AXA Trumpets a Treasury-Linked VA Rider

AXA Equitable Life (and its trademark gorilla) have bounced back from the financial crisis with a novel variable annuity rider that pegs guaranteed accumulation and withdrawal rates to the 10-year Treasury rate, plus one percent.

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

A Decade to Remember. Or Not.

The president of PPCA, Inc., and Target Date Solutions looks back at the worst calendar-decade for U.S. stocks since the beginning of the Great Depression, and offers his informed perspective on TDFs.
News

Bernanke Blames Crisis on Regulatory Failure

The Fed's vice chairman, Donald Kohn, added that the fragile economic recovery would “warrant exceptionally low” interest rates “for an extended period.”

And In Comes 2010

I predict that the next decade will be very much like the last one, only more so. Interest rates are my top-of-mind issue.