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?
'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.
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.
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.)
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.
By my late 20s, life had taught me a few homely but memorable lessons about leadership, entrepreneurship, and cross-cultural relations.
The settlement does not cover claims raised in Marshall v. Northrop Grumman Corp., a second case against Northrop filed by Schlichter, Bogard & Denton on September 9, 2016.
Brief or late-breaking items from TIAA, Transamerica, Milliman and the Investment Company Insitute.