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.)
'Bermuda Triangle' Digest

Private equity/life insurer partnerships proceed

By Editorial Staff
American Equity invests in residential real estate firm; Everlake Life is born, a child of Blackstone; AIG and Blackstone close $50 billion deal; Sunset Life rating under review after acquisition by Investcorp.

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October 28, 2021

Charting the Bitcoin Universe (and other New Research)

By Kerry Pechter
This Research Roundup offers a map of the world of cryptocurrency trading, a look at 'Participating Longevity-Linked Annuities,' an investing strategy for low-yield times from David Blanchett, and answers to the 'annuity puzzle.' ...
October 21, 2021

Another Annuity Issuer Enters the ‘Bermuda Triangle’

By Kerry Pechter
American Equity Investment Life Insurance Co., a top-ten fixed indexed annuity seller, is partnering with Brookfield Asset Management on a $10 billion reinsurance and investment deal. Their plan looks a lot like the 'Bermuda...
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The New Table Stakes: ‘Unified Managed Income’

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To get attention today, income calculation software has to do a lot. Like tell wealth managers and recordkeepers when, in what quantity, and from what sources they should send checks to retirees. Manish Malhotra...