No Fluke: Income Annuity Sales are for Real

Sales of income annuities may soon breach the $10 billion-a-year barrier. We talked to the Numbers 2 through 5 SPIA sellers in the U.S.: MetLife, MassMutual, Pacific Life (whose symbol is the humpback whale), and Nationwide.

The Five Most Important Retirement Income Decisions

'Many of the decisions presented here are beyond the skills of most pre-retirees and retirees,' writes the author, a research scholar at the Stanford Center on Longevity. 'They’re going to need help.'

A Closer Look at CLOs (and Other U.S. Credit)

Bond mavens, check this out. A new SEC report describes how most of the $54-trillion dollar U.S. credit market survived last spring's financial crisis. It covers securitized 'leveraged loans,' which provide high-octane fuel for fixed indexed annuity issuers.

She’s Got Advice for Life Insurers

'Insurers can't remain wedded to product sales, which are becoming commoditized in a future that trends toward financial advice,' says industry veteran Michelle Richter, who just launched Fiduciary Insurance Services, LLC.
Featured

‘We Should All Work To Age 70’

Guest columnist Smorenberg, chairman of the World Pension Summit, says that we should all--individuals, companies and institutions--be planning for a standard retirement age of 70.
News

Sun Life ‘nets’ Celtics branding rights

Sun Life’s brand will be featured throughout the Courtside Club, including entry and directional signage, as well as on staff uniforms and courtside tickets and passes required for club admission.

The Bucket

Brief or late-breaking items from Putnam Investments, Nationwide, Allianz Life, and the SPARK Institute.

Separately managed account inflows rebound in 2012: TrimTabs

“Separate accounts investing in bonds and foreign equities attracted $59 billion and $16 billion, respectively, in the first quarter. In contrast, $48.5 billion flowed out of U.S. equity separate accounts in that period,” said TrimTabs' Minyi Chen.