"I want to be careful not to call it a product or a service. It’s an approach,” said David Tyrie, head of Personal Wealth and Retirement at Merrill Lynch Wealth Management, in describing Merrill Lynch Clear, a new communication strategy aimed at Boomers.
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.
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.
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.
Despite the growing number of issuers, DIA sales were down 13% from 4Q2013. It was the first quarter-over-quarter decline for sales of DIA products since LIMRA SRI began tracking them. (Downloadable charts included.)
Mastrogiovanni is a founder of HeathView Services, Inc., a Massachusetts-based firm that provides software tools to help plan for healthcare costs in retirement.
The meeting is open to the public, and Assistant Labor Secretary Phyllis Borzi will speak. To address the council or submit a written statement, email requests to the DoL by Tuesday, June 10.
"In matters pertaining to religion, it is prudent to err on the side of faith. In financial matters, it is prudent to err on the side of skepticism." -- Anonymous.