Dark Horse Candidate

How did upstart Jackson National Life get near the top of the VA heap? And why are so many advisors nervous that it may 'de-risk' its popular Perspective contract? JNL EVP Clifford Jack tells RIJ all that he can...

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.

One Life Insurer’s Pivot to Private Assets

American Equity Investment Life’s ‘AEL 2.0’ strategy is designed to help it thrive even in a low yield environment. Allocating up to 40% of its money to ‘private assets’ is key to the fixed annuity specialist's plan.

NAIC Eyes ‘Bermuda Triangle’ Strategy

A document from the NAIC's Financial Stability Task Force reflects the concerns that the NAIC has heard from a variety of sources about the increased ownership of life insurers by private equity firms. (Image from NAIC document.)
Featured

Mutual Satisfaction

What "story" helps you sell VAs? Mark Caner of Western & Southern describes his firm's contract as a safe, nimble, fuel-efficient vehicle for cruising through retirement.
News

Wells Fargo leads banks in annuity sales

Ten large bank holding companies accounted for about $563 million or more than 64% of the $748.2 million in bank annuity income in the first quarter.

Death rates vary by gender, ethnicity and location

Though widely feared, Alzheimer’s disease was officially blamed for only seven percent of deaths among the elderly in 2009, according to a data brief from the National Center for Health Statistics.

Voters of all stripes want Wall Street swept clean

A poll sponsored by AARP and others found that 83% of Democrats, 73% of independents and 68% of Republicans favor a single federal agency dedicated to protecting consumers from financial fraud and misconduct.

Fixed annuity sales improve in 1Q 2011

"Though low by historical standards, fixed annuity rates were higher than in fourth quarter 2010," said Jeremy Alexander, president and CEO of Beacon Research.

In Search of a Safer Bet

Asset transfer programs and managed risk funds are playing a significant role in revitalizing the VA industry, and their benefits may ultimately reach the wider world of investing, writes this close follower of the annuity business.