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 Sacrificial Payroll Tax

Idle talk about suspending the payroll tax is making 'blue' Senators blue. We get answers from Social Security expert Eugene Steuerle of the Urban Institute.

An Income-Generating ‘Collar’

Using a 'protective net-credit collar,' the Nationwide Risk-Managed Income ETF has distributed monthly income at an annual rate of 7.88% in 2020, while appreciating 10%. Is there a catch?

Life Insurers’ Bermuda Triangle, Part II

The humble fixed indexed annuity is at the center of the restructuring hurricane that has swept through the life insurance industry in recent years. We bring you the second article in a series on the topic.
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.