This Couple Needs Your Advice

These two people, ages 64 and 63, have a combined net worth of about $2.5 million. They're looking for ways to generate income in retirement. Here are some specifics about their finances. What would you recommend?

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.)
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Don’t cut Medicaid, say Ivy League doctors

The Medicaid cuts envisioned under the ACHA and the Trump budget would cause widespread harm, three health care experts wrote in the New York Times this week.

Three Lessons Learned

By my late 20s, life had taught me a few homely but memorable lessons about leadership, entrepreneurship, and cross-cultural relations.
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Honorable Mention

Brief or late-breaking items from TIAA, Transamerica, Milliman and the Investment Company Insitute.