Making More Than Peanuts at MetLife

The financially fit, well-diversified insurer collected almost twice as much in annuity premiums as its closest competitor in the first quarter of 2009, benefiting from a “flight to quality” in the wake of last year’s economic meltdown.

Examining the Indices in Index-Linked Annuities

A mountain biker needs 18 or 21 gears to smooth a path over rocks and through arroyos. Index-linked annuities now collectively offer some 140 index choices. Hybrid indices can theoretically smooth an investor’s path through rocky markets--but they're complicated.

The Point of Indexing (in Annuities)

Every June, RIJ focuses on indexed annuities. Last year, we studied options in indexed annuities. This year we consider the indexes themselves, especially 'hybrid' and 'volatility-controlled' indexes. Bryan Anderson, Don Dady and David Lau weighed in.

The Irony of Inflation Forecasting (Research Roundup)

In this month's roundup, we learn that CEOs pay little attention to inflation. We also find out why retirees keep saving, why "centaurs" pick stocks so well, which financial biases keep people poor, and how working longer affects male mortality.
Featured

NAVA Steps Up Its Lobbying Game

NAVA has moved from the Virginia suburbs to downtown Washington, the better to lobby Congress on behalf of annuity manufacturers and distributors. But the Association for Insured Retirement Solutions, as NAVA has called itself for the past two years, won't reveal its new name or acronym until July.
News

Matrix Of Corruption

Journalist and scholar Ed Epstein examines New York's ongoing public pension scandal, and the “placement agents” who use their political contacts, financial experience, powers of persuasion, and other means to extract pension fund money for private equity firms.