this last segment of our series on indexed products, we examine these new alliances.

(Sheryl) Moore’s Law on Annuities in 2021

RIJ talks with Sheryl Moore of Wink, Inc., the annuity data and consulting firm, about the results of her first-quarter 2021 survey of annuity sales. She shares her opinion on a range of annuity-related topics.
Featured

What Are We Betting On?

'Central banks do not have the tools to deliver rapid, sustainable, and inclusive growth on their own. The best they can do is extend the bridge; it is up to other economic policymakers to provide an anchoring destination,' writes the former PIMCO executive.

NAFA Throws a Hail Mary on QLACs

"There is only one opportunity to make a good first impression and they may have blown it," one observer said about a letter from the National Association of Fixed Annuities to the Treasury Dept., requesting Qualified Longevity Annuity Contract status for indexed annuities.
News

MetLife sues FSOC over “SIFI” designation

MetLife has long argued that the SIFI restrictions are designed for banks, and not insurance companies, because their risks are fundamentally different from banks, and because insurers are already tightly regulated by the individual states.